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
What Is a DOL Adviser Investigation Like?
The number of Department of Labor investigations of financial advisers has steadily increased over the years; here is a primer on the DOL’s sources of authority, and what to expect when examiners come knocking.
2019 PLANADVISER Micro Plan Survey
Our annual gathering of data on plans with less than $5 million in assets points to a promising market for advisers
TOP 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
Americans Worry About Running Out of Money in Retirement

CPA financial planners say Americans are also concerned about maintaining their lifestyle and not being able to meet rising health care costs.

Debt Weighs Heavily on Millennials

They may be grappling with debt for decades to come, according to Nationwide Advisory Solutions.

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

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

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