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
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.

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.
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.

Kaleida Health Faces 403(b), 401(k) Plan Fee Lawsuit

The complaint specifically calls out the 11 T. Rowe Price target-date funds (TDFs) offered by the plans, saying they are all adviser or retail class funds—as opposed to investor or institutional class funds.

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

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

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