Tag: Health Savings Accounts (HSAs)

Seventy-six percent of those who are financially independent think retiring earlier will help them live longer, yet top concerns about...

In Information Letter 2018-0033, the IRS offers some examples of the type of errors which may be corrected—expanding on previous...

In addition, Devenir found HSA investment assets surpassed the $10 million mark in 2018.

Medical expenses leave the account-holders little to save for the long term. 

Kelley Long, certified financial planner with Financial Finesse, shared information to help employers promote health savings accounts (HSAs) as a...

More than 60% of employers want to keep retirees in their plan, and 33% prefer that terminated employees keep their...

Voya health savings account (HSA) account holders with $2,000 or more in their HSA may choose to actively manage their...

Among those that do offer financial literacy programs, 51% say workers increase their contributions to supplemental savings plans, 43% say...

Franklin Templeton is rolling out R6 shares for health savings accounts, while Principal has announced its first collaboration with an...

They also have many characteristics equated with greater financial stability than those not in a HDHP.

Vanguard reveals fund merge; Northern Trust creates reporting tool for hedge fund trades; and Lively removes HSA investment fees.

They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.

A report from Cerulli Associates suggests that pairing HSA and DC plan communication and administration and modernizing HSA investment menus...

Optum says the enhancement has already shown results; accountholders who were targeted with new messages increased their balances, became eligible...

Half of Americans surveyed by HSA Bank are using savings accounts to save for health care expenses in retirement, and...

Less-healthy enrollees are more likely to disenroll from the HSA-eligible health plans than healthier enrollees, according to an EBRI study.

For Vanguard participants who elect to save in a HealthEquity HSA, Vanguard’s Retirement Readiness Tool technology will integrate their HSA...

However, Morningstar found fees remain elevated and transparency remains poor.

Workers younger than 35 are realizing they need to start saving now, according to Ascensus; however, only 30% are on...

Only 4% of HSA owners invested their money, and when distributions were taken, investors took larger distributions than non-investors, EBRI...