Getting the Most Out of Retirement Plan Solutions

Matt Clarkin

President

Access Point HSA

Matt Richardson

Senior Vice President & Sales Manager

UMB Healthcare Services

John Keefe

Contributing Editor

PLANSPONSOR / PLANADVISER

In the universe of retirement options, there are a lot of bright stars—401(k)s, IRAs, Roth 401(k)s, and more. And while each of these plans offers its own distinct advantages, shining among them in the retirement stratosphere is the often-overlooked HSA (health savings account). HSAs have gained tremendous popularity thanks to their ability to create peace of mind today, while generating income for the future.

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:

What’s fueling the rising tide of HSA adoption.
How HSAs stack up against other retirement savings options.
The role and opportunity for both financial advisors and plan sponsors to implement HSAs as part of a well-rounded offering.

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