PLANSPONSOR Weekend Newsdash
Week ending April 20th, 2018
Happy Friday, PLANSPONSOR readers! The interplay between health care and retirement has always been in place—as plan sponsors work to offer good benefits for both within their budgets. Employers still struggle to offer good health benefits to employees, and as fewer employers offer retiree health care benefits, more concern is moving to planning for health care expenses in retirement. Selections in this edition of PLANSPONSOR Weekend address these issues.
Editor's choice
Data & Research
Study Raises Doubt on Just How Much Is Needed for Health Care Expenses in Retirement
The latest report from the Employee Benefit Research Institute says expectations of catastrophic health care expenses in retirement are likely flawed.Read more >
Products
Maestro Health Offers New Approach for Self-Funded Health Benefits
The new approach consolidates all of the critical components of health care into a single integrated solution designed to reduce complexity and save money, the company says.Read more >
Benefits
QSEHRAs Help Small Employers Offer Health Benefits
Seventy-one percent of small businesses that offered the new qualified small employer health reimbursement arrangement (QSEHRA) in 2017 had not offered health benefits previously, according to “The QSEHRA: Annual Report,” from PeopleKeep, a provider of benefits for small businesses.Read more >
Data & Research
The Need to Prepare Baby Boomers for Retirement Is Urgent
The Insured Retirement Institute found 42% of Baby Boomers have no retirement savings, and industry sources say longevity and long-term care expenses are often not considered when Baby Boomers plan for retirement.Read more >
MOST POPULAR STORIES
DOL Offers Guidance for Locating Missing Participants

Guidance in three parts offers suggested processes for DC plans and DB plans and reveals errors DOL staff should look for.

The Mechanics of Moving to a PEP
With a lack of regulatory guidance, plan sponsors can rely on certain existing rules to know the steps to take if they decide to move from a single-employer plan to a pooled employer plan.
2020 Recordkeeping Survey
What Employers Need to Know About HSAs
Experts share eligibility requirements, tax treatment rules and allowable expenses for health savings accounts.
Trustee Sued Over Retirement Plan Account Fraud

The lawsuit claims the trustee allowed an unauthorized person to take a distribution from a participant’s account and that the trustee is refusing to provide information to help remedy the situation.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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