The Benefits Blog

1 min read

Integration of HSA with 401(k) Educators

Jul 23, 2020 1:43:14 PM

With Pre-renewal and planning meetings upon us, we have been fielding many questions on how to integrate an HSA with the company 401k.

 

Why should your employer HSA and 401(k) be integrated?

In the latest installment of Axial Benefits Group's interview series, Mick Rodgers, Managing Partner of Axial Benefits Group interviews Jeff Sutton and Rich Sotell of the Kraematon group. Jeff and Rich are experts in the 401(k) field and discuss with Mick why employer HSA's and 401(k)'s should be integrated.

If you would like to watch a specific question instead of the full video you can click on the below:

What is an HSA, and what is the mystery or confusion about them?

From the Employee and Employer Standpoint: What kind of government incentives does the employee get?

Should employees just put the deductible amount into this account and should they consider other options?

Why aren't these plans more widely utilized by plan participants?

If you have questions on HSA and 401(k) integration please reach out to Mick Rodgers at mrodgers@axialbg.com or Jeff Sutton at jsutton@kraematon.com.

 
Mick Rodgers
Written by Mick Rodgers

Mick Rodgers is the Managing Partner of Axial Benefits Group (ABG) and Founder of the Alliance Healthcare Coalition (AHC), a nationwide healthcare purchasing coalition. Mick has been called a pioneer and a disrupter, but has always had a focus on disintermediation. He received the prestigious “Adviser of the Year” award from Employee Benefits Adviser Magazine in 2017, as well as the 2018 "Leadership Award" from the Association for Insurance Leadership.

Featured

Axial Benefits Group (ABG) is a privately-held benefits consulting firm specializing in group purchasing coalitions, corporate health insurance, corporate 401(k) plans, executive benefits and executive wealth management.

Contact Us

 1-781-273-1425


help@axialbenefits.com

1 Van de Graaff Drive
Suite 501
Burlington, MA 01803

8:30-5:00 Mon. - Thur.
8:30-4:00 Fri.

Sign up for updates

©2024 Axial Benefits Group, LLC | All rights reserved.

    The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

    Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Health care services, fixed insurance, retirement plan administration, and executive benefit plan services offered by Axial Benefits Group are separate and unrelated to Commonwealth. 

    Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. 

    Form CRS.

    Untitled (7)