(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 12th, 2019

What Baby Boomers Can Do When Market Volatility Hits Near Retirement

Experts weigh in on how to balance a near retirement future with instability in the market.Read more >

Open MEPs Will Be a Retirement Plan Market Disruptor

If legislation allowing for open multiple employer plans (MEPs) is passed, it will be a while before implementation, and changes it will bring will affect services and business models of nearly every stakeholder in the retirement plan industry.Read more >

Investing for the Future Improves Sense of Financial Well-Being

BlackRock says easy-to-use investment solutions could help alleviate both financial and emotional barriers to saving and investing for the long term that were revealed in its Global Investor Pulse survey.Read more >

TCG Advisors Launches Workplace Financial Wellness Program

The program features personalized recommendations to improve financial wellness, learning modules, a planning toolkit and access to coaches and Certified Financial Planners.Read more >
Difference Between Investment in Annuity and Annuity Distribution
“I have just been contacted be an employee who is retiring who wishes to initiate the process of ‘annuitizing’ her benefit when she retires. I am relatively new to working with our 403(b) plan and am confused, as our 403(b) plan only offers annuity investments. Isn’t an annuity automatic?”Read more >

Murphy and Reynolds Take New Roles at Great-West

Edmund Murphy III, has been appointed president and CEO of Great-West Life & Annuity Insurance Company (GWL&A), the U.S. subsidiary of Great-West Lifeco Inc. and the parent of Empower Retirement. Former President and CEO Robert Reynolds will shift to a new role as chair of Great-West Lifeco U.S. LLC. Reynolds will maintain his role as president and CEO of Boston-based Putnam Investments, also a subsidiary of Great-West Lifeco US.Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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