Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 25th, 2018

Join PLANADVISER's First-Ever HSA Conference

Judging by the impressive number of readership questions and comments we receive regarding the topic, it is safe to say that health savings accounts (HSAs) are top-of-mind for retirement plan sponsors and HR professionals. Many sponsors say they are actively seeking advice on the best ways to implement and manage HSA programs—and how to link these to more traditional approaches to workplace health insurance and DC retirement plans. At our one-day event, our expert speakers will cover all of this and more. Won’t you and your clients join us? Read more >
HSA Conference October 2
In light of rising medical costs, health savings accounts (HSAs) have experienced significant asset growth and wide adoption nationally. These programs have entered the spotlight for their triple-tax-advantaged status and flexibility as both a short-term and long-term savings vehicle. Employers are adding them, in combination with a high-deductible health plan (HDHP), as part of an overall benefits program. Just a week from today in New York City, PLANSPONSOR is hosting a one-day conference focused on offering insights to all of those working with HSAs or wondering how to offer them. Read more >
HSA Agenda Highlights
Among our speakers are Jack Towarnicky, executive director of the Plan Sponsor Council of America, and Sara Caddy, benefits manager at Dimensional Fund Advisors. Kevin Robertson from HSA Bank will present the keynote, titled “Maximize Your HSA Program for Both Health and Wealth,” during which he will provide employers and advisers with guidance on how HSAs differ from traditional retirement vehicles when it comes to administrative oversight, contribution structures, investment plan design and the participant experience. Check out the updated agenda online and register today! Read more >
Best of PSNC Coming Up This Fall
Calling all plan sponsors and advisers in or around Boston, Chicago, Houston, New York City and San Francisco! For the third year we are taking the highlights of our PLANSPONSOR National Conference on the road in a half-day focused event for plan sponsors and advisers, in mid-to-late November. Like the full-length PSNC, the program drills down into the latest industry trends and best practices in critical areas. Read more >
MOST READ ARTICLES
1
Finding Money for Both HSAs and Retirement Plans Can Be a Challenge for Employees
2
Congress Actively Taking Up HSA Legislation
3
Fidelity Faces a Myriad of Allegations in New ERISA Lawsuit
4
Open MEPs Could Create Many Opportunities for Advisers
5
Millennials Not Confident About Making Investing Decisions
Sponsored message from Charles Schwab
Making Workplace ­Financial Wellness ­Actionable: Moving Beyond Education
The notion of promoting financial wellness through workplace programs has been gaining traction for several years now. Still, fewer than one in four employers have implemented a financial wellness program, and many remain uncertain about what such a program should look like. Read more >
Bring Your Clients
Panelist discussions will help plan sponsors craft a retirement plan that meets the needs of their unique work force while implementing proper corporate governance that allows them to manage their fiduciary duties. The conference agenda will cover regulation/legislation/litigation, financial wellness, investment menu trends, and participant communication and education, among other topics. For retirement plan advisers, there is no better way to stay up to date on the latest challenges confronting your clients—and keeping them up to date by bringing them along is a great opportunity to increase your value! Read more >
Market Mirror
Yesterday, the Dow lost 181.45 points (0.68%) to finish at 26,562.05, the NASDAQ was up 6.29 points (0.08%) at 7,993.25, and the S&P 500 decreased 10.30 points (0.35%) to 2,919.37. The Russell 2000 was down 7.00 points (0.41%) at 1,705.32, and the Wilshire 5000 closed 110.64 points (0.36%) lower at 30,313.36. The price of the 10-year Treasury note was down 3/32, increasing its yield to 3.076%. The price of the 30-year Treasury bond decreased 832, bringing its yield up to 3.214%.

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 / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund