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 Wish They Had Delayed Taking Social Security Benefits

MassMutual says a married couple that lives into their 90s but decides to begin their Social Security benefits at age 62 as opposed to age 70 could be leaving as much as half a million dollars on the table, or forfeiting $2,000 to $4,000 a month for life.

Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action

Besides a lengthy Finance Committee hearing discussing the popular RESA legislation, the day on Capitol Hill also brought news of the introduction of the new Retirement Security and Savings Act.

Institutional Plans See Strong Q1 2019 Returns

U.S. equities were the driver of rebounds from the 4th quarter of 2018, according to the Northern Trust Universe and the Wilshire Trust Universe Comparison Service.

RESA, RSSA, SECURE Act and More Pile Up in Congress

Sources say the SECURE Act could pass the House this month, potentially setting the stage for a reconciliation process that could bring together common elements of multiple pending bills.

Excessive Fee Suit Filed Against Greystar Management

The lawsuit accuses the sponsor of a small 401(k) plan with failing to monitor and correct excessive fees.

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

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

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