In the past few years, her practice has grown its assets by nearly $1 billion a year.
In the six years since it was named the 2014 PLANSPONSOR Retirement Plan Team of the Year, the practice’s assets have grown five-fold to $25.6 billion.
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The offerings include an HSA, HRA and FSA.
The Savings Preservation Working Group says that at least 33% and as many as 47% of plan participants withdraw part or all of their retirement savings when switching jobs.
Offering health savings account (HSA) services allows advisers to add value and help clients more holistically plan for retirement, Kristen Donovan, with BAM Retirement Solutions, tells PLANADVISER.
It helps users quantify the value of their high deductible health care plan, both in the present and the future, and select investments.
The day will be highlighted with a live stream webinar from an adviser yet to be determined, who will speak on the benefits of health savings accounts (HSAs), not just for health care costs but for income in retirement, according to WEX Health.
Those who have a health savings account are more certain about how they will cover future health care costs.
Forty-four percent say that focusing on health and wellness is a primary concern, according to a survey by TD Ameritrade.
The Center for State & Local Government Excellence notes that with many local governments shifting benefits decisions to workers, those workers need help understanding finance basics.
They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.
Workers under age 35 are realizing they need to start saving now, according to Ascensus.
To help employees achieve their savings goals, 82% of sponsors are making changes to plan design, and 83% are updating their investment menus.
Furthermore, only 37% are contributing to an IRA, and 18% to a HSA, Edward Jones learned in a survey