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
Education About Tax Treatment and Fees Could Boost 401(k) Participation

Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.

IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019

A Program Letter lists compliance strategies for the agency for next year.

Inertia Remains a Plan Sponsor Problem, Too

The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are also prone to settling with the status quo.

How Rising Interest Rates Affect Stable Value Funds
While money market funds may look more appealing in the short run, this is not expected to last.
Open MEPs Could Create Many Opportunities for Advisers
Should Congress or federal regulators eliminate the common nexus and bad apple rules that have held back open multiple employer plans, experts anticipate many more small businesses will jump in.

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

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

Subscribe to Adviserdash, click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade