10/25/21- SHRM- TLB

CDH Account Trends: Tax-Advantaged Account Usage, Outlook and Perceptions

Free content from ConnectYourCare

In 2018, employees are more concerned than ever about health care expenses in retirement. Does your benefits plan meet employee expectations? Download the ConnectYourCare 2018 CDH Trends Report for these and more valuable insights into the spending patterns and demographic trends of tax-preferred account holders. Did you know 44.9% of HSA account holders chose future health care expenses as the top reason they enrolled in an HSA, up nearly 5% from the same time last year? Additionally, 62.9% of HSA account holders who leverage mutual fund investment options do so for shorter term goals, intending to withdraw investments for health care needs prior to retirement. And for 45.7% of FSA respondents, the number one change they would like to make to their account would be to decrease the need to submit documentation for eligible expenses. Request your copy of the 2018 Consumer-Driven Health Care (CDH) Trends Report today to learn more.

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