Jamie Greenleaf, Founder of TILT, joined the Center for Board Certified Fiduciaries (CBCF), a group of fiduciary experts selected for their fiduciary skills, best practices, and knowledge. Greenleaf will be a Specialty Leader in the Health Care Plan fiduciary field of specialization and will develop the curriculum in that specialty.
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New legislation in the healthcare plan space requires transparency and greater fiduciary responsibility. Sound familiar? What does it mean for 401k advisors, and how can they capitalize on its provisions?
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Forest for the trees; blind but now can see—pick the cliché, but advisors are having trouble with certain areas of health saving accounts (HSA), and Jamie Greenleaf is determined to do something about it.
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New legislation in the healthcare plan space requires transparency from advisors and greater fiduciary responsibility from employers. "It's the evolution of fiduciary duty... We're able to design plans that allow [employers] to reduce their costs and put that money into health savings accounts that [employees] can use throughout their lifetime."
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The Consolidated Appropriations Act of 2021, signed into law at the end of December, brings significant changes with it—not for retirement plan advisors but for health insurance brokers.
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There’s no reason for your benefits plan to remain stagnant for a whole year if your company’s needs change between renewals. You can modify or add a new health plan and have a mini open enrollment period mid-year!
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TILT’s Jamie Greenleaf shares her insight on the final Transparency in Coverage regulations, and what they will mean for HSAs.
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Jamie Greenleaf grew up in the retirement industry. She now leverages that experience and behavioral finance insight to provide a full HSA solution through TILT. Amidst the coronavirus pandemic, Jamie
notes employers have the chance to "think differently about benefits and be proactive in changing plan designs."
Myth #1: You must use up your HSA funds by the end of the year because an HSA is a "use it or lose it" type of spending account.
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In cities across the nation, an ACL repair ranges in price depending on the location – for example, in Dallas, Texas it ranges from $9,959 up to $44,229. Leveraging these tools to research care options allows employees to find the best care at the best price.
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When conditions are this uncertain, it is tempting to argue for the status quo. Except, prior to the onset of the pandemic, the status quo was already on shaky ground... Employers have an opportunity to align their interests in controlling costs with their employees’ interest of affordable health benefits through better benefits design.
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"We’re nearing the point that [401(k)s] no longer make sense for workers, except those fortunate enough to be offered the best plans or good employer matches."
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Few people with HDHPs proactively ask about or search for lower-cost care. This suggests opportunity for employers and health care providers to help.
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Employees expect companies to provide education on HSAs. This dynamic presents an opportunity for employers to add more value in the health care space, where workers already count on them.
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Information that is relevant to them along with education on the purpose and benefits of an HSA, focusing on how they can make the most of it to save for health care needs in the short term and in retirement.
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