Most Advisers Seeking Options Like HSAs, 529s to Compete for New Plans
Advisers are most interested in adding HSAs, 529s and emergency savings accounts to their offerings, according to a survey by small plan provider Vestwell.
PLANADVISER Webinar: Your HSA Questions Answered
Complex and critical questions arise for plan sponsors that consider adding a health savings account benefit.
Best Practices for Providers to Boost HSA Invested Assets
While health savings account assets have reached near $100 billion, account holders’ invested assets have increased slowly.
PANC 2022: Health, Wealth and Retirement
A discussion about how to incorporate health into retirement planning and whether the HSA market expands business opportunities for advisers.
What It Takes to Prepare for Retirement
J.P. Morgan has released its annual ‘Guide to Retirement,’ bringing fresh insight into the saving and spending behaviors of retirees.
Legislative and Judicial Actions
Retiree Health Care Costs Jump After Brief Respite
The total projected cost of health care for a healthy couple retiring at age 65 is now well in excess of $300,000.
IRS Sets Higher 2023 HSA Limits as Inflation Grows
An individual with self-only coverage under a high-deductible health plan can direct a new limit of $3,850 into their health savings account—$200 more than the 2022 cap.
The Needs of Sandwich Caregivers and Career Extenders
Jessica Tuman, head of the Voya Cares program, discusses the unique financial hurdles both sandwich caregivers and career extenders are facing, particularly when it comes to retirement planning.
HealthyHive Introduces Adviser HSA Educational Program
The program provides health savings account educational tools to help expand an adviser’s knowledge about the intersection of health, wellness and finances.
Including HSAs in an Adviser’s Practice
Managing current health costs is a key part of employees’ financial wellness and paying for health care expenses in retirement is a top concern for them, so it makes sense for advisers to include health cost planning in their financial wellness and retirement planning.
New Benartzi Paper Dissects Narrow Framing Phenomenon
Would you accept a bet in which you win $200 if a coin lands on heads and lose $100 if it lands on tails? What if you could play twice?
Well-Funded HSAs Are a Retirement ‘Superpower’
Having an HSA going into retirement is ‘incredibly powerful,’ experts say, because money is being saved and spent as efficiently as possible.
New Tool Offers Personalized Projection of Expected Health Costs in Retirement
HSA Bank's Retirement Healthcare Cost Calculator is designed to show the value of saving and investing in health savings accounts (HSAs).
Calling Advisers With HSA Expertise
If you are an adviser who has successfully integrated health savings account planning and investing into your practice, you may want to speak at our upcoming virtual HSA Review event.
Investment Product and Service Launches
Titan launches cryptocurrency portfolio; American Equity Investment Life Insurance introduces EstateShield index; Natixis Investment Managers combines businesses to single division; and more.
Balancing Health Care and Finances
Improving health care literacy can help employees make the right financial decisions.
Investing With HSAs
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.