This report shares great insight from Harland Clarke’s HSA Industry Trends Survey sent to our 5,500+ financial clients. The survey was conducted to provide an understanding of the impact of Health Savings Accounts as a growing source for low-cost deposits and an important strategy in retirement planning.

Here’s a preview of what we’ve learned about respondents:

• 91 percent have no engagement or activation strategy for non-funders
• Just 32 percent feel their customer service reps were adequately trained
• 50 percent feel HSAs were a “viable” source of low-cost deposits