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week ending January 24th, 2020
Now that benefits open enrollment is over for most plan sponsors, it is a good time to educate those employees who have selected a high-deductible health plan about the health savings account (HSA) that may coincide with it. Something employees may be struggling with is the competing financial priorities they have and how to allocate their savings dollars. We have sources that offer tips for that. One very important piece to building HSA savings is investing the money put into the account. Plan sponsors should consider how employees use their HSAs when crafting the investment lineup. This edition of PLANSPONSOR Weekend provides information to use in HSA decisions.
Editor's Choice
Benefits
Following Up on HSAs After Open Enrollment
Educating employees about health savings accounts can help them maximize their benefit.
Benefits
Communicating the Difference Between FSAs and HSAs to Participants
Employers need to understand the basics of each in order to communicate to participants accurately, and they can use the differences to help employees view HSAs as long-term savings accounts, Sara Caddy, with Dimensional Fund Advisers told webinar attendees.
Cover
The Savings Hierarchy
Participants must take stock of their options, to maximize savings.
Benefits
Employers May Have to Ask for HSAs That Allow Investing
Benefit consultants, benefit brokers and financial advisers are generally not counseling HSA participants to invest their funds, a survey found.
Investment Focus
HSA Investment Options
A valuable way to grow savings for health care expenses.
Popular Reads
Compliance
DOL ESG Proposal Throws a Cloud Over Prior Guidance
The proposed regulation seems to create stricter limits for ESG investing in retirement plans, but experts say it is not all doom and gloom for plan sponsors and participants who want these investments.
Compliance
Lawsuit Says Plan Fiduciaries Should Have Chosen Less Expensive CITs
Though the majority of investment options for Estee Lauder’s 401(k) are CITs, the lawsuit argues the TDFs are more expensive private label CITs.
Opinions
COVID-19 Compliance Corner: IRS Expands CRD Eligibility and Clarifies Loan Rules
Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19 pandemic that affect retirement and health plan sponsors.
Deals and People
Retirement Industry People Moves
TRA acquires retirement plan administrator and Compass Advisors names retirement services director.
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