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
Many Retirees Spending More Than They Expected

However, retirees spend 32% less than non-retirees.

First Deadline Looming for SEC Electronic Disclosure Compliance

When the SEC adopted the new Rule 30e-3 earlier this year, creating a new system for electronic delivery of fund information, it also established a transition disclosure period that starts in January, during which "funds that choose to implement the new delivery method for shareholder reports provide prominent disclosures in prospectuses and certain other shareholder documents that will notify investors of the upcoming change in transmission format.”

Bristol-Myers Squibb to Terminate $3.8 Billion Pension

It will offer lump sums to participants and transfer the remaining money to a group annuity contract from Athene Annuity and Life.

Employee Knowledge Levels Indicate Need for Financial Wellness Education

Employees expressed concerns about budgeting, health care and emergency funds, and low levels of knowledge about financial and retirement topics were reported.

Butch Lewis Act Said to Fail to Address Multiemployer Pension Deficits

The Pension Analytics Group says the act would only temporarily mask the deficits, as opposed to reducing them and that the only solution is to reduce benefits across the board.

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

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

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