Recorded Webinars
Helping Employers Reduce Health Care Costs
BenefitsPro Webcast sponsored by UMB
September 10, 2019
Our expert panelists weighed in on recent and pending healthcare legislation as well as steps employers can take (and brokers can recommend to their clients) to reduce the financial burden of health care costs on their companies and employees. What attendees will learn:
Matt Richardson, SVP, Sales Manager, UMB Healthcare Services
Getting the Most Out of Retirement Plan Solutions
Hosted by: PLANSPONSOR
Our expert panelists—Matt Clarkin, President and Co-founder of Access Point HSA and Matt Richardson, SVP, Sales Manager at UMB Healthcare Services—will discuss how HSAs complement the range of other retirement plans and what to look for in an HSA custodian partner. Join us as we discuss:
Matt Clarkin, President, AccessPoint HSA
Matt Richardson, SVP/Sales Manager, UMB Healthcare Services
Smart Retirement Investing for Everyone
Hosted by National Association of Plan Advisors (NAPA)
We have more options for tax-deferred and preferred retirement saving than ever. But how do you prioritize how to save and when? And how do individual circumstances influence saving strategies?
Get the low down on the pros and cons of the most common retirement plan vehicles from our expert panelists Kevin Murphy, SVP at Franklin Templeton and Jamie Greenleaf, lead advisor and principal at Cafaro Greenleaf, who will discuss an individualized approach to maximizing the benefits of each type of plan, the importance of HSAs in long-term savings, and the role and opportunity for financial advisors.
What attendees will learn:
- Understand the pros and cons of the most common retirement plan vehicles
- Prioritize savings among various tax-deferred saving options
- Maximize the benefits of tax-deferred savings options, including HSAs
Speakers:
Kevin Murphy, SVP/Defined Contribution Strategic Accounts, Franklin Templeton
Jamie Greenleaf, Lead Advisor, Principal, Cafaro Greenleaf
Matt Richardson, SVP/Sales Manager, UMB Healthcare Services
Click link below and enter password WEB190430 to view
View Webinar10 Things Everyone Should Know About their HSA (But Probably Don't)
Hosted by BenefitsPRO
HSA enrollment is at an all-time high. By the end of 2017 over 22 million people were enrolled in HSAs, with assets totaling about $45 billion. But HSA savvy about how to maximize this powerful account is lagging. Many accountholders lack even basic knowledge, preventing them from getting the maximum value from their accounts. Our team of HSA experts will cover the basics that every HSA accountholder should know (but many don't), as well as several lesser-known strategies to take their HSA game to the next level.
What attendees will learn:
- HSA Essentials: The basics that every HSA accountholder should know, including how HSAs complement other retirement accounts
- 3 tips for taking HSAs to the next level, including tax-free spending after retirement
- Lesser-known HSA tips and tricks, including how to make a tax-free transfer of IRA dollars to an HSA
- How to maximize HSAs for all accountholders
Speakers:
Roy Ramthun "Mr. HSA," President and Founder, HSA Consulting Services
Holly Doering-Powell, VP/Director, Sales and Client Experience, UMB Healthcare Services
HSAs and HDHPs: Here to Stay?
June 27, 2018
Hosted by AHIP
A recent AHIP report reveals a upward trajectory in HDHP/HSA enrollment. Between 2016 and 2017, HSA/HDHP enrollment increased a staggering 9.2%! But other reports indicate that enrollment has stalled. Our health plan experts discussed the keys to the phenomenal growth of these plans and tips to keep the enrollment momentum going.
Access the webinar to learn:
- Is the rapid increase in HDHP/HSA growth stalling?
- Key insights into who’s enrolling in HSA-compatible plans, who’s saving their HSA dollars, who’s spending, and why
- Tactics to increase HDHP/HSA enrollment and retention
Speakers
Holly Doering-Powell, Vice National Sales Director
UMB Healthcare Services
Paul Fronstin, Ph.D., Director Health Research & Education Program
Employee Benefit Research Institute
View Webinar Recording and/or download Presentation.
