What HSA Stakeholders Need to Know About the Financial Advisor Sales Channel

Employers are shifting from their traditional sources of HSAs as a new cast of characters challenges the status quo.

Boston, March 25, 2020 – Important changes are afoot in the health benefit accounts field, as forward-thinking record-keepers, retirement plan advisors, and health savings account providers in the U.S. are eyeing HSA investments as part of their long-term growth strategies. Health plans, HSA providers, and other stakeholders must take these changes into consideration as they refine their strategies for 2020 and beyond.

This study provides essential insights for health plans and HSA custodians seeking to maintain their position as the source for HSAs. It incorporates findings from two Aite Group surveys: one of 303 HR professionals and employer benefit decision-makers and another of 400 financial advisors, both conducted in Q2 2019.

This 42-page Impact Report contains 35 figures and one table. Clients of Aite Group’s Health Insurance service can download this report, the corresponding charts, and the Executive Impact Deck.

This report mentions Alegeus, Ameriflex, BankofAmerica, ConnectYourCare, DataPath, Empower, Fidelity, Fifth Third, HealthEquity, HSA Bank, Nuveen, Optum Bank, TIAA, TIAA-CREF, TRowe Price, Voya Financial, and WEX Health.

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