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.
Tag: health savings accounts (HSAs)
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...
What Advisers’ Need to Know to Discuss Medicare
Discussing a participant’s particular needs well ahead of their 65th birthday is key.
PLANADVISER Webinar: Your HSA Questions Answered
Complex and critical questions arise for plan sponsors that consider adding a health savings account benefit.
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.
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.
Trends
Early Retirement Health Costs
Strategies to keep medical bills from spiraling out of control.
Plan Design / Cover Story
Balancing Act
How advisers can help participants prioritize their savings, with retirement in mind.
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.
Strategies for Reining In Health Care Costs in Early Retirement
Health savings accounts and direct primary care can help keep medical bills from spiraling out of control.
Compliance News
Legislative and Judicial Actions
AGI U.S. settles in fraulent scheme suit, then exits the country; the IRS re-extends relief from the physical presence requirement;...
Retiree Health Care Costs Jump After Brief Respite
The total projected cost of health care for a healthy couple retiring at age 65 is now well in excess of $300,000.
IRS Sets Higher 2023 HSA Limits as Inflation Grows
An individual with self-only coverage under a high-deductible health plan can direct a new limit of $3,850 into their health savings account—$200 more than the 2022 cap.
2022 HSA Conference: HSA Education and Communication
Many employees do not realize how beneficial HSAs can be, but the right education and communications approach can change that.
2022 HSA Conference: Creating the Optimal Plan Design
There are several major items to consider when designing the optimal health savings account program.
2022 HSA Conference: An HSA Overview
Speakers provided a high-level overview of health savings accounts and provided an in-depth look at some key HSA features and...
The Needs of Sandwich Caregivers and Career Extenders
Jessica Tuman, head of the Voya Cares program, discusses the unique financial hurdles both sandwich caregivers and career extenders are...
HealthyHive Introduces Adviser HSA Educational Program
The program provides health savings account educational tools to help expand an adviser’s knowledge about the intersection of health, wellness and finances.
Including HSAs in an Adviser’s Practice
Managing current health costs is a key part of employees’ financial wellness and paying for health care expenses in retirement...
New Benartzi Paper Dissects Narrow Framing Phenomenon
Would you accept a bet in which you win $200 if a coin lands on heads and lose $100 if it lands on tails? What if you could...