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Lee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
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At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
Expansion of savings vehicles, along with the largest transfer of wealth in U.S. history, bodes well for plan participants as advisers shift to offering ongoing financial guidance.
President Donald Trump unveiled a federal plan offering government-backed retirement accounts with a $1,000 annual match for workers without employer-sponsored plans.
HR leaders can help employees maximize HSA investments, boosting savings for future medical expenses.
Mindful of cumbersome rules and the potential for blended-family feuds, advisers can help take the lead on keeping the peace for benefit plan participants.
