PLANSPONSOR Webinar: Getting the Most Out of Retirement Plan Solutions

I attended the PLANSPONSOR webinar, Getting the Most Out of Retirement Plan Solutions, held on Tuesday, June 18th 2019.

Getting the Most Out of Retirement Plan Solutions

June 18, 2019 02:00 PM EDT

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.
Matt Clarkin
Access Point HSA

Matt Clarkin is President of Access Point HSA, a Rhode Island-based consulting firm serving all stakeholders in the HDHP/HSA marketplace. Matt recently introduced a subscription-free HSA provider database, called HSA Vista, as well as the creation of a first-of-its kind, advisor-focused HSA designation program: Certified Health Savings Adviser. Matt holds a Bachelor of Science with honors from Bryant University and is Certified in Healthcare Consumerism.

Matt Richardson
Senior Vice President & Sales Manager
UMB Healthcare Services

Matt Richardson serves as senior vice president, sales manager for Healthcare Services. In this role, he leads the sales team in developing new partnerships with health plans, third party administrators and technology companies to provide time tested healthcare payment and custodial solutions.

Additionally, he is a well-known and widely respected industry expert, consistently advocating for the use and expansion of tax-advantaged benefit payment accounts for the healthcare industry. He currently serves on the membership committee for the Employers Council on Flexible Compensation (ECFC).

Prior to joining UMB, Matt was vice president of HSA sales and client experience at Fifth Third Bank for six years. He held other roles at Fifth Third Bank for an entire tenure of sixteen years.

John Keefe
Contributing Editor

John Keefe is a veteran writer on many financial topics – the US economy, financial markets, institutional investing, and the US retirement industry. He has written frequently for publications such as PLANSPONSOR and PLANADVISER, Financial Times, Institutional Investor, and CBS MoneyWatch. He also co-authored Winning at Active Management with investment management legend William Priest in 2015. John is based in New York.

Prior to his work in journalism he was an auditor at a large accounting firm, an equity analyst on the sell side of Wall Street, and worked in financial roles at several technology companies.

John graduated from Villanova University with a bachelor’s degree in accounting, and from the University of Pennsylvania with an MBA in finance.


Access the slides here.