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 have grown five-fold to $25.6 billion.
Retirement Savings Optimization
Lively Adds Personalized Investment Guidance to its HSA
The new feature is powered by Devenir.
Transamerica Offers Suite of Health Savings, Spending Accounts
The offerings include an HSA, HRA and FSA.
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.
Business Owners Dream (Wrongly) of an Easy Retirement Transition
Ways to Combat Leakage
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 jobs.
Partnership Allows RIAs to Integrate HSAs Into Retirement Planning
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.
HSAgateway Creates HSA Platform
It helps users quantify the value of their high deductible health care plan, both in the present and the future, and select investments.
National HSA Awareness Day Slated for October 15
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), not just for health care costs but for income in retirement, according to WEX Health.
HSA Ownership Boosts Confidence About Retirement Expenses
Those who have a health savings account are more certain about how they will cover future health care costs.
Mobile Access Opened for Lively HSA
Lively HSA owners have requested a mobile app ever since the firm’s launch, says Shobin Uralil, co-founder and COO of Lively.
Business Owners Seeking Adviser Help With HSAs
Just over half think health care will be the biggest expense in retirement, a Nationwide Retirement Institute survey found.
Health Is a Top Priority for Americans in Retirement
Forty-four percent say that focusing on health and wellness is a primary concern, according to a survey by TD Ameritrade.
Cetera Makes Advice Available for HSAs
It is expanding its retirement plan advice and consulting platform to HSAs and other non-ERISA employer-sponsored plans.
Best Practices for Financial Literacy Programs Among Local Governments
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.
Mercer Lays Out Goals for DC Plans for 2019
They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.
Young Savers Are the Group Most Likely to Meet Retirement Goals
Workers under age 35 are realizing they need to start saving now, according to Ascensus.
Preparing Participants for Retirement Is Sponsors’ Top Concern
To help employees achieve their savings goals, 82% of sponsors are making changes to plan design, and 83% are updating their investment menus.