about

A top retirement concern for adults of all ages is paying for health care in retirement. A health savings account (HSA) can provide individuals with more certainty about how they will cover future health care costs. With their triple-tax-advantaged status and flexibility as both short-term and long-term savings vehicles, HSAs are becoming part of not only the health benefits conversation, but the broader retirement income picture.

The PLANSPONSOR HSA Conference is designed to educate plan sponsors that currently offer, or are considering offering, these accounts. It’s also a great opportunity for advisers who want to get up to speed on this fast-growing benefit option.

The conference agenda will cover multiple aspects of the accounts to help employers and advisers learn how to best oversee and support them. Topics to be discussed include: current and proposed laws and regulations for HSAs; how HSAs operate; best practices in HSA provider selection and ongoing administration; and how investing HSA assets can increase the potential for long-term savings.

Plan sponsors and advisers, register now to attend the third annual PLANSPONSOR HSA Conference!

 

agenda

Day 1
Day 2

Day 1

  1. 10:55 am – 12:00 pm

    Opening Remarks and How HSAs Work

    If you are new to health savings accounts (HSAs) or would like a refresher, this session will cover the features of the accounts and rules regarding them that plan sponsors need to know, including eligibility requirements, tax treatment rules and allowable expenses. Speakers will also discuss features and rules added by legislation related to the COVID-19 pandemic.

  2. 12:00 pm – 12:30 pm

    Refreshment break

  3. 12:30 pm – 1:30 pm

    The Role of HSAs in Financial Wellness and Retirement

    Research shows employees overwhelmingly use their HSA funds to pay for current medical expenses, but being able to invest and carry forward account balances can help employees establish more retirement security. Learn how to promote your HSA benefit as a part of employees’ financial wellness throughout their lives and what tools to offer them along the way.

  4. 1:30 pm – 2:00 pm

    Lunch

  5. 2:00 pm – 3:00 pm

    Selecting an HSA Service Provider

    Choosing employee benefit service providers is a fiduciary act, and employers need to keep participants’ best interest in mind when making their selection. Panelists will discuss how participant data can inform decisions about what is needed from an HSA provider, what different services providers may offer and what questions plan sponsors should ask to make sure they choose the right HSA provider for their employees.

Day 2

  1. 10:55 am – 12:00 pm

    Sponsored Case Study/Keynote

  2. 12:00 pm – 12:30 pm

    Refreshment Break

  3. 12:30 pm – 1:30 pm

    Boosting HSA Participation and Engagement

    There is a gap between employer HSA offerings and employee adoption and funding. Employees’ lack of understanding about HSAs is a key reason. Education should occur during open enrollment, but the best time to educate them and get them engaged with their accounts might be after the benefit is effective. In this session, you’ll hear methods for engaging and incentivizing employees—via education, communication and plan design.

  4. 1:30 pm – 2:00 pm

    Lunch

  5. 2:00 pm – 3:00 pm

    Efforts to Make HSAs More Inclusive

    HSAs must be tied to a high-deductible health plan (HDHP), but there is a movement to change this. Advocates for expanding the offering of HSAs say it will help more people and address some of the economic inequities in health care. Join this session for a discussion of efforts to expand HSA access and learn how doing so could benefit you and your employees, as well as for predictions of how the expansion movement will pan out.

registration

Please note, this event has been exclusively designed for plan sponsors only.

Providers (i.e. recordkeepers, asset managers, insurance companies) that are not sponsoring the virtual conference will not be allowed to attend the conference.

Pricing

Complimentary registration for plan sponsors

sponsors

Become a sponsor. Join a select group of industry product and service providers who are maximizing their firm’s exposure in front of this highly influential group of plan sponsors.