Data and Research | April 23rd, 2026 HSA Assets Hit $174B as Investment Rises Rapid growth reflects expanded tax advantages, recent investment gains and concern about rising health costs.
Data and Research | March 3rd, 2026 Nearly Two-Thirds of HSA Holders Reported Using Accounts for Immediate Costs An EBRI survey found 61% of owners viewed health savings accounts as 'savings accounts.'
Compliance | December 12th, 2025 IRS Issues Guidance Expanding HSA Access The notice shared details about new tax benefits for health savings accounts, including broader eligibility via high-deductible health plans.
Benefits | November 5th, 2025 HSA Providers Fidelity, HealthEquity, HSA Bank, Saturna Earn High Marks From Morningstar All 4 earned assessments of at least ‘above average’ in spending and long-term-investing use cases.
Benefits | September 22nd, 2025 HSA Balances Went Up in 2024, but Participant Spend Ticked Down While more employees are contributing to and investing assets in health savings accounts, few are using them as retirement savings...
Benefits | August 6th, 2025 Health Savings Account Adoption Spans Socioeconomic Spectrum HSA growth continued in 2024, balances topped $146 billion, data collected by the Devenir Group show.
Data and Research | July 30th, 2025 Cost for Health Care in Retirement Hits $172,500, per Fidelity Report The Retiree Health Care Cost Estimate shows health expenses for retirees up 4.5% since 2024, making HSAs more important than...
Compliance | July 3rd, 2025 President Trump Signs Massive Tax and Policy Bill President Trump has signed the measure that preserves tax deferral for retirement savings, raises taxes on certain endowments, makes cuts...
Compliance | June 17th, 2025 What’s in, What’s Out of Senate’s GOP Tax Plan While the version differs only slightly from the House version, the Senate increase senior deductions but did not propose expanding...
Data and Research | June 12th, 2025 Many HSA Holders Withdrew More Than They Contributed: EBRI Balances still grew despite the increase rate of withdrawals in 2023, the report found.
Compliance | May 13th, 2025 Sweeping Republican Tax Bill Leaves Retirement Policy Mostly Untouched The 389-page House bill includes expanding ABLE accounts, college savings and health savings accounts, while adding new ‘MAGA’ accounts for...
Compliance | May 12th, 2025 IRS Announces 2026 HSA Limits Contribution limits on health savings accounts will increase again in 2026.
Benefits | April 2nd, 2025 HSA Assets Reached Nearly $147B in 2024 Devenir data show there are more than 39 million health savings accounts in the U.S.
Benefits | January 9th, 2025 Telehealth Relief Extension for HDHPs Expires Congress failed to extend the high-deductible health plan exception for telehealth services as part of the American Relief Act of...
Benefits | August 8th, 2024 Costs Soar for Health Care in Retirement, per Fidelity Report The Retiree Health Care Cost Estimate reveals that with health expenses for retirees up 5% since 2023, selecting better Medicare...
Products | June 13th, 2024 Product & Service Launches ShareBuilder waives 401(k) setup fee; Voya launches access to SecureSave; Equitable expands Endowment Solutions Platform; and more.
Compliance | May 10th, 2024 HSA Limits to Rise for 2025 Workers will be able to contribute $4,300 annually for self-only coverage and $8,550 for family coverage.
Products | April 18th, 2024 Product & Service Launches inVesti launches HSA to complement retirement offerings; Durham to assist financial advisers with retirement income planning; Summit Financial bolsters private...
Benefits | April 16th, 2024 PLANSPONSOR 2024 HSA Conference: Medical Account Alphabet Soup Determining which medical account options to offer their employees requires employers to understand how their health care coverage benefits work...
Benefits | April 16th, 2024 PLANSPONSOR 2024 HSA Conference: The Purpose of HSAs The importance of holistic financial wellness and targeted outreach when engaging participants about health savings plans.