
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.
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.
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.
Planning for Clients’ Health Care Expenses in Event of a Layoff
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.
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.
Facts You Haven’t Learned About HSAs
One overlooked benefit of HSAs is that people can actually spend money on qualified health care expenses out of pocket and then reimburse themselves tax-free via the HSA once they enter retirement.
Hub International’s Ambitious Vision for the Retirement Market
Linking health care and wealth management; maximizing practice efficiency and cross-selling opportunities; addressing individuals' insurance and financial wellness needs—Hub’s new retirement plan specialist advisers hope to do all of this and more.

The Health Savings Alphabet

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.

HSAs, FSAs and HRAs: Get to Know the Health Savings Alphabet

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.
MassMutual Introduces HSAs Powered by WEX Health
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.