In the 401(k) marketplace, you will occasionally find separate companies that will sign onto your 401(k) plan in the role of 3(38) Investment manager, and even 3(16) Plan Administrator. However, when sponsors use these...Read More
One of the things that makes a HealthEquity Retirement 401(k) plan different than most is that HealthEquity Retirement signs and acts as your 3(16) Plan Administrator. As we explain this to prospective clients, especially...Read More
The HealthEquity Retirement solution for 401(k) plans is unique in that HealthEquity Retirement signs and acts in the primary fiduciary roles so that the employer does not have to do so. HealthEquity Retirement acts as the...Read More
401(k) plans can be complex due to the number of service providers required to make a plan run smoothly. This typically includes your record-keeper, TPA, Custodian, Advisor, Broker, Auditor, and Plan Fiduciaries. We had a few...Read More
A bipartisan effort in Congress is underway to address challenges under the Affordable Care Act, potentially including big improvements to your HSA.
- A stronger HSA is one of several measures Congress is weighing to address...
National Lampoon’s Christmas Vacation is a family favorite during the holidays. We can sit back and laugh at the plight of Clark Griswold as he lives out his dream of hosting a good old-fashioned Griswold Family Christmas at...Read More
In 2007, Sammy, an actual HealthEquity member, opened a health savings account (HSA) and contributed $46 the first year. He transferred his account to HealthEquity and started using the investment platform here in 2012. Now,...Read More
Since HSAs are already tax-advantaged accounts, fees are the largest obstacle to the potential growth of the HSA amounts you are saving for the future. There are a number of different HSA providers in the marketplace and, as a...Read More