PLANADVISER Weekend Newsdash
Week ending October 27th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers. Below you will find a helpful series of articles and research reports seeking to link the challenges and opportunities of health care and retirement planning. In particular, we present ample evidence that health savings accounts are ripe for growth—and they represent an important opportunity for advisers and their clients to be better prepared for the long-term future. We hope you will share some of what you learn with a colleague.  
Health Care and Other Benefits
The Role of HSAs
The time is ripe for retirement plan advisers to get into the business of educating about HSAs, experts say. Read more >
Employees Need to Get a Grasp on Managing Health Care Costs
Advisers who help plan sponsor clients address employees’ health care cost concerns may be helping to boost employees’ retirement savings. Read more >
HSAs Seen as a Viable Solution for Health Care Costs in Retirement
A 65-year-old couple retiring today can expect to pay $400,000 in health care expenses. Read more >
Worried About Health Care Cost Inflation? It Has Only Just Begun
The health care cost inflation projections contained in HealthView Services’ latest reporting are simply astounding; accounting for projected lifetime inflation, a healthy retired couple at 65 can expect $600,000 in health-related expenses alone. Read more >
Advisers Compete for Benefits Dollars and Time
New research from Fidelity warns that plan sponsors’ increasing focus on health care is cutting back the amount of money and time they have to devote to retirement benefits; satisfaction with advisers is also up. Read more >
Larger Plans Offer Many Benefits
Companies midsized and up are likelier to offer NQDCs, HSAs and more. Read more >
MOST POPULAR STORIES
Many Retirees Spending More Than They Expected

However, retirees spend 32% less than non-retirees.

Butch Lewis Act Said to Fail to Address Multiemployer Pension Deficits

The Pension Analytics Group says the act would only temporarily mask the deficits, as opposed to reducing them and that the only solution is to reduce benefits across the board.

First Deadline Looming for SEC Electronic Disclosure Compliance

When the SEC adopted the new Rule 30e-3 earlier this year, creating a new system for electronic delivery of fund information, it also established a transition disclosure period that starts in January, during which "funds that choose to implement the new delivery method for shareholder reports provide prominent disclosures in prospectuses and certain other shareholder documents that will notify investors of the upcoming change in transmission format.”

Bristol-Myers Squibb to Terminate $3.8 Billion Pension

It will offer lump sums to participants and transfer the remaining money to a group annuity contract from Athene Annuity and Life.

2019 Planning for DC Plan Clients

Willis Towers Watson offers nine actions for DC plan advisers to help their clients mitigate risks in 2019.

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

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

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