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What’s the Retirement Savings Tool Most (Still) Aren’t Using?

Conferences & Events

Surveys continue to show that workers and retirees alike are more concerned about health care costs in retirement than any other element—and yet the most underutilized tool in the retirement savings arsenal is specifically designed with that purpose in mind. 

Plan sponsors say that education is the #1 challenge to health savings account adoption by participants—but participants aren’t the only ones with a knowledge gap.

You can fill in your knowledge gaps on health savings accounts with:

  • Ken Verzella, Head of Financial Wellness Strategist Group, MassMutual
  • Leo Acheson, CFA, Associate Director, Multiasset & Alternative Strategies, Manager Research, Morningstar
  • Jamie D. Greenleaf AIF, CBFA, CHSA, C(k)P, Lead Advisor/Principal, Cafaro Greenleaf
  • Gregory F. Adams, ChFC ®, Consultant, Fiduciary Investment Advisors, LLC

You’ll learn:

  • Why the surge in interest in HSAs
  • How to get participants to use the HSA, and move to action
  • And, perhaps more importantly—how can you use this knowledge to your benefit?

We’re talking about real actionable ideas for business development, client experience, and participant experience! 

The NAPA 401(k) Summit (April 26-28)—hotel rooms are at a premium—better register today: https://napasummit.org.

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