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2025 employee benefits trends: What employers need to know

WEX Inc.

Beyond the traditional 401(k) match , some employers are introducing student loan repayment matching , helping employees reduce debt while saving for retirement. Employers should prepare for potential changes in healthcare policy, retirement plans, and wage laws. It is not legal, tax or investment advice.

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4 considerations when choosing employee benefits for the first time

WEX Inc.

Understanding HSAs The number of health savings accounts (HSAs) has doubled nationwide in the last seven years , as more Americans turn to these accounts as a way to save on healthcare costs and prepare for retirement. Assess your ability to cover the deductible before choosing this plan.

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It’s July. Have you performed an HSA midyear check-in?

WEX Inc.

Does your health savings account (HSA) have enough funds to carry you through the second half of the year? By entering basic information, the My HSA Planner provides personalized contribution suggestions and projects your potential retirement balance. Perform your HSA midyear check! It is not legal or tax advice.

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How HSAs can transform retirement planning and your common questions

WEX Inc.

Fortunately, there’s an often overlooked way to help employees build wealth and prepare for retirement. And it’s a solution you might already be offering: the health savings account. Why HSAs for retirement planning? Click below to get your free HSA retirement white paper.

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Miscellaneous Nuggets From Conferences Past

Money Talk

Studies have found that, when people identify with their future selves , they save more money for retirement. A psychological connectedness to future selves informs present behavior. A key take-away, especially for healthy individuals and their families, is that HSAs can be used as a quasi-retirement plan.

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Streamlining HR processes with AI

WEX Inc.

Targeted recommendations: By analyzing factors such as age, role, family status, and location, AI can suggest benefits options like health savings accounts (HSAs) , retirement plans, or wellness programs that are most relevant to each employee. The information in this blog post is for educational purposes only.

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Looking Ahead to Your 2024 Tax Return

Money Talk

In a recent article for the Rutgers Cooperative Extension newsletter, VISIONS , I described key features of your tax return to review for future financial planning including income sources, tax write-offs, changes in tax filing status, tax rates and marginal tax brackets, tax withholding, retirement plan contributions, and capital gains and losses.

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