PLANADVISER Weekend Newsdash
Week ending June 26th, 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
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 >
The Need for Planning—Not Just Advice—Is Clear
Financial advisers say the coronavirus pandemic has exposed the need for creating a comprehensive financial plan as opposed to receiving ad hoc advice. Read more >
HSAs, FSAs and HRAs: Get to Know the Health Savings Alphabet
The account types differ quite a lot. Some require same-year spending, most are owned by the employer, and one comes with a triple tax advantage. Read more >
Helping People Work Past Age 65
While 75% of employers consider their companies to be “aging friendly,” only 54% of workers think their companies have adopted such policies. Read more >
Facts You Haven’t Learned About HSAs
One overlooked benefit of HSAs is that people can actually spend money on qualified health care expenses out of pocket and then reimburse themselves tax-free via the HSA once they enter retirement.  Read more >
MOST POPULAR STORIES
Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
Settlements have totaled more than $1 billion, making insurers think twice about new fiduciary insurance policies.
‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

Health, Family, Purpose, Finances: ‘The New Four Pillars of Retirement’ 

Edward Jones and Age Wave say advisers should take a new approach to working with retirees by helping them determine what they want to do when they stop working.

Talking Digital Advice Trends With Morningstar and DFA
Morningstar Investment Management’s head of digital advice outlines his firm’s expanding collaboration with Dimensional Fund Advisors—the goal of which is to deliver a more customizable managed account service to market in support of financial advisers.
Wake Forest University Baptist Medical Center Sued Over 403(b) Plan Fees

The lawsuit says plan fiduciaries failed to ensure reasonable investment fees and mismanaged revenue sharing to pay for administrative expenses.

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