A Sea Change in RILA Regulation: Navigating the New Waters
September 24, 2024 by W. Thomas Conner, Harry Eisenstein, Ann Began Furman, William Kotapish
On July 1, 2024, the Securities and Exchange Commission adopted a new registration framework for registered index-linked annuity (RILA) contracts. RILA contracts allow investors to allocate purchase payments to one or more “index-linked” investment options whose performance is based in part on the return of an index or other benchmark over a crediting period, subject to limits on gains and losses in that benchmark.
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Originally Posted at JD Supra on September 20, 2024 by W. Thomas Conner, Harry Eisenstein, Ann Began Furman, William Kotapish.
Categories: Industry Articles
