TIAA will offer a health savings account to its institutional retirement plan clients to help their participants prepare for health care expenses now and in retirement. The account will be administered by HealthEquity Inc. and will be available in the first quarter to all institutional clients that offer employees a high-deductible health plan, TIAA said in a release.
The TIAA HSA will include TIAA-CREF and Nuveen mutual fund investments, and will offer participants comprehensive tools and education resources, including a plan comparison tool, an HSA contribution calculator, and a future balance calculator.
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The giant broker dealer and RIA overseeing roughly $800 billion in AUM and AUA has appointed a Merrill and BofA alum to support advisor growth.
Firm's CEO is confident SEC can approve without legislation.
The group led by a 37-year industry veteran brings $470 million in assets to the Philadelphia-based broker dealer.
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Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
