PLANADVISER Weekend Newsdash
Week ending February 21st, 2020

Happy Friday, readers! This weekend’s mailing is centered on the timely topic of emergency savings and holistic financial wellness. Skilled retirement plan advisers know that long-term financial success begins with short-term economic stability. Armed with such knowledge, some advisers and their plan sponsor clients are pushing into the areas of emergency savings accounts, debt counseling, tax-advantaged health care savings and more. Collected below is a series of informative articles on these topics. We hope you will share some of what you read with a client or colleague.

Editor's choice
The Case for Automated Emergency Savings Accounts
They are seen as a hedge against retirement plan participants taking loans or hardship withdrawals. Read more >
The Price Tag of Financial Stress
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 >
Record Low Unemployment Spotlights Benefits Generosity
Generous and well-designed employee benefits are even more essential when the unemployment rate dips well below 4%—and so is cultivating a sense of trust and inclusion among the workforce. Read more >
The Way to Help Individuals Plan for Retirement Health Costs
Start by presenting health care expenses rationally, as a combination of predictable monthly expenses (insurance premiums) that can be budgeted for, and less predictable expenses (out-of-pocket) that can be managed from savings, a report from T. Rowe Price suggests. 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 >
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 >
MOST POPULAR STORIES
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans

The DOL announced a final rule that retirement plan fiduciaries can consider climate change and other ESG factors when selecting investments.

Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers

Retirement plan advisers respond to DC recordkeepers that are present, active, and trusted partners, according to an annual Cogent Syndicated brand survey.

Advisers Get Long-Awaited Clarity on ESG in Retirement Plans

DOL's final rule clears regulatory hurdles for retirement plan fiduciaries to implement, or ignore, ESG investing.

AARP Finds Major Gap Between Retirement Goals and Preparedness

A new AARP study finds there is still a wide gap between the importance people put on retirement planning and their sense of preparedness.

Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity

Two new programs focus on advancing diversity in the financial management space by working with historically black colleges and students.

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