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
Asset Managers Weigh In on DC Plan Investment Trends

They foresee growth in the use of CITs, retirement income products and ESG investments.

The 2022 Retirement Landscape Takes Shape

The U.S. faces a $4 trillion retirement savings gap heading in the new year, but both public and private solutions are coming online to help more people prepare adequately for life after work.

Moving From Words to Actions on Diversity, Equity and Inclusion
Adviser industry professionals tasked with addressing the serious lack of diversity and inclusion in their field say the events of the past few years have helped supercharge efforts to solve a longstanding problem.
The 2022 M&A Outlook: Bumper or Bust?
Experts foresee strong interest in retirement industry merger and acquisition deals continuing next year, but firms may have more difficulty securing top talent as the number of transactions mounts.
The 2022 Retirement Legislation Landscape Takes Shape

The SECURE Act became law at the very end of 2019, ushering in major changes for the retirement planning industry, and experts are again asking whether the close of 2021 could bring similar progress.

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