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.
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.
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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.
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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.
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.
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 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.
