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
Old Dogs, New Tricks: Training for Veteran Advisers Pays Off

A new case study suggests even advisers with decades of industry experience can attain measurable growth improvements with the short-term addition of training, coaching and peer accountability.

Weighing Active Management in DC Plans

Experts continue the debate about actively managed funds in light of a publication from the CFA Institute Research Foundation which asks, ‘Is active management worth it?’

CAPTRUST, T. Rowe, NBS Team Up on ‘MEP-PEP Alternative’ for Small Clients

The Direct Fiduciary program aims to allow companies to significantly reduce the amount of time spent managing an individual 401(k) plan by outsourcing administrative and investment fiduciary responsibilities.

SEC Sanctions Offer New Cybersecurity Guideposts
One former SEC enforcement leader says actions against several advisory firms that allegedly had cybersecurity failures make a clear case for the use of multifactor authentication—but that’s just the beginning of cybersecurity.
DOL, IRS and PBGC Call for Comments on Form 5500 Revisions

In addition to asking for input on the SECURE Act’s requirements and the current Form 5500, the DOL has published a notice of proposed changes to its implementation of regulations under Title I of ERISA.

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