(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 14th, 2019

Retirement Plan Considerations in Mergers and Acquisitions

The complexity of retirement plan laws and the volume of plan assets demand that more attention be given to retirement plans in company mergers and acquisitions (M&As), says Richard P. McHugh, an attorney with Porter Wright Morris & Arthur LLP. Read more >

A New Playbook for Employer-to-Employee Financial Guidance

Jellyvision’s Bob Armour discusses how to make finance-related benefits guidance a part of a plan sponsor’s financial wellness platform. Read more >
ASK THE EXPERTS
What Is an Equity Indexed Annuity?
“I recently found out that the 403(b) plan our firm sponsors contains something called an ‘equity indexed annuity.’ Can you explain to me exactly what that is, as I have never heard of the term before?” Read more >

Communicating Retirement Benefits to Five Generations of Workers

The University of Pittsburgh has found stories from peers resonate well with every employee group. Read more >

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

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