HSA Pro Tips: Turn a Misunderstood Benefit Into an Employee Financial Wellness Tool

Presenters: Jean Chatzky, HerMoneyMedia; and Sherry Olson, WEX Health  

Original program date: October 1, 2020 (available for on-demand viewing through January 2021)

Program length: 60 minutes

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The award for the most misunderstood and underutilized health care benefit goes to the health savings account (HSA). In this program, WEX Health's vice president of HR, Sherry Olson, will speak with financial expert and CEO of HerMoneyMedia, Jean Chatzky, about the importance of employers doing the work to dispel employees’ misconceptions about HSAs. In this time of increased financial hardship brought about by COVID-19, it’s more important than ever for HR leaders to help workers understand how an HSA can help them prepare for unexpected medical bills and save for future health care expenses. 

During the session, Olson and Chatzky will lay out the reasons HSAs often get overlooked at open enrollment time and how those misconceptions can be remedied. They’ll share highlights of recent research WEX Health conducted to better understand workers’ attitudes toward HSAs, along with solutions to clearing hurdles that both employers and employees have faced in the past around HSAs. The research, conducted during the initial COVID-19 outbreak in the U.S. revealed that 41 percent of respondents appreciate their benefits more so now than they did before the pandemic. Likewise, roughly a quarter of respondents are now contributing more to their HSAs as a way to be better prepared for unplanned medical expenses. 

The content of this webcast will help clear up confusion about HSAs and help more workers get back on the road to financial recovery and wellness using the many benefits that HSAs provide.

Learn about our speaker About the Presenters: Jean Chatzky is the CEO of HerMoney.com and host of the podcast HerMoney with Jean Chatzky. Having served as financial editor of NBC Today for 25 years, as well as AARP's Financial Ambassador, she appears frequently on CNN and MSNBC. Chatzky has also appeared as a recurring guest on The Oprah Winfrey Show. She is a New York Times and Wall Street Journal best-selling author. Her latest book is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve. An in-demand motivational speaker and fierce advocate for financial literacy, in 2015, she partnered with the PwC Charitable Foundation and Time for Kids to launch Your $, an in-school magazine that reaches 2 million school children each month.

Sherry Olson specializes in implementation for human resources policies and practices, benefits, rewards, performance management and HR efficiencies. During her 20-plus years in the corporate world, Olson has served in HR positions in healthcare, high-technology software development and banking. She holds designations as a SHRM Senior Certified Professional (S-CP), a Global Professional in Human Resources (GPHR), Senior Professional in Human Resources (SPHR), a certified Discovery Insights Practitioner and career advisor, member and past board president for the Agassiz Valley Human Resources Association (AVHRA) organization.

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SHRM CertificationRecertification Credit

SHRM Certification has approved this webcast for 1 PDC toward SHRM-CP and SHRM-SCP recertification. A program code will be provided at the end of the webcast. The program also meets recertification credit standards set by the HR Certification Institute and other HR certifying bodies, but candidates must manually enter their activity into their records.

Webcast Sponsor

This webcast is sponsored by WEX Health

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