PLANADVISER Weekend Newsdash
Week ending August 24th, 2018

Happy Friday, readers! This weekend’s mailing focuses on the complex and formidable task of planning for health care expenses in retirement. Even the median healthy couple retiring today at age 65 faces a massive projected lifetime health care bill just shy of $300,000. It is clear that retirement advisers are in a good position to help individuals identify and address this incredible challenge.

Health Care and Other Benefits
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 >
Longer Student Loan Terms and Greater Monthly Payments Reported
Overwhelmingly, employees surveyed by IonTuition agree with the statement, “I would like my company to offer a voluntary student loan assistance benefit.” Read more >
A Couple Retiring This Year Will Need $280K for Health Care
This is up 2% from last year—and 75% from 2002, when Fidelity began estimating health care costs in retirement.  Read more >
Health Factors Can Derail Plans to Retire Later
While Prudential found pre-retirees seem well-aware of risk factors that could force them to retire earlier, study results show they could benefit from a financial plan. Read more >
Health Care Costs Negatively Affecting Workers’ Financial Picture
Of the 48% who say their health care costs have increased, more than one-quarter have decreased their retirement plan contributions. Read more >
MOST POPULAR STORIES
Learning the Medicare Alphabet Is a Must for Modern Advisers
Do you know the difference between Medicare Parts A and B? What About Parts C and D?
An IPS Is Not Required
But there’s no good reason for a plan not to have one.
Reg BI Could Make It Easier for B/Ds to Compete With Retirement Plan Advisers

Experts say the new SEC rules could allow brokers to encroach into the traditional territory of advisers without having to meet the same fiduciary standard of care.

Advisers' Future Trajectory
Firms confront a convergence of retirement plan and wealth consulting
Advising on Short-Term Goals for the Long-Term Future
How can financial advisers focus on retirement security if many participants are still figuring out shorter-term stability?

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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