Week ending January 24th, 2020

Happy Friday, readers! The convergence of health and wealth remains an important employee benefit trend in 2020, and plan sponsors are seeking advisers with expertise on such topics as health savings accounts, the savings hierarchy and long-term care. Collected below is a series of articles on these timely topics. We hope you will share some of what you read with a client or colleague.

Editor's choice

HSAs, FSAs and HRAs: Get to Know the Health Savings Alphabet

The account types differ quite a lot. Some require same-year spending, most are owned by the employer, and one comes with a triple tax advantage. Read more >

Broad Benefit Trends to Watch in 2020

Employers are accustomed to having five generations in the workforce, but they now need to focus on the new expectations Gen Z brings to the workplace, Fidelity says. Read more >

Facts You Haven’t Learned About HSAs

One overlooked benefit of HSAs is that people can actually spend money on qualified health care expenses out of pocket and then reimburse themselves tax-free via the HSA once they enter retirement. Read more >

The Positive Impact of Claiming Social Security Later

The Center for Retirement Research says the reduction for claiming early is currently too large while the increase for claiming late is about right. Read more >

Limited 529 Plan Knowledge Holds Savers (and Advisers) Back

Educating people about the plans is important, as a recent Edward Jones survey found that only 29% of Americans know what the purpose of these plans are. Read more >

MOST POPULAR STORIES

15th Anniversary of Retirement Plan Adviser of the Year

Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program.

Cybersecurity Strategies for the Adviser Industry

Effective cybersecurity strategies start with the right tone at the top, with senior leaders who are committed to improving their organization’s digital posture.

Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge

The firm has successfully argued that it is entitled to negotiate and collect revenue-sharing fees from mutual fund companies in exchange for representation on its FundsNetwork platform.

2020 TOP 100 Retirement Plan Advisers

Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.

Delta Air Lines Must Face Lawsuit Over Pension Payments

Retirees sued for denial of benefits, claiming Delta was wrong to offset their pension payments by a workers' compensation settlement they received.

Strategic Insight was recently acquired by ISS. Learn more.

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