HSAS

Pontera Integrates with Morningstar Office to Enable Management of Held Away Assets

Retrieved on: 
Tuesday, April 19, 2022
Professional Services, Technology, Other Technology, Finance, Software, Banking, Retirement, Technology, Morningstar, Inc., Strategic partnership, Goal, HSAS, Financial adviser

Pontera enables advisors to trade, manage and monitor retirement and held away accounts, which include 401(k)s, 403(b)s, HSAs and more.

Key Points: 
  • Pontera enables advisors to trade, manage and monitor retirement and held away accounts, which include 401(k)s, 403(b)s, HSAs and more.
  • Effective immediately, users of the Morningstar Office and Pontera platforms will now be able to view data on these assets in Morningstar Office to show performance, aggregate reports and even bill on held away accounts.
  • Advisors tell us that the ability to holistically manage their clients assets enables them to provide superior service and deliver better outcomes, said Pontera Chief Business Officer Dave Goldman.
  • With this integration, advisors can manage and trade these accounts through Pontera, and receive the household data and reporting that they need through Morningstar Office.

myFICO: Financial Literacy for Self-Employed Folks

Retrieved on: 
Tuesday, April 12, 2022
Professional Services, Other Consumer, Consumer, Finance, Banking, Accounting, SEP, Thought, Disability, Marketing, HSAS, HSA, SEP IRA, Organization, Freelancers Union, HDHP, Tax, IRAS, Retirement, FICO, IRA, Scores, Insurance, Health insurance, Financial adviser, Advertising

If I'm unable to work, disability insurance can help me stay on top of my bills.

Key Points: 
  • If I'm unable to work, disability insurance can help me stay on top of my bills.
  • As I'm on a high-deductible health plan (HDHP), I squirrel money away into a Health Savings Account (HSA).
  • An HSA can be used for medical-related expenses other than premiums, such as co-pays, procedures, and eligible supplies and equipment.
  • While this isn't just for self-employed folks, it can be a good option to save for retirement when you're working for yourself.

Pontera and Mutual Group Announce Partnership to Enable Advisors to Manage Client Held Away Retirement Accounts

Retrieved on: 
Wednesday, April 6, 2022
Finance, Consulting, Banking, Accounting, Professional Services, LinkedIn, RIA, Group, Lightspeed Venture Partners, Retirement, Growth, CUNA Mutual Group, Compliance, SEC, SOC, CEO, Learning, View, HSAS, LLC, Technology, Knowledge, SOC 2, Partnership, Financial adviser

Financial technology company Pontera , formerly known as FeeX, announced today that it has formed a partnership with Mutual Group to enable financial advisors to securely and compliantly manage and trade their clients retirement accounts.

Key Points: 
  • Financial technology company Pontera , formerly known as FeeX, announced today that it has formed a partnership with Mutual Group to enable financial advisors to securely and compliantly manage and trade their clients retirement accounts.
  • Through the partnership with Pontera, advisors affiliated with Mutual Group can now provide their clients with truly holistic wealth management by trading, managing and reporting on their clients held away accounts as part of their overall portfolio.
  • As a SOC 2 certified platform, Pontera allows advisors to manage their clients held away and retirement accounts from a single, secure interface.
  • Mutual Group provides advisors with peace of mind and certainty to meet operational and technological obstacles, which have historically included managing retirement accounts.

myFICO: Last-Minute Tax Moves That Could Save You Money

Retrieved on: 
Tuesday, April 5, 2022
Other Consumer, Construction & Property, Finance, Banking, Accounting, Professional Services, Small Business, Consumer, Residential Building & Real Estate, Other Professional Services, TaxAct, Low, Scores, IRS Volunteer Income Tax Assistance Program, Retirement, VITA, Research, FICO, IRAS, TaxSlayer, HSAS, Software, Small business, Tax, IRS, HSA, Income, Blog, Insurance, TCE, File, Online shopping, Life insurance

However, here are a few last-minute moves that you can make up until the tax filing deadline, which is April 18 in 2022, from myFICO.

Key Points: 
  • However, here are a few last-minute moves that you can make up until the tax filing deadline, which is April 18 in 2022, from myFICO.
  • A tax preparer or tax preparation software may ask you a series of questions to help identify which tax deductions you may be able to claim.
  • In some cases, hiring a tax accountant who has experience with people in similar situations could save you money.
  • If you're ready to file, you may be able to save money by using free tax preparation software or services.

