PLANADVISER Weekend Newsdash
Week ending June 22nd, 2018

Happy Friday, readers! Those advisers who attended the 2018 PLANSPONSOR National Conference last week in Washington, D.C., will perhaps have noticed the increased focus being paid by plan sponsors to the topics of health care, student loan debt, and other ancillary benefits. Notably, this year’s conference kicked off with our first ever HSA Bootcamp, where there was an impressive amount of engagement among the attendees and discussion of innovative ways to link retirement, health care and individuals’ general finances. These subjects will remain top-of-mind for PLANADVISER’s editorial team ahead of our forthcoming conference and other new one-day events. Find more information on www.planadviser.com.

Health Care and Other Benefits
Planning for Health Care Costs in Retirement Is a Personalized Process
Vanguard has issued a new framework, jointly developed with Mercer, that helps pre-retirees and retirees with planning for annual health care costs and long-term care expenses in retirement. Read more >
Considerations for Helping Terminating and Retiring Participants
“If a plan sponsor can invest in an adviser or other person to provide direction for terminating or retiring employees, that would be extremely helpful,” Terry Dunne, from Millennium Trust Company, told 2018 PLANSPONSOR National Conference attendees. Read more >
An Experiment in Crowd Funded 529 College Savings
A little more than a year ago, Franklin Templeton launched its “Spryng” college savings tool, making a bet that the capabilities of crowdfunding could translate well to the college savings domain. Read more >
Broad-Based Financial Education Found to Be Ineffective
Instead, programs need to be tailored to each individual’s specific financial goals. Read more >
Employers Likely to Ramp Up Student Loan Repayment Benefits
While not a traditional topic for retirement specialist advisers to speak about, experts agree that student loan repayment benefits are a powerful boon to financial wellness programming—and a topic that financial advisers should learn more about.  Read more >
MOST POPULAR STORIES
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
2020 PLANADVISER National Conference
$10M NRECA Settlement Agreement Includes Administrative Changes

In addition to a $10 million payment to a settlement fund, the agreement calls for fee reviews and analyses to occur on at least a triannual basis.

More Sutter Health 403(b) Plan Participants Challenge Plan Investments

As in a lawsuit filed in July, the plaintiffs in the recent case challenge the use of an actively managed TDF suite over an index suite.

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