Balancing Health Care and Finances
Improving health care literacy can help employees make the right financial decisions.
Alegeus Announces Launch of New HSA Solution
Its features include fractional trading up to eight decimal points, auto-rebalancing and real-time account opening and trading.
2022 HSA Contribution Limits Announced
An individual with self-only coverage under a high-deductible health plan can contribute up to $3,650, $50 more than in 2021.
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 plan sponsors should know.
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.
Retirement Savings Optimization
Employees Need HSA Education, Especially Now
Education is vital for all benefits, and especially now for health insurance coverage, says Fidelity Investments.
Legislative and Judicial Actions
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.
T. Rowe Price to Integrate HSA Offering With Recordkeeping Platform
The integration will give participants the ability to view and manage their retirement and health savings accounts holistically.
PANC 2019: Health Savings Accounts as a Retirement Planning Vehicle
Increasingly, HSAs are being viewed, accepted, and treated in the industry, as a long-term investment strategy.
Investment Product and Service Launches
American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches ESG ETF; and more.
Advisers’ Future Trajectory
2020 HSA Contribution Limits Announced
The IRS announced small increases to health savings account (HSA) contribution limits for 2020 and a new definition for a high-deductible health plan.
BoA Launches HSA Digital Platform
The aim is to make the tax-advantaged savings vehicle more accessible and easier to use
Fidelity Launches Benefits Package Catered to Small and Midsized Businesses
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).
Couple Retiring This Year Will Spend $285,000 on Health Costs
While Fidelity’s estimate is for a couple retiring in 2019, the firm says it’s also a call-to-action to younger generations.