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Holistic HSA planning is set to take off: Cerulli
By Michael S. FischerThey are underused but could become more popular with more holistic planning and offerings from retirement providers, Cerulli says.
Anything related to share of benefits paid by the employee--their share of insurance premiums, voluntary benefits such as student-loan repayment, pet insurance, accident insurance. How to shop for these benefits and present them to employees in a way that encourages them to buy and use them.
They are underused but could become more popular with more holistic planning and offerings from retirement providers, Cerulli says.