An Innovative Retirement Solution

09/01/2026
An Innovative Retirement Solution

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Episode Synopsis

Up until the 1980s, pension plans were a common approach for employers to help employees with retirement. Unfortunately, the investment risks became a bigger burden to carry than many businesses felt they could afford. Ted Benna, a benefits consultant, however, shrewdly discovered a 1978 tax provision that could replace the investment risk of these pension ...
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