PLANSPONSOR Weekend Newsdash
Week ending February 15th, 2019
Planning for retirement involves many factors, and retirement plan participants need to be prepared for the unknown. For example, they need strategies to manage market volatility when nearing or at retirement in order to preserve their savings. In addition, health or other reasons may cause them to retire earlier than planned. Employees can also be reminded to adjust their spending and financial health now to prepare for a new reality in retirement. Plan sponsors can offer education and tools to help participants with their retirement planning. Enjoy this edition of PLANSPONSOR Weekend!
Editor's choice
Gen Xers Need a New Focus for Saving and Investing Amid Market Volatility
How the middle generation can protect retirement assets, even with the consequences of market volatility.Read more >
Data and Research
Health Shocks Drive Many to Retire Earlier Than Planned
Center for Retirement Research at Boston College researchers find health shocks play the largest role in causing early retirements, both because people in bad initial health overestimate how long they can work and because health often worsens before the age at which they planned to retire.Read more >
Data and Research
Most Retirees Report Being Financially Sound
A survey found retirees have better financial habits than those who are employed.Read more >
Equity Compensation Increasingly Used for Financial Wellness and Retirement
Company stock plan participants surveyed by Fidelity Investments reported they have used or will use proceeds for things such as reinvesting in retirement accounts or paying bills and debt.Read more >
2021 Health Savings Account Survey
Health Care Costs in Retirement Remain a Top Stressor

Fidelity’s latest analysis shows people often underestimate the potential cost of health care in retirement, even after two decades of watching health care costs increase year-over-year.

2020 Recordkeeping Survey
SECURE Act 2.0 Passed Unanimously by Ways and Means Committee

A rare unanimous affirmative voice vote by the Ways and Means Committee allows the SECURE Act 2.0 to be considered by the full House of Representatives.

403(b) Plan Sponsor Sued Over Excessive Fees and Underperforming Investments

The lawsuit calls out the use of the active suite of the Fidelity Freedom target-date funds, among other things.

Editorial: Alison Cooke Mintzer


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