|January 10, 2017|
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|Ask the Experts|
David Levine and David Powell, with Groom Law Group, and Michael A. Webb, VP, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. firstname.lastname@example.org with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.
MassMutual Upgrades RetireSMART Ready Tool
MassMutual upgraded its RetireSMART Ready tool available on the RetireSMART website to provide savers in defined contribution (DC) plans with better guidance and potentially improved outcomes to help reach their retirement goals.Read more >
Lincoln Investment Capital Holdings Purchases Legend Group Holdings
Cetera Financial Group, a network of independent broker-dealer firms, has announced the sale of Legend Group Holdings to Lincoln Investment Capital Holdings. The Legend Group includes an independent broker-dealer and registered investment adviser (RIA) focused on supporting the delivery of professional guidance by financial advisers to 403(b) retirement savings plans.Read more >
AXA Head of Retirement Expands Role
Kevin Molloy, head of Retirement Plan Services for financial protection firm AXA, will now oversee the 403(b), 401(k), 457, and associations retirement businesses.Read more >
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