Annuities as Prohibited Transactions in Retirement Plans –

A New Peer-Reviewed Paper Lays the Groundwork This week, Dr. Tom Lambert and I published a peer-reviewed article in the Journal of Economic Issues: Lambert, T. E., & Tobe, C. B. (2026). “Safe” Annuity Retirement Products and Possible Future U.S. Retirement Risks, Threats, and Shortfalls. Journal of Economic Issues, 60(1), 149–165. https://www.tandfonline.com/doi/full/10.1080/00213624.2026.2613361 https://ir.library.louisville.edu/cgi/viewcontent.cgi?article=1957&context=faculty The paper … Continue reading Annuities as Prohibited Transactions in Retirement Plans –