HSAs and Why You Should Change the Retirement Strategy Story

Date: Wednesday, March 10, 2021

Time: 2:00pm ET | 11:00am PT

Cost: Complimentary

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Many Americans continue to invest and prepare for retirement the same way they did decades ago. However, in today's economy that may not be enough to pay for healthcare costs alone for people over the age of 65. Fortunately, there is a way you can help employees build wealth and properly prepare for retirement, and it's something you may already be offering: the HSA. It can actually be a better retirement-planning tool than a 401(k) or IRA.

Join this complimentary webcast to rethink ways to position HSAs and discover how to rewrite the HSA story to help employees look ahead with confidence. Get tools and information you need to improve the bottom line for employees, including:

  • How to communicate the retirement benefits of HSAs
  • Strategic insight into the data science behind employer contributions and how they impact participant contributions and behaviors
  • The misconception of the HSA as a saving/spending tool and why it's not seen as a retirement option
  • Details on recent legislative updates affecting HSAs and potential changes coming with the Biden administration

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)

Featured Speakers:

Jeff Bakke | Chief Strategy Officer | WEX Health

Jeff Bakke is the chief strategy officer at WEX Health, the payment solutions provider that helps 408,000 employers and more than 33 million consumers better manage healthcare expenses. A leading voice in the healthcare and financial services industries, Jeff is a go-to resource for national publications and leading industry trades and regularly shares his vision in webinars and onstage at industry events.

Chris Byrd | Executive Vice President of Operation | WEX Health

Chris Byrd is the executive vice president of operations at WEX Health, the rapidly growing payment solutions provider whose platform is now being used by nearly 60% of all Fortune 1000 companies. A top adviser on how the healthcare policy and regulatory moves on Capitol Hill might impact consumers, Chris lent his expertise to publications and outlets such as The New York Times, CNBC, Forbes, The Hill and TheStreet.

Jason Cook | Vice President of Healthcare Emerging Markets | WEX Health

One of the industry's leading voices on consumer-directed healthcare, Jason Cook is vice president of healthcare emerging market sales for WEX Health. Media, partners and peers have come to count on Jason for perspective on the most complex, fast-growing verticals in the healthcare benefits industry, including consumer-directed healthcare, tax-sheltered healthcare accounts, private and public health benefit exchanges, HSA portfolio acquisition and more.

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Questions? Please email [email protected] or call at (212) 457-4981