PLANADVISER Weekend Newsdash
Week ending October 26th, 2018

Happy Friday, readers! While the topic tends to receive a lot of attention these days in financial news publications and provider-sponsored research reports, advisers have long known about the fundamental difficulty of planning for their clients’ health care needs in retirement. The challenge is about as complex as any that the typical worker faces in their financial life. How much will it cost to access quality care after work ends? Are there additional actions one can take today to improve their long-term health outlook? What health-specific savings or investment vehicles are available? This weekend’s newsletter tackles these vexing questions head on. We hope you’ll share some of what you read with a client or colleague.

Editor's choice
Selecting the Optimal Investment Lineup for HSAs
Most HSAs do not even have an investment component, but this will change, as health care brokers have been driving plan sponsor adoption of HSAs, but in the future advisers will, Jamie Greenleaf, with Cafaro Greenleaf, told attendees of PLANSPONSOR’s 2018 HSA Conference. Read more >
Moving From Health Care Spending to Health Care Saving
Speakers at PLANSPONSOR’s 2018 HSA Conference discussed educating participants about investing health savings account (HSA) assets and planning for retirement health care costs. Read more >
Finding Money for Both HSAs and Retirement Plans Can Be a Challenge for Employees
Willis Towers Watson suggests portals integrated with financial planning tools can help employees make strategic decisions about where to best save their money based on their unique financial situation. Read more >
Plan Sponsor Clients Could Do More to Enhance Participant Retirement Readiness
The Transamerica Center for Retirement Studies makes suggestions in a new report for how employers can take steps to enhance retirement security for workers. Read more >
When HR and Finance Get Together, DC Plan Results Follow
According to Josh Cohen, a big part of PGIM’s strategy as a DCIO provider is to foster conversations across plan sponsors’ own organizations, “presenting them with a framework for frank and practical discussions between the HR and finance functions.” Read more >
Health Care Unknowns Have Always Vexed Retirement Planners
A new “Cost of Long-Term Care” analysis published by Moll Law Group underscores the fundamental difficulty of planning for the health care unknowns faced by all retirement savers. 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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