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
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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