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
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
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.

PANC 2020: Is It Time to Re-evaluate TDFs?

There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented year for the markets?

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