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
2018 Adviser Choice Awards

PLANADVISER has announced winners of the fifth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2019 on March 28th.

Empower ERISA Revenue-Sharing Lawsuit Voluntarily Dismissed

The court officially ended the case by approving a dismissal motion jointly filed by the parties.

Retirement Industry People Moves

The Standard Adds Retirement Plan Consultants to U.S. Regions; Regional Sales Director Joins OneAmerica’s Northern California Team; Two West Advisors Partners with TAG Resources; and more.

‘Decumulation Challenge’ May Drive Next-Gen Digital Advice

CFB Board sees decumulation as a likely driver of digital advice innovation, especially as an aging population creates a need for more efficient and effective services.

Study Points Out Benefits of Guaranteed Pensions to Economy

According to a study from the National Institute on Retirement Security, in 2016, each dollar paid out in pension benefits supported $2.13 in total economic output nationally.

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

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

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