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Health Care and Other Benefits |
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| Adviser Opportunities Abound in HSA Market |
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Devenir finds HSA assets grew to an estimated $45.2 billion, spread across some 22 million accounts, at the end of 2017; as more account owners are investing their HSA dollars, the demand for advice is clear.
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| Concerns About Retirement Health Care Costs Increasing Interest in HSAs |
| ConnectYourCare’s 2018 report on consumer-driven health care account trends finds 44.9% of respondents chose to enroll in a health savings account as a savings vehicle for future health care needs, over more immediate benefits like tax savings and lower premiums, up from 40.5% in its 2017 report.
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| Help DB Clients Stay Realistic About Mortality Assumptions |
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“It is important for actuaries for all types of pension plans, including those who work with multiemployer and public-sector plans, not to reverse expectations for mortality improvement in response to the latest data,” says Eli Greenblum, chief actuary for The Segal Group.
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| Advisers Beware and Be Cautious When Talking Taxes in 2018 |
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During a webinar called to discuss the advisory industry impacts of the Tax Cuts and Jobs Act, experts warned advisers to be ready to decline to offer tax advice during 2018—over and over again.
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| With Participation Rates Flat, Some NQDC Plan Sponsors to Make Changes |
| The overall rate of companies offering nonqualified deferred compensation plans increased to 85% in 2017 from a survey low of 77.2% in 2015, according to the annual Prudential/PLANSPONSOR Executive Benefit Survey.
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