PLANSPONSOR Weekend Newsdash
Week ending March 9th, 2018

Hello, PLANSPONSOR readers. This week we reported on studies that show women in general, and Latino women especially, would benefit from more education about retirement savings. Another study suggests two different approaches to getting participants engaged in an automatic enrollment plan versus an opt-in plan. American workers say financial education to help with current financial issues would improve their retirement security. And, RBC Wealth Management has issued a guide to help participants consider health care costs in their retirement planning. Enjoy this edition of PLANSPONSOR Weekend!

Editor's choice
Participants
Women Need Help Improving Retirement Confidence
Fifty-five percent of women are afraid they will outlive their savings, according to the Transamerica Center for Retirement Studies. Read more >
Participants
Retirement Saving Focus Especially Needed for Latino Women
Researchers at the University of Notre Dame, in a study funded by the National Endowment for Financial Education say Latinas—Hispanic women—have a huge appetite for financial education and a strong desire to save, and their savings could provide a critical safety net to America’s largest minority group. Read more >
Participants
Retirement Security Not Just About Retirement Savings Plans
When American workers were asked how helpful further education would be to achieve their goals, a large majority expressed the need for additional financial education. Read more >
Products
RBC Offers Guide to Retirement Health Cost Planning
A survey found only 56% of respondents have factored health care into their retirement planning. Read more >
MOST POPULAR STORIES
(b)lines Ask the Experts – Must Plans Adopt Budget Act New Hardship Withdrawal Rules?
“I am aware from a prior Ask the Experts column that the Bipartisan Budget Act of 2018 made some changes to the hardship distribution rules?
Retirement Industry People Moves

Industry expert replaces BPAS SVP of Fiduciary Services; USI Consulting employs VP of Retirement Services; Cafaro Greenleaf announces addition of investment analyst; and more.

House Committee Contemplates Bill That Would Reduce Employer Health Benefit Costs

Also being considered is legislation for expanding benefits of HSAs.

HSA Amendment Bills Moved to U.S. House

Among the bills approved by the House Ways and Means Committee is one that would qualify significantly more health treatments, services and over-the-counter drugs for HSA spending.

District Court Upholds Use of Segal Blend to Calculate Multiemployer Pension Liability

Commenting on the decision, Segal Consulting says it is “consistent with every other decision handed down in similar cases except for one,” the Southern District of New York Court’s decision in The New York Times Company v. Newspaper and Mail Deliverers’-Publishers’ Pension Fund, which is being appealed.

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

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

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