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
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
2020 PLANADVISER National Conference
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
People of Color Report Limited Retirement Investments

They also say they are not making headway on their retirement goals.

CAPTRUST Acquires Retirement Planning Practice From Plante Moran Financial Advisors

The ‘carve-out’ acquisition brings CAPTRUST’s assets under advisement to $400 billion and represents the continuation of an important retirement plan industry trend involving large, diversified financial services firms.

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