PLANADVISER Weekend Newsdash
Week ending August 28th, 2020

Greetings loyal PLANADVISER readers. The focus of this weekend’s mailing is health care and retirement—a topic that is clearly on many peoples’ minds. Even before the outbreak of the coronavirus pandemic earlier this year, retirement plan advisers were growing increasingly focused on the links between physical wellness and financial wellness. Collected below is a series of articles and reports on just that. We hope you find our reporting useful and consider sharing some of what you read with a client or colleague. Stay well!

Editor's choice
‘Lifestyle Benefits’ Suddenly Seem Excessive Amid Economic Crunch
Heading into the coronavirus pandemic, employers were innovating and expanding their ancillary benefits for employees. Read more >
Employees More Focused on Financial Planning Related to Life Events
Employees surveyed said their ideas and feeling about money varied greatly throughout each life stage, and 40% identified more with others who are going through similar life events than those in defined generations. Read more >
Big Dose of HSA Education Needed
Simply put, a lack of insight and advice means Americans are failing to take full advantage of health savings accounts (HSAs). Read more >
Planning for Clients’ Health Care Expenses in Event of a Layoff
Mark Waterstraat, president of consumer solutions at Alegeus, offers simple steps to coach clients through managing their health care finances after a layoff. For example, did you know that individuals can use HSA funds to pay COBRA premiums tax-free? Read more >
Employees Need HSA Education, Especially Now
Education is vital for all benefits, and especially now for health insurance coverage, says Fidelity Investments. Read more >
Advisers Giving Back: Brad Arends at intellicents
The plight of rural community health care systems is a personal matter for the community in Albert Lea, Minnesota, and for Brad Arends at intellicents. Read more >
MOST POPULAR STORIES
House Committee Advances Bill With Various Retirement Plan Provisions

The RISE Act would increase automatic cashout limits, enable employers to offer small financial incentives for retirement plan participation and simplify plan sponsor disclosure requirements, among other things.

Retirement Industry People Moves

North Pier adds senior consultant in Chicago; Natixis Investment Managers hires head of retirement and institutional business; Mesirow appoints managing director to oversee structured debt; and more.

Employees Favor Retirement Plans That Substitute Annuities for Bonds

A survey also found nearly half of employees prefer to have a mix of investments and lifetime income over either traditional pensions or investments alone.

NFP’s Wealthspire Acquires Private Ocean

Wealthspire’s leadership calls the acquisition “a significant opportunity to plant a flag on the West Coast and demonstrate our growing national scope.”

A 3.3% Withdrawal Rule Might Be More Sustainable for Retirees Going Forward

Considering low bond yields and high stock valuations, Morningstar re-examined the traditional 4% withdrawal rule.

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