Practice Management September 1st, 2023 As Health Costs Dominate Budgets, HSAs Continue to Emerge as Retirement Saving Vehicles Expert says the marketplace has approximately 36 million HSAs, housing more than $100 billion in assets.
Data & Research August 25th, 2023 HSA-Eligible Plans Cover Increased Use of Certain Medical Services, EBRI Finds Following a 2019 IRS policy change, 75% of large employers offering HSA-eligible plans have expanded their pre-deductible coverage for chronic condition-related medication.
Products June 13th, 2023 Benefits Aggregator Hub Adds In-House HSA The proprietary health savings account will put participant savings into Hub-selected investment funds.
Compliance May 17th, 2023 Inflation Drives IRS to Raise HSA Contribution Limits For 2024, the HSA contribution will be $4,150 for an individual and $8,300 for a family, up from $3,850 for...
In Practice April 25th, 2023 HSA Admin: Avoiding ERISA Status While Still Providing a Strong Benefit Experts discuss the proper health savings account administration to stay complaint at the 2023 PLANADVISER/PLANSPONSOR HSA Conference.
In Practice April 23rd, 2023 The Business Case for Offering HSAs Panelists at the 2023 PLANADVISER/PLANSPONSOR HSA Conference discuss the business benefits of offering health savings accounts.
In Practice April 21st, 2023 Is the HSA a Health or a Retirement Savings Benefit? Panelists at the PLANADVISER/PLANSPONSOR HSA Conference discussed how to position the HSA to get the most out of the benefit...
In Practice April 21st, 2023 Tax Advantages to Look Out for in HSAs Experts at the PLANADVISER/PLANSPONSOR 2023 HSA Conference pointed out many similarities between HSA contributions and 401(k) plan contributions.
In Practice April 17th, 2023 Social Security Uncertainty Bolsters Use Case for HSAs, Proponents Say Because of rising health care costs and the predicted insolvency of Social Security, experts tout HSAs as a powerful tool to save up...
In Practice April 3rd, 2023 Why 401(k) Advising Alone Isn’t Enough Retirement plan advisers must speak to a plan sponsor’s full employee experience to compete in the current marketplace, according to...
Data & Research March 23rd, 2023 Experts Predict Major Growth in Retirement Coverage, Benefits By year-end 2026, 88% of employers are projected to provide a defined contribution plan, according to new report from Transamerica.
Data & Research January 30th, 2023 Most Advisers Seeking Options Like HSAs, 529s to Compete for New Plans Advisers are most interested in adding HSAs, 529s and emergency savings accounts to their offerings, according to a survey by...
Client Service October 25th, 2022 What Advisers’ Need to Know to Discuss Medicare Discussing a participant’s particular needs well ahead of their 65th birthday is key.
Client Service October 17th, 2022 PLANADVISER Webinar: Your HSA Questions Answered Complex and critical questions arise for plan sponsors that consider adding a health savings account benefit.
Data & Research October 5th, 2022 Best Practices for Providers to Boost HSA Invested Assets While health savings account assets have reached near $100 billion, account holders’ invested assets have increased slowly.
Client Service September 15th, 2022 PANC 2022: Health, Wealth and Retirement A discussion about how to incorporate health into retirement planning and whether the HSA market expands business opportunities for advisers.
Plan Design / Cover Story Balancing Act How advisers can help participants prioritize their savings, with retirement in mind.
Data & Research July 12th, 2022 What It Takes to Prepare for Retirement J.P. Morgan has released its annual ‘Guide to Retirement,’ bringing fresh insight into the saving and spending behaviors of retirees.