During open enrollment season, plan sponsors want to be sure employees select the benefits that result in their best health and financial wellness outcomes. Health savings accounts (HSAs) can be an important tool to boost these outcomes, whether by helping employees pay for current health needs or by allowing them to save for future expenses. But first, it is important for them to understand how HSAs can address their total well-being.

Whether you are offering HSAs for the first time or have already been doing so, PLANSPONSOR’s 2021 Virtual HSA Review will give you the knowledge you need to communicate about the benefit to employees and ideas for how to increase employee engagement for optimal results. Advisers can also learn about this fast-growing benefit option and about how HSAs can fit into their practice, allowing them to provide a valuable service to clients and their employees.

The conference agenda aims to help plan sponsors and advisers learn how to best oversee and support HSAs. Topics to be discussed include:

  • How HSAs operate;
  • Plan sponsor duties with regard to HSAs and their investments; and
  • Messaging to increase employee use of and engagement with HSAs

A special session for advisers will cover how to include HSA-related services in your practice and key partners to work with.

Plan sponsors and advisers, register now to attend PLANSPONSOR’s 2021 Virtual HSA Review!



Please note that all times below are listed in EDT (UTC−04:00).

2021 HSA Review

  1. 10:30 am – 11:30 am

    Understanding and Communicating About HSAs

    What do employees need to know to ensure they make optimal use of their health savings accounts (HSAs)? This session will cover common misunderstandings employees have about HSAs and key features of the accounts you should address in communications. In addition, you’ll learn how to promote your HSA benefit as a part of employees’ financial wellness throughout their lives.

  2. 11:30 am – 11:45 am


  3. 11:45 am – 12:45 pm

    Plan Sponsor Duties With Regard to HSAs

    Just as with retirement plans, although a service provider may handle HSA administration, that doesn’t mean employers are free from responsibility. This session will cover legislation and regulations applicable to HSAs and employers’ duties, as well as their responsibilities with regard to HSA investments. Panelists
    Christine Keller, Principal, Groom Law Group, Chartered

  4. 12:45 pm – 1:15 pm


  5. 1:15 pm – 2:15 pm


  6. 2:15 pm – 2:30 pm


  7. 2:30 pm – 3:30 pm

    Boosting HSA Participation and Engagement

    You educate employees about HSAs during open enrollment, but the best time to get them engaged with their accounts is after the benefit is effective. In this session, you’ll hear methods for engaging and incentivizing employees—via education, communication and plan design.

  8. 3:30 pm – 3:45 pm


  9. 3:45 pm – 4:45 pm

    Including HSAs in an Adviser’s Practice

    Managing current health costs is a key part of employees’ financial wellness, and paying for health care expenses in retirement is a top concern for them, so it makes sense for advisers to include health cost planning in their financial wellness and retirement planning. In this session, advisers will hear how they can provide value to clients by helping employees make the most of their HSA and investments, as well as how to partner with providers.