Tag: health savings accounts (HSAs)

The Savings Preservation Working Group says that at least 33% and as many as 47% of plan participants withdraw part or all of their retirement savings when switching...

Increasingly, HSAs are being viewed, accepted, and treated in the industry, as a long-term investment strategy.

Offering health savings account (HSA) services allows advisers to add value and help clients more holistically plan for retirement, Kristen Donovan, with BAM Retirement Solutions, tells PLANADVISER.

It helps users quantify the value of their high deductible health care plan, both in the present and the future, and select investments.

American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches...

The IRS announced small increases to health savings account (HSA) contribution limits for 2020 and a new definition for a high-deductible health plan.

The day will be highlighted with a live stream webinar from an adviser yet to be determined, who will speak on the benefits of health savings accounts (HSAs),...

Those who have a health savings account are more certain about how they will cover future health care costs.

The aim is to make the tax-advantaged savings vehicle more accessible and easier to use

Clients with high-deductible health care plans can use the solution to put aside money on a tax-favored basis for eligible health-related expenses.

Lively HSA owners have requested a mobile app ever since the firm’s launch, says Shobin Uralil, co-founder and COO of Lively.

Named Fidelity Works, the package will also be available to third parties working with these employers, including advisers, employee benefits brokers, banks and certified public accountants (CPAs). 

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.