Fargo, ND (PRWEB) October 30, 2015
A webcast to highlight the benefits of adding Health Savings Accounts (HSAs) to your retirement plan along with a panelist of experts sharing industry trends and success stories has been announced by the Healthcare Trends Institute. In this age of consumer-driven health care (CDH) and defined contribution, HSA Contributions for building retirement savings is expanding.
The webcast is scheduled for Thursday, November 12, 2015, at 1 pm CT, and is free for both Institute members and non-members. Healthcare Trends Institute Executive Director, Tiffany Wirth will moderate the panel discussion that includes HSA Consulting Services Consultant, Todd Berkley, and Nyhart Actuary & Employee Benefits Consultant, Eric Roberts. The panelists will provide insights into trends that impact the rapidly changing healthcare benefits industry, along with a Q&A to follow the discussion.
“As individuals assume more responsibility for managing their health-care benefits, alternative opportunities for financial independence are gaining traction,” said Tiffany Wirth, Executive Director, Healthcare Trends Institute. “This webcast will identify the key trends to watch, as well as, highlight proven success stories.”
Learn more and register for the free HealthChange™ Web Series: Healthy Wealth: Everything from HSAs to 401ks here.
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About the Healthcare Trends Institute
The Healthcare Trends Institute is an educational platform to help employers, third-party administrators, health plans, brokers, banks, payroll providers, consumers, and other stakeholders keep up with the rapidly changing healthcare benefits industry. It covers a range of topics related to the administration and management of healthcare benefits, including defined contribution, health exchanges, insurance, legislation, and more.
Healthcare Trends Institute programs include an educational web series, an annual awards program, newsletters, training programs, a resource library, a real-time health exchange infographic, and more. To ensure all content and programs achieve the highest level of quality and relevancy, the Institute is guided by an Editorial Advisory Board comprising of subject-matter experts that represent diverse aspects and perspectives within the healthcare benefits industry. The Institute is sponsored by Evolution1-a WEX Company, the nation’s largest electronic payment, on-premise, and cloud computing consumer-driven healthcare solution. More information is available at http://www.HealthcareTrendsInstitute.org.
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About Todd Berkley
Building on 20 successful years in consumer branch banking and deposit and investment product management, in 2005, Todd Berkley helped turn around OptumHealth’s then-floundering HSA offering, and orchestrated the turnaround and engineered rapid growth of their business. In 2012, it had best-in-class capabilities, an industry-leading $1.7B in balances, and 850,000 HSA account holders in more than 15,000 employers nationwide. By translating consumer needs into profitable product solutions, they continued to grow revenue at 25% or more. Now, he helps people make the most of the Health Savings Account experience and advocates for HSA growth. Todd has participated in the ABA HSA Council and AHIP HSA Leadership group to advocate on behalf of the HSA industry with members of Congress and Administration officials.
About Eric Roberts
Eric D. Roberts graduated from Indiana State University with a Bachelor of Science degree in Finance and Business Administration. He also earned a Master’s degree in Business Administration from Butler University. Mr. Roberts is an Accredited Investment Fiduciary, a designation certifying that he has specialized knowledge of fiduciary standards of care and their application to the investment management process. He holds Series 63 and 65 professional designations. In addition to providing investment and retirement plan consulting directly to Plan Sponsors, he develops and delivers Employee Education services. Mr. Roberts is also charged with overseeing all Nyhart Consulting, LLC, a Nyhart subsidiary, activities. Prior to joining Nyhart Consulting, LLC, Mr. Roberts spent six years as a financial advisor with two leading Wall Street Brokerage Firms and two years as a Partner of a small broker-dealer and registered investment advisory firm headquartered in Indianapolis. He has specialized in investment and retirement plan consulting since 1995. He is also actively involved in his community and is a founding member of a not-for-profit dedicated to helping challenged children.