I have been writing extensively on my blog about annuities not meeting the criteria for exemptions from being classified as ERISA Prohibited Transactions.  https://commonsense401kproject.com/2025/05/10/annuities-flunk-prohibited-transactions-exemption-scotus-ruling-will-open-floodgates-of-litigation/   First I started with the four pillars of the DOL’s Impartial Conduct Standards under PTE 2020‑02: A. Care ObligationB. Loyalty ObligationC. Reasonable CompensationD. No Materially Misleading Statements (including omissions) Many … Continue reading Annuities are Prohibited Transactions