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.

    MODERATOR
    Greg Adams, Consultant, Fiducient Advisors

    PANELIST
    Michaela Scott, Director, Retirement Plan Consulting, Borislow Insurance
    Scott Riordan, Vice President, Health & Welfare Services, Sentinel Benefits & Financial Group
    Greg Puig, Vice President, Benefit Consulting Services, Sentinel Benefits & Financial Group
    Heather Tredup, Partner/Retirement Best Practices Leader, Aon

  2. 11:30 am – 11:45 am

    Break

  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.

    MODERATOR
    Rebecca Moore, Managing Editor, Digital PLANSPONSOR.com

    PANELIST
    Christine Keller, Principal, Groom Law Group, Chartered
    Jamie Greenleaf, Senior Vice President, OneDigital Retirement + Wealth

  4. 12:45 pm – 2:30 pm

    Lunch

  5. 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.

    MODERATOR
    Rebecca Moore, Managing Editor, Digital PLANSPONSOR.com

    PANELIST
    Philip Massey, Via Benefits Accounts – Director, Client Service and Delivery, Willis Towers Watson
    Inci Kaya, Strategic Advisor, Aite-Novarica Group’s Health Insurance
    Michelle Costo, Senior Product Director for MetLife’s Health Savings & Spending Account business, MetLife

  6. 3:30 pm – 3:45 pm

    Break

  7. 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.

    MODERATOR
    John Manganaro, Managing Editor, PLANADVISER Digital

    PANELIST
    Chad Goerner, Senior Vice President, Corporate Retirement Director, Princeton Financial Partners, RBC Wealth Management
    Carl Hall, Co-Founder & Chief Investment Officer, Lodestar Wealth