Expect Focus - Volume II, May 2024

Last Lap in SEC RILA Rulemaking Critical Unresolved Issues -

Congress directed the SEC to adopt a new registration statement for registered indexed annuities (RILAs) by the end of June. Several months ago, the SEC published its proposed registration statement and related rules. As we write this, the SEC seems on track to meet Congress’ deadline.

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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