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
‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
Settlements have totaled more than $1 billion, making insurers think twice about new fiduciary insurance policies.
Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

Wake Forest University Baptist Medical Center Sued Over 403(b) Plan Fees

The lawsuit says plan fiduciaries failed to ensure reasonable investment fees and mismanaged revenue sharing to pay for administrative expenses.

Talking Digital Advice Trends With Morningstar and DFA
Morningstar Investment Management’s head of digital advice outlines his firm’s expanding collaboration with Dimensional Fund Advisors—the goal of which is to deliver a more customizable managed account service to market in support of financial advisers.
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