Browsing Tag
Health Savings Accounts (HSA)
200 posts
What’s Your HSA ‘Personality Type?’
Are you (or your client) a saver or spender? Budgeter, manager, long-term investor? HealthSavings Administrators has identified the…
Retirement Plan Participants Anxious but Engaged: Schwab
For some reason, American workers are more stressed than they were a year ago. A Charles Schwab survey…
Transamerica Launches HSA Product Offering
Transamerica recently announced an expansion of the company’s workplace benefit products with the addition of a suite of…
Why Aren’t Health Savings Accounts More Popular?
Higher contribution limits, greater awareness of health expenses in retirement—there are any number of reasons why health savings…
This is How Much Retiring Couples Will Spend on Healthcare
According to a new report by Milliman, a healthy 65-year-old couple retiring in 2020 is projected to spend…
Schwab Launches Integrated Solution for Advisors to Manage Client HSAs
Charles Schwab has launched integrations with prominent Health Savings Account (HSA) providers Optum Bank and Discovery Benefits LLC,…
IRS Releases HSA Contribution Amount for 2021
The Internal Revenue Service released inflation-adjusted contribution limits for health savings accounts (HSA) for 2021. As in previous…
How Financial Wellness Engagement Can Lead to a 43% Higher 401k Deferral Rate
Hey, financial wellness really works if you do it right! In its recently released 2019 Financial Wellness Year…
Advisor Considerations for HSAs and ERISA Subject of Upcoming Fi360 Webinar
The 2020 Fi360 Webinar Series continues next week with a trio of webinars including Wednesday’s middle event on…
Voya Launches HSA ‘Digital Assistant’ for Participants
Voya Financial is helping participants with the “where and how” of health savings account (HSA) investing by launching…