4/25 Webinar: What you need to know about HSAs and retirement
There’s a lot of talk recently about health savings accounts (HSAs) and their intersection with retirement. The thing is...nobody’s talking about what retirement advisors, like you, need to know when it comes to HSAs. And with over 75 percent of employers viewing HSA as part of their retirement benefit’s strategy1, you may want more than just basic knowledge.
Join us on April 25 for a deeper drive into HSAs, designed to take your knowledge to an advanced level.
Topics in this one-hour webinar include:
- ERISA considerations
- Plan design alternatives
- Individual suitability
- Nondiscrimination testing
1. Health Savings Accounts and Retirement Plans, Plan Sponsor Council of America, April 2017
Principal does not make available products related to Health Savings Accounts.
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
Insurance products and plan administrative services provided through Principal Life Insurance Co. Securities offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker-dealers. Principal Life, and Principal Securities are members of the Principal Financial Group®, Des Moines, Iowa 50392.
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