Tag: health savings accounts (HSAs)

While Fidelity’s estimate is for a couple retiring in 2019, the firm says it’s also a call-to-action to younger generations.

Just over half think health care will be the biggest expense in retirement, a Nationwide Retirement Institute survey found.

Forty-four percent say that focusing on health and wellness is a primary concern, according to a survey by TD Ameritrade.

It is expanding its retirement plan advice and consulting platform to HSAs and other non-ERISA employer-sponsored plans.

Notably, more than 60% of employers want to keep retirees in their plan, and they are looking to change their targeted communications to inspire action, Alight Solutions found.

For the Voya health savings account (HSA), Voya Investment Management is providing manager selection and oversight and has constructed the HSA investment menu that includes a mix of...

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.

Advisers and providers in the defined contribution plan arena want to take a bite out of banks’ dominance in the health savings account marketplace, and they are building...

A look at some of the products and services retirement plan sponsors are requesting outside of 401(k) plans.

This year, the Practice Development column in PLANADVISER print explored various ways retirement plan advisers can expand their practices beyond 401(k)s, with the goals of adding new revenue...

Vanguard reveals fund merge; Northern Trust creates reporting tool for hedge fund trades; and Lively removes HSA investment fees.

They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.

The frequency of withdrawals prevents HSA account holders from building a meaningful balance to use for health care expenses in retirement, and individuals are unlikely to allocate their...

It offers an open architecture HSA investment lineup.

The tool groups consumers into microsegments based on characteristics and behaviors, allowing employers to then create targeted communications for HSAs. 

And, only 29% plan to use a health savings account (HSA) to cover medical costs in retirement, HSA Bank found.

In partnership with HealthEquity, Vanguard will offer plan sponsors the ability to provide an HSA solution to their employees that features low-cost Vanguard funds or the same investment...

Investment menu designs have also gotten better, according to a Morningstar analysis.

Workers under age 35 are realizing they need to start saving now, according to Ascensus.

They also fail to invest the funds or max out contributions, EBRI found.