2018 HSA Conference

Harvard Club of NYC  |     |  

Tuesday, October 2, 2018

  1. -

    Registration and Breakfast

  2. -

    Opening Remarks

  3. -

    Landscape and Outlook for HSAs: An overall view of the industry and market; current affairs and future predictions.
    Presenter:
    Inci Kaya, Healthcare Analyst, Aite Group

  4. -

    Regulatory and Legislative Update: The latest on what’s in store for HSAs in Washington from initiatives in Congress and at the regulatory agencies.
    Presenter: Shad Fagerland, Of Counsel,  Ivins, Phillips & Barker

  5. -

    Refreshment Break

  6. -

    Health and Wealth in Retirement: Encouraging plan sponsors to place the HSAs in context of retirement preparation, adding a focus on retiree medical (a major concern/expense in retirement).
    Presenter: Jack Towarnicky, Executive Director, Plan Sponsor Council of America

  7. -

    Maximize Your HSA Program for Both Health and Wealth 
    Employers and employees are looking for ways to capitalize on the long-term savings opportunity and tax advantages of health savings accounts (HSAs), considering HSAs as both a health benefit and a retirement benefit. This more comprehensive approach to HSAs has many implications for employers as they determine how to administer these programs and guide participants in their usage. This session will provide employers and advisers with guidance on how HSAs differ from traditional retirement vehicles when it comes to administrative oversight, contribution structures, investment plan design and the participant experience.
    Presenter: Kevin Robertson, Senior Vice President, Chief Revenue Officer

    Sponsored by HSA Bank

  8. -

    Lunch

  9. -

    Evaluation and Selection of an Optimal Investment Line-Up: As HSAs are both a short-term and long-term savings vehicles, many are allowing for investments to help participants increase their savings through market access. Panelists discuss considerations for allowing investments in the HSA and what considerations should be made when selecting a lineup.
    Moderator: Alison Cooke Mintzer, Editor-in-Chief, PLANSPONSOR
    Panelists:
    Kevin M. Murphy, Senior Vice President, Head of Strategic Accounts, Defined Contribution Division – US, Franklin Templeton Distributors, Inc.
    Jamie Greenleaf, Lead Advisor / Principal, Cafaro Greenleaf

  10. -

    The Relationship Between Retirement Plans and HSAs: HSAs are not just an HR offering or just part of a health insurance conversation, but part of an overall benefits program. For employers, there are many considerations about how the accounts integrate or mirror the retirement plan. The panel will also discuss how to consider allocating employer dollars among health and retirement savings vehicles. Health and Retirement Savings Vehicles
    Moderator: Rebecca Moore, Managing Editor, PLANSPONSOR.com
    Panelists:
    Holly Doering-Powell
    , SVP/Director HCS Sales & Client Experience, UMB Bank Healthcare Services 
    Rob Banuelos
    , Senior Vice President, National Benefit Solution Manager,
    Bank of America Merrill Lynch
    Greg Puig, Director of Benefit Consulting Services, Sentinel Benefits & Financial Group

  11. -

    Refreshment Break

  12. -

    HSAs: Chicken or 401(k) Nest Egg, Prioritizing Contributions: How to suggest design and process options to overcome concerns about adding a new savings account among workers who may already feel hard pressed to save.
    Presenter: Jack Towarnicky, Executive Director, Plan Sponsor Council of America

  13. -

    Employee Education, Financial Wellness and HSAs: One of the largest challenges for participant engagement with HSAs is how they fit into an employee’s broader financial picture. As employees have several workplace options for saving—traditional 401(k)s, Roth 401(k)s, HSAs, etc.—and various debt obligations—student loans, mortgages—the discussion of how to best allocate their money is imperative, but also complex.
    Presenter: Sara CaddyBenefits Manager, Dimensional Fund Advisors

  14. -

    Closing Remarks

  15. -

    Networking Reception

Sponsorship Information

Katie Bacon | 203-595-3184 |

General Information

Carol Popkins | 203-461-0985 |