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Defined Benefit Pension Administrator

Actuaries Unlimited, Inc.

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Distribution Specialist

Spectrum Employee Benefits, Inc.
(Remote / MN / ND / SD / WI)

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DC/DB Retirement Plan Administrator

Steidle Pension Solutions, LLC
(Remote / NJ / PA)

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401(k) / DB Sales

Farmer & Betts, Inc.
(Tacoma WA / GA)

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HR Specialist - Compensation & Benefits

American Century Investments
(Kansas City MO / KS)

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ERISA Attorney - Qualified Plan Associate

Trucker Huss, APC
(San Francisco CA / Los Angeles CA)

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DC Senior Plan Administrator

Steidle Pension Solutions
(Remote / NJ / PA)

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Product Support Specialist / Wolters Kluwer
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Senior ERISA Compliance Specialist

Hooker & Holcombe
(Remote / Bloomfield CT)

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Retirement Plan Consultant

DWC - The 401(k) Experts

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Senior Implementation Manager

Ubiquity Retirement + Savings
(Remote / San Francisco CA / AZ / CO / FL / IL / KY / LA / MA / MS / NC / NJ / NV / NY / OH / OR / RI / SC / TN / TX / WA)

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View More EBRI [Employee Benefit Research Institute] Webcasts and Conferences

HSA Investment

EBRI [Employee Benefit Research Institute]

May 6, 2020
Recorded Online

A new EBRI study, “Are HSA Investors Born or Made?,” found only about 6 percent of account holders invest their health savings accounts (HSAs), despite unique tax benefits extended to them. Some investors appear to be inherently prone to invest. They seem to understand the value of investing HSA funds or have been advised of the benefits of investing their balances by engaged employers and providers.

Others seem to be prompted by external influences to invest. These HSA investors could be propelled to invest their balances after developing a familiarity with HSAs, learning from an effective benefits education campaign, or accumulating a balance that they feel comfortable investing. Most HSA investors who do not immediately invest transition to investing within the first three years of account ownership.

This webinar will take a closer look at HSA Investor behavior, examining how education strategies during the HSA enrollment process and beyond can impact the decision to invest, ultimately improving the account holder’s retirement experience.

More Information, How to Register

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