PLANADVISER Weekend Newsdash
Week ending April 27th, 2018

Happy Friday, readers! As you may know, each year the staff of PLANADVISER and PLANSPONSOR magazines puts on two national conference events, bringing together our readership, industry sponsors and expert speakers for three engaging days of learning and networking. We are already hard at work planning the 2018 PLANSPONSOR National Conference, which kicks off on June 13, 2018. If your clients have never attended “PSNC,” this is going to be a great year to join us. In addition to the regular DC Plan Bootcamp, we will be debuting a Health Savings Account (HSA) Essentials Workshop on the morning of Day One. These extended sessions will benefit both experienced and novice plan sponsors alike. Find more information below.

Health Care and Other Benefits
2018 PLANSPONSOR National Conference
Regardless of a retirement plan sponsor’s position—whether on the finance, treasury or human resource side of the retirement plan—the PLANSPONSOR National Conference will deliver practical and powerful strategies for maximizing plan outcomes. If you’re an adviser, the conference helps you stay in touch with the challenges your clients face. Join your peers to discuss practical, creative solutions for your plans and participants. Read more >
Adviser Opportunities Abound in HSA Market
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.  Read more >
How to Invest in a Health Savings Account
An interview with Steve Christenson, EVP at Ascensus.  Read more >
HSA Limit for Family Coverage Reduced
In Internal Revenue Bulletin 2018-10, the Internal Revenue Service (IRS) describes changes to the limit on health savings accounts (HSAs) as prescribed by the Tax Cuts and Jobs Act of 2017.   Read more >
Plan Sponsor and Participant Clients Thirsty For HSA Guidance
Fourteen years after HSAs first hit the scene, there are still fundamental misunderstandings about how they work. Read more >
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. Read more >
MOST POPULAR STORIES
More TDF Underperformance ERISA Lawsuits Filed

The new cases closely resemble a host of others filed in recent months that suggest fiduciary defendants selected underperforming target-date funds.

Why Are Financial Services Firms Looking to Wealth Management Leaders?
The short answer is that more financial services firms are looking at their wealth management divisions as drivers of growth; the long answer is a lot more complicated.
The Future of Work in the Investment Industry

The CFA Institute’s recent report examines leading trends and explores the future of work in the investment industry.

GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns

Nineteen Republican state attorneys general signed a letter to BlackRock seeking ‘clarification on actions that appear to have been motivated by interests other than maximizing financial return.’

The New Vesting Schedule Debate
Surveys and anecdotal evidence suggest plan sponsors are shortening their plan’s vesting periods, but there remains disagreement in the industry about whether vesting schedules may in fact disappear.
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