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 >
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What Is a DOL Adviser Investigation Like?
The number of Department of Labor investigations of financial advisers has steadily increased over the years; here is a primer on the DOL’s sources of authority, and what to expect when examiners come knocking.
Managed Account QDIA Mechanics Challenge Plan Sponsor Clients
ERISA attorneys and plan design consultants say they are hearing more questions from sponsors about using managed accounts as a plan’s default investment, but the most common use case remains opt-in managed accounts.
Assessing Likely Impacts of IRS Hardship Withdrawal Rule Changes
New rules established by Congress and the IRS simplify the process for participants to request a hardship withdrawal of DC plan assets; some experts say this could increase “leakage,” while others anticipate more positive effects, such as lower debt among cash-strapped participants.
Court Returns Mixed Ruling in Schwab ERISA Self-Dealing Suit

The detailed ruling comes after Schwab defendants moved to dismiss in part the plaintiff’s second amended complaint. 

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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