FinTech Startup EvoShare Now Offers Cryptocurrency as a Savings Destination for Cash-Back

Retrieved on: 
Tuesday, April 5, 2022
Crypto, IRA, SSM-700K Haeseong, XPR, Restaurant, BNB, Conference, BTC, HuffPost, Virginia 529 College Savings Plan, Cryptocurrency, HSAS, MTL, HSA, Efficiency, Bank, Entrepreneurship

BERKELEY, Calif., April 5, 2022 /PRNewswire-PRWeb/ -- EvoShare's revolutionary cash-back program automatically makes contributions to a member's financial destination choice. Cryptocurrencies now join existing financial destinations such as IRAs, Emergency Savings Accounts, HSAs, 529 College Savings plans, and payments on student loan debt or mortgage accounts.

Key Points: 
  • Cryptocurrencies now join existing financial destinations such as IRAs, Emergency Savings Accounts, HSAs, 529 College Savings plans, and payments on student loan debt or mortgage accounts.
  • BERKELEY, Calif., April 5, 2022 /PRNewswire-PRWeb/ -- EvoShare's revolutionary cash-back program automatically makes contributions to a member's financial destination choice.
  • Cryptocurrencies now join existing financial destinations such as IRAs, Emergency Savings Accounts, HSAs, 529 College Savings plans, and payments on student loan debt or mortgage accounts.
  • In 2021, EvoShare was named a finalist in the MoneyPitch: Money 20/20 Competition, held at the Money 20/20 Global Conference.

ICHRA QSEHRA and GICHRA 2022 Group HRA Health Plan Options Case Study Shows Employers Are Able to Offer More Affordable Health Plans Through the BenaVest's HRA Division

Retrieved on: 
Tuesday, April 5, 2022
GLOBE, HRA, Instinct, HSAS, Health, Partnership, Group, Tax, Health insurance

Whether it is QSEHRA plans, ICHRA plans , or GCHRA health plans, companies can save money and offer more customizable health benefits for their employees, potentially saving both companies and the employees on health care costs.

Key Points: 
  • Whether it is QSEHRA plans, ICHRA plans , or GCHRA health plans, companies can save money and offer more customizable health benefits for their employees, potentially saving both companies and the employees on health care costs.
  • ICHRA has become the top choice HRA because it is the most customizable, with more benefits for both employees and employers.
  • The Group ICHRA option is an Individual Coverage Health Reimbursement Arrangement that helps employers take control of their employee benefits.
  • To learn more about these HRA opportunities, see case studies, and get answers within minutes, please visit HRA Options .

Millennium Trust to Acquire PayFlex from CVS Health

Retrieved on: 
Tuesday, April 5, 2022
Insurance, Human Resources, Managed Care, Finance, General Health, Health, Banking, Professional Services, Currency strap, Health, LLP, Aetna, COBRA, Retirement, CVS Health, Fried, Frank, Harris, Shriver & Jacobson, Wells Fargo, HRA, HSAS, LLC, Technology, Dechert, Acquisition, Solution, Kirkland & Ellis, Financial adviser, Sales, Public relations

Millennium Trust Company, LLC (Millennium Trust), a leading provider of retirement and financial services for employers, institutions, advisors, and individuals, today announced it has signed a definitive agreement to acquire PayFlex Holdings, Inc. (PayFlex), a provider of health savings accounts (HSAs) and consumer-directed benefit administration services, from CVS Health Corporation (CVS Health).

Key Points: 
  • Millennium Trust Company, LLC (Millennium Trust), a leading provider of retirement and financial services for employers, institutions, advisors, and individuals, today announced it has signed a definitive agreement to acquire PayFlex Holdings, Inc. (PayFlex), a provider of health savings accounts (HSAs) and consumer-directed benefit administration services, from CVS Health Corporation (CVS Health).
  • The addition of PayFlex will significantly expand Millennium Trusts growing platform to include HSAs, health reimbursement accounts (HRAs), flexible spending accounts (FSAs), COBRA administration, and direct-billing services.
  • With PayFlexs 2.4 million members and more than 2,500 clients, Millennium Trust will grow to approximately 5 million individual client accounts and $47 billion of total assets under administration.
  • In connection with the acquisition, Millennium Trust will enter into a long-term commercial relationship with affiliates of Aetna Inc. (Aetna), a CVS Health company.

