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January 14th, 2020 Information & Insights for the 403(b) Community Health Care Organizations Focused on Improving Retirement Plan Participant Savings Implementing lessons learned from behavioral finance and measuring plan success by participant retirement readiness can help, according to Brodie Wood, with Voya Financial. Components of Annuity Pricing The costs of annuities depends on the type and the amount of flexibility. Ask the Experts Is Treatment of Roth Excess Deferrals the Same as That for Pre-Tax? “Are refunds of an excess Roth 403(b) deferral handled the same way as an excess deferral to a traditional pre-tax 403(b)? If not, what are the differences?” DC Plans Moving to Become Decumulation Vehicles More plan sponsors have a policy for retaining the assets of terminated and retired participants and more are offering decumlation strategies. Retirement Industry People Moves Multnomah Group brings in senior consultant; MassMutual adds several relationship managers; and more. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 400, Rockville, MD 20850