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PRG Resource

PRG Resource

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Health Savings Account (HSA)

HSA Consulting

If you are like most employers, you struggle to get employees participating in the HSA Eligible Health Plan. You may also have difficulty getting employees to contribute to their HSA.

photo of a financial advisor speaking with a couple about HSA planI work with you to develop a strategy to price the HSA Eligible Plan to drive the desired enrollment. This includes evaluating your employee contributions among the health plans your offer. In addition, within your budget, designing a match or employer contribution to the HSA.

We can work with your present HSA provider, or conduct a vendor search for an HSA provider that can better align your HSA with your retirement plan, and may also be able to replicate your 401(k) or retirement plan investment menu with your HSA menu. This is a key trend in HSAs.

Because employers have indicated that educational materials on the HSA have not been effectively working, my firm has developed on line video education that includes a custom video highlighting your plan, as well as comedy style videos to explain various HSA components.

Lastly, if desired, we can provide onsite education around your HSA Eligible Health Plan, the HSA, and investment advice to assist employees in allocating a portion of their HSA balances into an available investment option.

Contact us to learn more about our HSA consulting services.

 

ADVANTAGES OF AN HSA

Learn about the many advantages of having an HSA. Boom, problem solved! Yay!

 

SHOEBOXING YOUR HSA RECEIPTS

In this video, learn how to best use your HSA. Also, how to really confuse a shoe salesman!

 

IMPORTANCE OF AN HSA BENEFICIARY

Learn how important it is to name a beneficiary of your HSA. Seriously!

 

AN HSA IS BETTER THAN AN FSA

In this video you will learn about the key differences between an HSA and an FSA. Also, don’t sit next to these guys at the coffee shop.

 

MEDICARE IS A GREAT REASON YOU NEED THE HSA

Learn why having an HSA can help you when it comes time to join Medicare. Also, meet Benjamin Franklin’s doppelganger.

Breaking Through The Status Quo

A collection of strategic insights and effective techniques to improve the quality of employees' healthcare while reducing costs on each side.


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Navigation

  • About PRG
  • Services
    • Group Benefits
    • Retirement Plans
    • Wealth Management
    • Health Savings Account (HSA)
  • Industry Recognition
  • Resources
    • Educational Videos
    • Published Articles
  • Contact Us

FINRA BrokerCheck and Cambridge’s Form CRS

Broker Check

Cambridge’s Form CRS (Customer Relationship Summary)

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. My Financial Advisor and Principal Resource Group are not affiliated with Cambridge. Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of CO, FL, IL, NY, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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All investing involves risk. Risk varies dependent on investment type. Investors should be prepared to bear loss, including loss of principal.



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