Benefits

SEC Issues Investor Bulletin for HSAs

The SEC says if investors plan to use the money in their HSA soon, different account features may be useful than if they plan to invest the money for the future.

More Employers Looking to Revamp Well-Being Programs

Broadening the focus of traditional, physically focused wellness programs to become more holistic (adding financial, social & mental well-being) is leading more employers to ask about a platform/hub to combine all of their benefits initiatives, a survey found.

Education Key to HDHP and HSA Engagement

The most challenging part respondents to a WEX Health survey cited in using their HSA was making sure to have enough funds set aside to cover deductibles (29%) and figuring out how much money to put in the account overall (21%).

HSA Plan Sponsor Recipe for Success

Sara Caddy, benefits manager at Dimensional Fund Advisors, which won an Eddy Award for HSA usage, overall participation and communication strategy, shared its recipe for success.

DCIIA Policy Priorities Take Aim at the DC Plan Coverage Gap

Peg Knox, chief operating officer of DCIIA, points to both the coverage gap and retirement income adequacy as being top of mind; there is also a strong fee litigation focus, given how near and dear this topic is to both plan sponsors and service providers.