Displaying 41 results
Fidelity hits HSA record amid assets, adoption boom
Firm is now the second-largest provider of health savings accounts, with HAS assets quadrupling to $24B since 2020.
HSA enrollees use health care services differently than those with PPOs, research shows
EBRI research also looks at spending for the two types of plan.
HSAs as investments on the rise, but use still low
Few people are taking full advantage of the 'triple tax benefits' of health savings accounts, according to EBRI research.
2023 was boom year for health savings accounts
Devenir reports that HSAs saw robust growth in invested assets last year, along with increases in contributions and withdrawals.
HSA balances continue to grow along with usage
EBRI research reveals the benefits of matching contributions, the untapped power of investing balances, and the influence of age on usage.
Employers are taking the reins when it comes to HSAs
PSCA study reveals increase in popularity but advisor says accounts are a 'real struggle' to understand.
HSA fees fall, but their use as investment vehicles remains limited
'Just as we deliver education for 401(k)s, we need to do the same thing in the HSA space … to help plan participants and sponsors understand just how powerful these vehicles can be,' says a financial advisor.
Broker-dealers critical to expand 401(k) coverage and help participants
The RPA Broker-Dealer Roundtable and Think Tank covered getting data, providing plan access and helping participants with low balances.
Fidelity’s HSA business grew 50% in a year
The biggest players are getting bigger, with the top four increasing their share of the health savings account market from 56% to 60%, according to a recent report by Morningstar Inc.
FSI to offer lower-cost health insurance plan to members
The trade group says its members could save as much as 50% over the cost of health coverage on the open market.
Medicare questions spike as boomers work past 65
Financial advisers are being bombarded with questions about whether clients need to enroll in Medicare.
Savers snub taxable brokerage accounts, lack of advice is culprit: Report
The majority of U.S. households, even those that save and invest diligently, place the bulk of their investible assets in tax-deferred retirement accounts and bank accounts, while ignoring 'middle liquidity' options, the report published by Hearts & Wallets notes.
Renewed emphasis on health care planning coming, says Cerulli
The HSA business is set to evolve as financial wellness programs proliferate
Health savings account assets now top $73.5 billion
The number of accounts has grown to more than 29 million in the past year
The new essential
By addressing clients’ health and aging, advisers can prove their value as rising health care costs threaten the security of retirement accounts
BofA starts selling benefits packages to corporate banking customers
The company is pursuing more business with those clients by providing 401(k)s, HSAs and other benefits
TIAA will offer HSA to its retirement plan clients
Accounts will offer TIAA and Nuveen mutual funds
Can HSAs flip the script on retirement health care expenses?
The accounts come with powerful tax advantages, but not many people use HSAs, and even fewer use them in the optimal manner.
HSAs are lagging when it comes to rollovers
Just one in five employers solicits HSA rollovers from new hires, which could have negative consequences
Strict timeline governs health savings accounts and Medicare
Beware of a six-month look-back period and tax penalties.
