PLANADVISER Weekend Newsdash
Week ending August 17th, 2018

Happy Friday, readers! This weekend’s mailing focuses on the always timely topic of Client Service. As a defined contribution plan adviser, your specialty is helping individuals accumulate assets for retirement. But increasingly, clients expect help with a broader range of financial planning needs, from mapping future health care costs and understanding health savings accounts to minimizing taxes and planning for a sustainable retirement paycheck through annuitization. Find below a collection of helpful articles on these subjects and more, aimed at helping you take your client service to the next level.

Editor's choice
Health Care Unknowns Have Always Vexed Retirement Planners
A new “Cost of Long-Term Care” analysis published by Moll Law Group underscores the fundamental difficulty of planning for the health care unknowns faced by all retirement savers. Read more >
Helping Employers Sort HSA Facts from Fictions
The health care plan and the health savings account are not the same thing; while the employer has some administrative responsibilities, the HSA belongs wholly to the employee and is portable. Read more >
Participants Speak Clearly About Need for DC Account Income Planning
A new report published by Cerulli Associates draws out participant perspectives on the topic of DC plan decumulation, revealing that many of those leaving the work force feel “generally clueless” about how to manage their nest egg. Read more >
With Litigation Rush, Fiduciary Insurance Adequacy Is Critical
As a result, insurers are scrutinizing potential customers more carefully, asking for extensive documentation and proof of compliance with stated policies. 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 >
Retirement Income Solutions and Strategic Withdrawals
Thomas Dodd, executive director of Pavilion Advisory Group, speaks to the importance of implementing a strategic withdrawal plan once retirees initiate distributions of DC plan assets. Read more >
MOST POPULAR STORIES
Is the Traditional Fiduciary Insurance Model at Risk?
One legal professional at a fiduciary insurance firm argues that the ‘indiscriminate nature’ of recent ERISA lawsuit filings could eventually culminate in a crisis for the retirement plan industry’s current approach to risk management and fiduciary insurance.
'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya

The SEC says the charges and settlement show even the most sophisticated institutional investors, like pension funds, can become victims of wrongdoing.

Why Small Business Owners Often Resist 401(k)s

Two of the reasons most commonly cited by small business owners for not offering a retirement plan are the beliefs that their business is too small to qualify and that they can’t afford a match.

Retirement Industry People Moves

OneDigital names vice president of product; Advisor Group acquires Infinex; T. Rowe Price appoints senior ESG leader; Voya hires chief information security officer; and more.

SEC Votes to Propose Updated Fund Name Rules, ESG Disclosures for RIAs

Wednesday was a busy day for the U.S. Securities and Exchange Commission, which voted to propose two separate regulations that will impact investment managers and registered investment advisers—and which sources say are likely to generate substantial public comment and debate.

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