PLANADVISER Weekend Newsdash
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
Many Retirees Spending More Than They Expected

However, retirees spend 32% less than non-retirees.

Butch Lewis Act Said to Fail to Address Multiemployer Pension Deficits

The Pension Analytics Group says the act would only temporarily mask the deficits, as opposed to reducing them and that the only solution is to reduce benefits across the board.

First Deadline Looming for SEC Electronic Disclosure Compliance

When the SEC adopted the new Rule 30e-3 earlier this year, creating a new system for electronic delivery of fund information, it also established a transition disclosure period that starts in January, during which "funds that choose to implement the new delivery method for shareholder reports provide prominent disclosures in prospectuses and certain other shareholder documents that will notify investors of the upcoming change in transmission format.”

2019 Planning for DC Plan Clients

Willis Towers Watson offers nine actions for DC plan advisers to help their clients mitigate risks in 2019.

Bristol-Myers Squibb to Terminate $3.8 Billion Pension

It will offer lump sums to participants and transfer the remaining money to a group annuity contract from Athene Annuity and Life.

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

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

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