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Willis Towers Watson suggests portals integrated with financial planning tools can help employees make strategic decisions about where to best save their money based on their unique financial situation.
Speaking at PLANSPONSOR's 2018 HSA Conference, Shad Fagerland, of counsel at Ivins, Phillips & Barker, discussed two bills, passed by the House, that would expand the use and benefits of health savings accounts (HSAs).
In addition to self-dealing allegations, the complaint calls out Fidelity for not negotiating revenue sharing refunds for its 401(k) plan participants and not considering stable value options for its plan investment lineup, among other things.
They are also not interested in robo advisers, preferring to work with financial professionals in person.