PLANADVISER Weekend Newsdash
Week ending July 24th, 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
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 >
Big Dose of HSA Education Needed
Survey results show nearly a third of consumers surveyed currently have an HSA, and many respondents had one previously, so, in total, almost half of respondents either currently have one or have had one in the past.  Read more >
IRS Publishes 2021 HSA Max Inflation Adjustment
Each year, the Internal Revenue Service adjusts its annual contribution limitations for health savings accounts to account for inflation. 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 >
A Time of Crisis. A Time to Solve Our Big Problems?
With passage of the CARES Act, Congress has demonstrated an ability to speedily enact ambitious bipartisan legislation that addresses the nation’s major challenges head on. Sources wonder whether the feat can be repeated. Read more >
Employers Called on to Retain Older Workers
By one estimate, allowing people to work longer could boost GDP by 19%. Read more >
MOST POPULAR STORIES
2023 Retirement Plan Adviser of the Year Finalists

Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.

Retirement Advisers Increasingly Want PEP Option in Toolbox

Pooled employer plans are still a nascent offering in the retirement market, but an increasing number of advisers want them available as an option and discussion point—even if they’re not recommending them.

A Reminder to Avoid Fraudulent Hardship Withdrawals

An individual in Ohio was recently indicted by a grand jury on charges that he fraudulently claimed the assets he withdrew from his retirement account would be used to purchase a primary residence and to pay medical expenses.

With SECURE 2.0, the Cash Balance DB Plan May Be Back

Experts at a DB Summit discussed the resurgence of cash balance plans and the advantages of variable benefit plans tied to the markets.

Small Businesses and SECURE 2.0: Exemptions and Tax Credits

SECURE 2.0 offers tax credits to create plans, as well as to join existing PEPs and MEPs.

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