HSA Admin: Avoiding ERISA Status While Still Providing a Strong Benefit
Experts discuss the proper health savings account administration to stay complaint at the 2023 PLANADVISER/PLANSPONSOR HSA Conference.
Tag: health savings accounts (HSAs)
The Business Case for Offering HSAs
Panelists at the 2023 PLANADVISER/PLANSPONSOR HSA Conference discuss the business benefits of offering health savings accounts.
Is the HSA a Health or a Retirement Savings Benefit?
Panelists at the PLANADVISER/PLANSPONSOR HSA Conference discussed how to position the HSA to get the most out of the benefit...
Tax Advantages to Look Out for in HSAs
Experts at the PLANADVISER/PLANSPONSOR 2023 HSA Conference pointed out many similarities between HSA contributions and 401(k) plan contributions.
Social Security Uncertainty Bolsters Use Case for HSAs, Proponents Say
Because of rising health care costs and the predicted insolvency of Social Security, experts tout HSAs as a powerful tool to save up...
Why 401(k) Advising Alone Isn’t Enough
Retirement plan advisers must speak to a plan sponsor’s full employee experience to compete in the current marketplace, according to...
Experts Predict Major Growth in Retirement Coverage, Benefits
By year-end 2026, 88% of employers are projected to provide a defined contribution plan, according to new report from Transamerica.
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...
What Advisers’ Need to Know to Discuss Medicare
Discussing a participant’s particular needs well ahead of their 65th birthday is key.
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.
Trends
Early Retirement Health Costs
Strategies to keep medical bills from spiraling out of control.
Plan Design / Cover Story
Balancing Act
How advisers can help participants prioritize their savings, with retirement in mind.
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.
Strategies for Reining In Health Care Costs in Early Retirement
Health savings accounts and direct primary care can help keep medical bills from spiraling out of control.
Compliance News
Legislative and Judicial Actions
AGI U.S. settles in fraulent scheme suit, then exits the country; the IRS re-extends relief from the physical presence requirement;...
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.