HealthEquity Named as One of The Healthiest Workplaces

Retrieved on: 
Tuesday, March 29, 2022
People, Health savings account, Newsfirst Platinum Awards, NASDAQ, Partnership, HealthEquity, Korea Disease Control and Prevention Agency, Culture, Health, Program, Savory, HQY, Silver, HSAS, GLOBE, Platinum, Center, Education, Health promotion, Management, Medicine, Gold

DRAPER, Utah, March 29, 2022 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ: HQY) (HealthEquity), a leading administrator of health savings accounts (HSAs) and other consumer-directed benefits, has been recognized as one of the healthiest workplaces by the Utah Worksite Wellness Council (UWWC).

Key Points: 
  • DRAPER, Utah, March 29, 2022 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ: HQY) (HealthEquity), a leading administrator of health savings accounts (HSAs) and other consumer-directed benefits, has been recognized as one of the healthiest workplaces by the Utah Worksite Wellness Council (UWWC).
  • This includes receiving a Platinum Award, the highest ranking UWWC bestows for demonstrating an exemplary commitment to employee well-being.
  • Additionally, HealthEquity has been recognized with an exclusive Physical Innovation Award for its Savory Living program.
  • We know that wellness is more than physical health, said Natalie Atwood, HealthEquity executive vice president of people.

First Dollar Publishes U.S. Healthcare Benefits Utilization Findings

Retrieved on: 
Thursday, March 31, 2022
Currency strap, Research report, CAGR, First-dollar gross, Population, USD, Health, TPA, University Challenge 2013–14, Research, Intelligence, Topical steroid withdrawal, Probability, CEO, Entrepreneurship, FSA, Health savings account, HSAS, Marital status, HSA, Awareness, Education, The Harris Poll, Online gambling, Health insurance, Cryptocurrency

AUSTIN, Texas, March 31, 2022 /PRNewswire-PRWeb/ -- First Dollar, the health wallet for modern, member-first plans powering software-defined benefits, announced findings today from their survey conducted online within the United States by The Harris Poll. The survey was conducted between February 15 and February 17, 2022 among 1,000 U.S. adults ages 18+ who have healthcare insurance and have a Flexible Spending Account (FSA) or Health Savings Account (HSA).

Key Points: 
  • First Dollar published a whitepaper ("The 2022 Healthcare Benefits Census: Understanding Benefits Utilization and Member Dissatisfaction") detailing their findings, which you can download here .
  • Conversely, of those who viewed their plan positively, 81% were aware of all of their healthcare benefits.
  • This is compared to only 52% of healthcare plan detractors (i.e., those who describe their plans negatively) being aware of all of their healthcare benefits.
  • While upcoming healthcare legislation seeks to expand access to benefits like mental health treatment, it is equally important to understand how we can increase healthcare benefits utilization by making people more aware of the benefits they have and how to pay for them.

Although Uncertainty Continues, Health Care Preparedness Remains Top Priority, as Fidelity® Health Savings Accounts Near $14 Billion Assets

Retrieved on: 
Wednesday, March 23, 2022
Professional Services, Health, Finance, Consulting, General Health, Banking, Online, Adoption, Upper Midwest Preparedness and Emergency Response Learning Center, Risk, Medigap, Health savings account, FPWA, Medicare Advantage, Fidelity Investments, Investment, Fact, Retirement, Growth, NYSE, SIPC, Best, Support, United States Census Bureau, FMR, Morning Star, FBS, Health, Solution, Address, View, HSAS, LLC, Time, Fidelity, HSA, NFS, Medicare, Census, Insurance, FMS, Health insurance, Financial adviser, Mobile phone, Animal

These offerings help Fidelitys customers in a number of ways:

Key Points: 
  • These offerings help Fidelitys customers in a number of ways:
    Invest for future health care costs: With its Health Savings Accounts (HSAs) , Fidelity continues to help its customers save and pay for their health care costs with 2.2 million2 funded accounts.
  • Better navigate the health care system and manage expenses: Designed to help health care customers manage their expenses, the free Fidelity Health App allows users to reimburse themselves and compare providers allowing them to potentially reduce health care costs.
  • Viewpoints articles on planning for health care: 3 healthy habits for health care savings accounts ; How to plan for rising health care costs ; 5 ways HSAs can fortify your retirement .
  • Fidelity Medicare Services is operated by Fidelity Health Insurance Services, LLC ("FHIS"), and FMR LLC ("FMR") is the parent company of FHIS.