Insights


Episode 25: The Business of Benefits with Bob Toth

In episode 25, Mike Webb chats with, Bob Toth, author of the popular Business of Benefits blog and founder of Toth Law and Applied Pension Professionals.

With more than 35 years of experience practicing employee benefits law, Bob Toth is an expert to the experts - particularly in the areas of 403(b) plans and annuity products. Mike and Bob discuss the key to moving the needle on annuities, including how to effectively communicate the benefits of these products, the importance of pricing opaqueness, and how the SECURE act provision allowing portability may help address participant concerns. Bob also shares some of the new products being developed in the marketplace and explains why beer is essential to solving the annuity puzzle.

Revamping Retirement Episode 25

Note: This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice. Opinions expressed are those of the author, and do not necessarily represent the opinions of Cammack Retirement Group.

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