Tailoring Financial Wellness Strategies by Age, Stage, and Gender
Hosted by NAPA
Making the right financial decisions at the right time is important. The challenges and opportunities for different ages, stages, and gender vary. View this complimentary webcast to find out how to:
- Help clients with financial success at every age and stage
- Differentiate the unique financial challenges for men and women
- Target and engage audiences based on their individual needs
Panelists
- Cindy Hounsell, President, Women's Institute for a Secure Retirement (WISER)
- Ben Morris, President, UMB Healthcare Services
- Kevin Murphy, Senior Vice President & National Retirement Plan Strategist, Franklin Templeton
- Steve Wendell, Head of Behavioral Science, Morningstar
- Megan Yost, Engagement Strategist, Benz Communication
View Webinar and/or download Presentation.
The Truth About HSAs and Retirement
September 20, 2017
Hosted by BenefitsPRO
When is a medical plan also a savings plan? When it's a high deductible plan paired with a health savings account (HSA).
The continued adoption of high deductible plans has created a steady increase in HSA ownership over the past decade. And while many HSA accountholders are enjoying the advantages of a tax-free way to pay for today's health care expenses, only a small minority are benefitting from the real power of HSAs-funding future health care needs in retirement.
Hear why more and more financial advisors are calling HSAs "the new 401(k) or IRA." And how HSAs are creating fresh opportunities for brokers and financial advisors to help their clients' employees take control of health care spending and retirement planning.
This lively webinar will explore the key role HSAs play in creating financial security, specifically:
- How HSAs are shrinking the widening retirement income gap.
- Avoid taxes like a millionaire-on any salary.
- Investing for growth.
- Engaging employees in saving for the future.
Speakers
- Matt Richardson, Vice President, UMB Healthcare Services
- Matt Clarkin, President, Access Point HSA
Repeal and replace didn’t happen. Now what?
Despite what may happen in the future with the ACA repeal/replacement, businesses of all sizes have real problems to solve today. The cost of delivering health care keeps climbing, and not enough employees are engaged with your programs to reverse this trend. Industry experts shared insider tips for solving today’s critical health care issues. They weighed in with opinion and insight on:
- Learning to (succeed in) limbo
- Pulling all the benefit levers to reduce cost trends and improve outcomes
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What’s next with the DOL fiduciary rule?
Breathing New Life into Financial Wellness
With over three quarters of workers living paycheck-to-paycheck, the struggle for financial wellness is real. And, it’s not just lower-paid staff feeling the pressure. Fortunately, employers are in a great position to help alleviate employees’ financial pressures because they can provide access to solutions in an efficient, affordable way. Help your employer groups tackle this challenging topic with fresh ideas and perspective. During this one-hour webinar, you’ll hear from a panel of experts about:- Why financial wellness matters.
- A prescription for getting employees on track.
- Health savings accounts: the unsung hero of financial wellness.
Real world insight and techniques to boost your health savings account enrollment and engagement
The average couple is going to need an estimated $300,000 in retirement just for medical expenses. While many employers are adding an assortment of financial wellness resources to help employees meet their future financial needs, one of the most powerful tools—health savings accounts (HSAs)—is already available to many employees. But before employees can cash in on the benefits of HSAs, they have to enroll in a high deductible medical plan and use it effectively. Hear how technology leader, Garmin, is helping its employees meet their current needs and power their future finances with their HSA. This brisk and dynamic one-hour webinar will unlock the secrets to employee HSA engagement, specifically:- The role and power of HSAs in building long-term wealth
- The techniques employed by Garmin to engage their employees, and the results they achieved
- Tools to help you take your HSA engagement to the next level. View Webinar Recording and/or download Presentation.
UMB HSA Saver
UMB HSA Saver is a unique investment platform designed with ease in mind. Account holders can easily research, buy and sell funds with a couple clicks.
How to Use ReceiptVault
You’ll hear from HSA experts who will cover key topics that your clients and other HSA account holders probably don’t understand and discuss several lesser-known strategies to help them take their HSA game to the next level.‡
