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“And Their Beneficiaries”: Annuities, Commensurate Return, and Fiduciary Liability

Posted on August 4, 2025 by jwatkins

James W. Watkins, III, J.D., CFP EmeritusTM, AWMA® ERISA Section 404a-1 provides as follows: 2550.404a-1 Investment duties. (a) In general. Sections 404(a)(1)(A) and 404(a)(1)(B) of the Employee Retirement Income Security Act of 1974, as amended (ERISA or the Act) provide, … Continue reading →

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