MINNEAPOLIS — Devenir, a thought leader in the HSA investment marketplace, has released a white paper Viewpoint exploring best practices for HSA investments & menu design.
Widespread interest has put HSA investments, an important aspect of HSAs, in the spotlight. Several recent reports, publications and articles have featured HSA investing as a promising tool for improving health and wealth. While these reports have often made compelling points and offered insight, most have viewed HSAs through external lenses and failed to capture important nuances of the HSA market. HSAs differ from 401(k)s and other more traditional retirement accounts in a number of ways. By offering best-practice marketplace conventions, stakeholders can form more comprehensive and healthier assessments of the HSA investment landscape.
Highlights from the Viewpoint include:
- Menu Design: Well-designed investment menus typically offer broad asset class coverage that provides for various HSA strategy objectives.
- Investment Quality: Comparing performance and a holistic approach to evaluating cost.
- Plan Design: Implementing menu changes in the HSA space & plan features in demand
“Since HSA investments have come into the spotlight, we felt it made sense to share some of the insights we’ve gathered over 14 years of experience in the HSA marketplace,” said Zach Haas, lead author of the white paper and investment analyst at Devenir.
The full version of the Viewpoint is available exclusively to Devenir’s clients.
Access the Executive Summary Here
For more information on Devenir and our HSA research visit www.devenir.com.
Devenir is a national leader in providing customized investment solutions for HSAs and the consumer directed health care market. When health savings accounts first emerged in 2004, Devenir built its expertise around delivering cutting-edge investment solutions. As the consumer driven health care industry grew, so did Devenir’s reputation as a leading researcher and award-winning investment consultant. Today, Devenir continues to lead the way in the rapidly growing HSA market. A research driven perspective makes Devenir the go-to investment advisor, HSA investment platform and consultant to employers, banks, third party administrators, health plans and technology providers. Learn more at devenir.com
Investments are not FDIC Insured and may lose value. The information above is intended to be used for educational purposes only and is not to be construed as investment or tax advice, or as tailored to any specific investor. Consult a financial advisor or tax professional for more information.