PLANADVISER Weekend Newsdash
Week ending December 22nd, 2017

Happy Friday, readers! Among the variety of website traffic trends observed by the PLANADVISER.com editorial staff during 2017 was the strong relative performance of articles speaking about health care costs and other benefits subjects ranging outside DC and DB retirement plans. While our clicks reports aren’t completely scientific, there seems to be a real budding interest among our adviser readers in branching out and learning more about how their existing skillsets might make it possible to help clients better prepare for the high cost of care that many people face late in life. We hope you will share some of what you learn below with a client or colleague. And please take note, we will not be publishing a newsletter on Monday.  

Health Care and Other Benefits
Planning for Medicare Premiums and Drug Costs Is a Difficult Fact of Life
A new EBRI analysis suggests some couples retiring in the near future could need as much as $370,000 in dedicated savings just for medical care; small wonder to see workers are hungry for advice on managing Medicare premiums and drug costs. Read more >
Divorce and Failing Health Amid Overlooked Retirement Roadblocks
Clients and advisers alike often overlook the possibility of divorce or losing a spouse in their financial planning, according to TD Ameritrade’s latest survey. Read more >
Few Americans Preparing for Long-Term Health Care Savings
Only 41% of consumers surveyed understand what long-term health care expenses will be in retirement, and only one-third are confident they are saving at an appropriate rate to cover long-term health care needs. Read more >
Benefits Need to Be Communicated Year-Round
By making workers aware of health and financial benefits, employers can make their workforce more engaged and productive—and avoid costly expenses. Read more >
Little Consensus on 'Financial Wellness'
There seems to be no consensus on a definition of the trendy term, but plan advisers can create their own business model for offering a ‘financial wellness’ program. Read more >
Catering to Millennial Investors and Job Seekers
According to data from Wells Fargo and TheMuse, if given $1,000 in spare cash to invest, 86% of Millennials would be motivated to invest in a company that “makes the world a better place with their products.” Read more >
MOST POPULAR STORIES
RIA Aggregators Aim for Small-Plan Market Expansion

OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small businesses.

‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

10th Circuit Affirms Great-West Fee Suit Dismissal

The district court ruling in the case, now backed by an appeals court, stands out for having been filed alongside a sanction declaring the plaintiff’s law firm Schlichter Bogard & Denton behaved “recklessly.”

T. Rowe Price CEO Change Reflects Financial Industry Trends

During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.

The Future of Health Care—and What It Means for Retirement Planning

As health care costs rise, there is more overlap than ever between health decisions and financial decisions. So much is obvious to forward-thinking financial advisers, but what is less clear is where health care itself is heading in the 21st century.

rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850