Fi360 Fiduciary Talk 48: Health Savings Accounts in the Fiduciary Process
Posted by Fi360 on May 15, 2017
Presenters:
Blaine Aikin, AIFA®, CFA, CFP®, Executive Chairman of Fi360
Duane Thompson, AIFA®, Senior Policy Analyst at Fi360
While the direction of health care is nearly impossible to predict, the rise in health savings accounts appears to be inevitable. And under the DOL fiduciary rule, advice on these accounts will be considered a fiduciary act. In this episode, Blaine and Duane discuss HSAs and what advisors need to know when considering these accounts for their clients.
