Week ending August 25th, 2017

NOTE FROM THE EDITOR

Happy Friday, readers! This weekend’s mailing focuses on the topic of Health Care and Other Benefits that remain top-of-mind for plan sponsor clients. Our adviser readers may focus on 401(k) plans and pensions, but the stories below demonstrate the important intersections of health and wealth.

Health Care and Other Benefits

Couples’ Retirement Health Care Cost Projections Approach $300K

One Fidelity benefits consulting executive describes the inflation in retiree health care expenses as insidious and unrelenting. Read more >

Fiduciary Reforms Will Impact Expanding HSA Market

The DOL fiduciary rule expansion establishes ERISA fair dealing requirements in the sale and service of health savings accounts; employers have a lot of questions about what this means. Read more >

Benefits Programs Integrating Health and Financial Wellness

Providers are redesigning benefits programs to focus on health, financial wellness, job satisfaction and productivity. Read more >

Majority of Small Businesses Do Not Offer Retirement, Health Benefits

Seventeen percent of respondents to a survey by Paychex said they did not see the need to offer retirement benefits to their employees. Read more >

Sponsors Think ‘Rothification’ of 401(k)s Would Deter Participation

This is according to a survey by the Committee on Investment of Employee Benefit Assets Inc. of its members. Read more >

Student Loan Assistance Trumps 401ks for Many Employees

However, the CEO of IonTuition says employees need to take a balanced approach to plan for their future and deal with immediate needs at the same time. 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.

$10M NRECA Settlement Agreement Includes Administrative Changes

In addition to a $10 million payment to a settlement fund, the agreement calls for fee reviews and analyses to occur on at least a triannual basis.

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