Data & Research October 13th, 2025 HSA Limits Rise, but Frustrated Users Leave Money Behind Half of surveyed health savings account users skip reimbursements due to process hassles, missing out on an average of $2,500...
Data & Research September 23rd, 2025 HSA Contributions, Balances Up for Third Consecutive Year While employee contributions to health savings accounts kept increasing last year, few used them as retirement savings vehicles.
Deals & People September 5th, 2025 UMB Healthcare Services Buys More Than 8,000 HSAs The financial services company also acquired about $32.5 million in related deposits from Old National Bank.
Compliance August 29th, 2025 Maximizing HSAs: What the OBBB Act Has Changed Cat Torres, from Sentinel Group, discusses how recent developments have introduced new opportunities for HSA eligibility.
Data & Research August 27th, 2025 Turning HSA Owners into Savvier Investors Health savings account owners were 22% more likely to contribute if they received practical, encouraging messaging from benefits providers, according...
In Practice August 18th, 2025 Maximizing HSAs’ Value Getting the most out of an account seen by some as a spending vehicle and by others an investment vehicle.
Data & Research August 7th, 2025 HSA Withdrawals Increased by 13% in 2024 Benefits provider Lively found its customers spent an average of 80% of their health care account assets in 2024, reflecting...
Products & Services August 1st, 2025 HSAs Continue to Gain Steam, Top $146B in Assets Health savings account adoption spans socioeconomic spectrum, according to a survey from the Devenir Group.
Data & Research July 30th, 2025 Retirement Health Care Costs Up 4% From Last Year’s Estimate, Fidelity Report Finds The report found that the increase is consistent with a “general upward trajectory of projected health-related expenses” for retirees.
Compliance June 18th, 2025 Senate GOP Releases Tax Plan, With Some Key Changes From House Version The bill calls for raising the U.S. debt limit by $5 trillion, up from the House version increase of $4...
Data & Research June 13th, 2025 EBRI Finds Increased Rate of Withdrawals From HSAs in 2023 Despite higher spending on health care, HSA account balances continued to increase over the course of the year.
Compliance May 14th, 2025 2026 HSA Limits Released For 2026, the IRS defines an HDHP as a health plan with an annual deductible that is not less than...
Data & Research April 3rd, 2025 HSA Assets Grow to Nearly $147B in 2024 While balances are up, Devenir reported, continued seasonality was evident in the share of accounts that are not funded at...
Data & Research November 20th, 2024 HSA Growth Continues, With Plan Sponsors Calling for More Education The latest PSCA survey revealed rising health savings account usage, with employers advocating for more education to further participant uptake.
Compliance May 10th, 2024 IRS Increases HSA Contribution Limits The new contribution limits take effect for 2025.
Products & Services April 18th, 2024 Product & Service Launches – 4/18/24 Durham to assist financial advisers with retirement income planning; Summit Financial bolsters private market investment platform amid demand; inVesti launches...
Client Service April 16th, 2024 HSAs: Holistic Education and Targeted Outreach Advisers and plan sponsors should embrace holistic financial wellness and targeted outreach when engaging participants about health savings plans.
In Practice April 12th, 2024 Evaluating HSA Providers HSAs are on the rise, but advisers and plan sponsors must take care when selecting vendors.
Practice Management April 12th, 2024 High-Deductible Health Plan Opportunities and Challenges The usefelness of high-deductable health plans depend in part on a plan sponsor's participant pool makeup, according to panelists speaking...
Data & Research March 22nd, 2024 HSA Balances See Upward Trend, Despite Increase Healthcare Spending Recent EBRI data reveal a rising average in health savings account balances, despite employees frequently using them for short-term spending.