The Inner Workings of HSAs
Speakers at the virtual PLANSPONSOR 2021 HSA Conference touted the benefits of health savings accounts and explained what HSA rules...
Tag: health savings accounts (HSAs)
Regulatory & compliance | participants
The Tax Distinction
Education on saving should include a tax talk, but what can advisers safely say?
15th Anniversary of RPAY: Jania Stout
In the past few years, her practice has grown its assets by nearly $1 billion a year.
15th Anniversary of RPAY: Innovest Portfolio Solutions
In the six years since it was named the 2014 PLANSPONSOR Retirement Plan Team of the Year, the practice’s assets...
Health Savings Account Basics
One notable feature is that account holders can deduct from their own income the amount of HSA contributions made to their account by other people—but not the employer.
PSNC 2020: Considering Health Expenses in Retirement Planning
Experts weigh in on health savings accounts (HSAs) and the need for health care education in the retirement industry.
Servicing Strategies
Retirement Savings Optimization
HSAs can be a game-changer for retirees—advisers need to tell their clients.
Lively Adds Personalized Investment Guidance to its HSA
The new feature is powered by Devenir.
Employees Need HSA Education, Especially Now
Education is vital for all benefits, and especially now for health insurance coverage, says Fidelity Investments.
Transamerica Offers Suite of Health Savings, Spending Accounts
The offerings include an HSA, HRA and FSA.
Compliance News
Legislative and Judicial Actions
HSA inflation adjustment, 403(b) catch-up contributions, tax treatment under the CARES Act, and more.
Big Dose of HSA Education Needed
Simply put, a lack of insight and advice means Americans are failing to take full advantage of health savings accounts (HSAs).
Schwab Offers Integrated Solution for Advisers to Manage HSAs
The firm has teamed up with health care financial services providers Optum Bank and Discovery Benefits.
IRS Publishes 2021 HSA Max Inflation Adjustment
Each year, the Internal Revenue Service adjusts its annual contribution limitations for health savings accounts to account for inflation.
Planning for Clients’ Health Care Expenses in Event of a Layoff
Mark Waterstraat, president of consumer solutions at Alegeus, offers simple steps to coach clients through managing their health care finances after a layoff. For example, did you know...
Employees, Employers Have More Time to Contribute to Benefit Plans
However, excess deferrals made by participants in 2019 must still be paid to participants by April 15.
Investment Product and Service Launches
Vanguard modifies managed payout fund; Transamerica launches stable value option for 403(b)s; Fidelity announces health savings mutual funds; and more.
Principal and HSA Bank Announce Partnership
Chad Wilkins, president of HSA Bank, says the new relationship will provide a useful tool for customers, uniting health and wealth planning.
TIAA Is Latest Provider to Launch Institutional HSA Offering
The TIAA HSA will be administered by HealthEquity Inc. and will work in concert with TIAA retirement plans.
Fidelity Launches ‘Full Service’ HSA Solution for Advisers
The Fidelity HSA is described as “a full-service, open architecture brokerage account that is fully integrated with Wealthscape,” Fidelity’s adviser technology platform.