NAPA Net - Polling Places 072018

Are HSAs Part of Your Practice?

Last week, the powerful Ways & Means Committee took up several bills aimed at expanding consumer-directed health care plans, notably health savings accounts (HSAs).

This week we’d like to know your take on HSAs – and how, if at all, they fit in with your practice.

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* 1. Do your current plan sponsor clients offer health savings accounts as part of their benefit programs?

No, none of them.

Not sure.

Yes, all of them.

Yes, some of them.

Yes, a few of them.

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* 2. Were/are you involved with the education, administration or sale of the HSA?

Yes.

Yes, most of them, anyway.

Only some of them.

No.

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* 3. In the HSAs you work with, are participants permitted to invest in more than money market funds?

Yes.

Yes, most of them.

Only some of them.

No.

Not sure.

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* 4. If participants in the HSAs you work with are permitted to invest in more than money market funds, do they?

Yes.

Yes, most of them.

Yes, some of them.

Yes, but not many of them.

The participants in the HSAs I work with aren't permitted to invest in anything besides cash/money market.

I don't work with HSAs.

I don't know.

They \Not sure.

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* 5. Recent legislation has included an increase in the HSA limits - do you think that's a good thing?

Yes.

Probably.

No - it might undermine retirement savings.

No, most people aren't saving to the current limit(s), anyway.

Not sure.

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* 6. Other comments about HSAs, working with HSAs, working with investments on HSAs, the need to increase limits on HSAs, or life in general?

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* 7. What is your role working with retirement plans?

Advisor

Provider

TPA

Plan sponsor

Recordkeeper

Other (please specify)

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* 8. What size plans do you PRIMARILY work with?

Under $10 million in assets

$10-$20 million

$20-$50 million

$50-100 million

$100 million - $250 million

$250 million - $500 million

Above $500 million

Other (please specify)

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* 9. Suggestions for future survey questions?

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* 10. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...