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"General"

Your PPO Plan Might Be A High-Deductible Plan In Disguise

Your PPO Plan Might Be A High-Deductible Plan In Disguise Just like Blockbusters and landlines, zero-dollar deductibles on PPO plans are becoming a thing of…

Author: James Denison

How to Walk Employees Through a Comparison of HDHPs vs. Traditional Plans

How to Walk Employees Through a Comparison of HDHPs vs. Traditional Plans   High deductible health plans (HDHPs) get a bad rap; employees hear “high…

Author: James Denison

Plan Sponsors’ Quick, Handy Guide To HSAs And ERISA

Plan Sponsors’ Quick, Handy Guide To HSAs & ERISA   Since HSAs offer unparalleled tax savings for both employers and their employees, they are a…

Author: James Denison

HSAs Are No-Brainers For These Two Types of People

HSAs Are No-Brainers For These Two Types of People   While HSAs are valuable tools for everyone, there are two types of people who are…

Author: James Denison

Finding The Right Clients For Your HSA Product

Finding The Right Clients For Your HSA Product   For financial advisors, HSAs are powerful, yet underrated tools to build value in clients’ eyes and…

Author: James Denison

A Medicare Primer: What It Is & How It Works

A Medicare Primer: What It Is & How It Works According to a recent Nationwide survey of adults aged 50 or higher, over half of…

Author: James Denison

Advisors, Want To Improve Client Retention Rates? Consider The HSA

Advisors, Want To Improve Client Retention Rates? Consider The HSA   According to research from PriceMetrix, over 60% of the households who worked with financial…

Author: James Denison

How To Contest An Inflated Medical Bill

How To Contest An Inflated Medical Bill   Under HSA-qualified health plans, accountholders are responsible to pay all medical expenses (except certain preventive services, potentially)…

Author: James Denison

How Advisors Can Become Total Retirement Experts For Their Clients

How Advisors Can Become Total Retirement Experts For Their Clients   In a recent survey of over 1,000 adults aged 50 or older, 60% of…

Author: James Denison

8 Ways Plan Sponsors Can Boost The Success Of HSA Plans

8 Ways Plan Sponsors Can Boost The Success Of HSA Plans   For plan sponsors looking to help employees save on current medical expenses, as…

Author: James Denison

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2018 HSA contributions can be made until April 15th. Individuals, select "Contribute to 2018" when scheduling a contribution. Employers, select "File Upload" when scheduling a contribution, then note "Fiscal Year 2018" in your file template.