PLANSPONSOR Weekend Newsdash
Week ending February 16th, 2018

Happy Friday, PLANSPONSOR readers! This week we focus on health care and other employee benefits. A survey shows equity compensation plan participants use their plan for many purposes and would like financial wellness help so they can make the most of their benefits. Bob Armour, chief marketing officer (CMO) of Jellyvision, explains why employers may want to help employees deal with other financial priorities before encouraging them to participate in their retirement plan. A survey finds employers don’t think high-deductible health plans (HDHPs) make employees good health care consumers, and a new bill would include chronic disease management in HDHP coverage before having to meet the deductible. All this and more in this edition of PLANSPONSOR Weekend!

Editor's choice
Benefits
Equity Compensation Recipients Seek Financial Wellness Help
Three-quarters of respondents to a Schwab Stock Plan Services survey consider equity compensation part of their long-term financial plan, and most say their equity compensation helps them feel less stressed about their finances and more prepared for retirement. Read more >
Industry Voices
To Prioritize Retirement Saving May Not Be Best for All Workers
Many may need to set up an emergency fund or pay off debt first. Read more >
Benefits
Employers Don’t See HDHPs As Best to Make Employees Health Care Consumers
The majority of respondents to a survey cited other approaches for converting passive patients into active health care consumers. Read more >
Compliance
Bill Aims to Expand HDHP Coverage for Chronic Disease Management
The bill would permit high-deductible health plans (HDHPs) to provide chronic disease prevention and treatment—which some say is critical to reducing health care costs—prior to participants having met their deductible. Read more >
Products
Medicare and Social Security Guides Updated by Manning & Napier
Manning & Napier created a set of reference guides to break down exactly what individuals need to know about the new tax law, Social Security, Medicare, and long-term care going into 2018. Read more >
MOST POPULAR STORIES
Sources Say Invesco Will Buy OppenheimerFunds

Oppenheimer is the 12th largest U.S. mutual fund family by assets.

(b)lines Ask the Experts – Annuity General Accounts Versus Separate Accounts
“I work for a plan sponsor that maintains a 403(b) plan with annuity contracts.
Over Half of Americans Have Nothing Saved in a Retirement Account

The median retirement account balance among all U.S. workers is "zilch"

2018 HSA Conference
An Accurate Perception of Their Finances Eludes Many Americans

One third thinks they are either better or worse off than they actually are, Prudential Financial learned in a survey.

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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