Week ending September 25th, 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

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 >

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 >

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 >

‘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 >

Prepare to Meet the Needs of the Workforce of the Future

The way in which companies structure their remotely distributed workforces will depend on the financial consequences of the pandemic, the impact on corporate culture and other factors, such as the prevalence of gig work. Read more >

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2023 PLANADVISER Top Retirement Plan Advisers

Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.

2023 PLANADVISER Top Retirement Plan Advisers

Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.

Why 529 Education Savings Plans Are More Valuable Than Ever

The SECURE 2.0 Act makes 529s a more appealing investment and potentially an easy financial wellness option for sponsors intimidated by the student loan matching provision.

Retirement Advisers See Increased Scrutiny on Fees, Services

Requests for proposal from plan sponsors for DC advisory services are on the uptick, according to industry players.

Government Plans Face Unique Challenges With SECURE 2.0 Implementation

Catch-ups for those aged 60 to 63 and a mandatory Roth source for HCE catch-ups will be problematic for many, but especially for government plans.

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