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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Devenir

In network coverage since August 31, 2026 · 7 stories
Network coverage
The Wrap

Capital Group adds retirement income to target-date funds; HSA invested balances top $100 billion

Capital Group's framework models fixed 4% to 4.5% and variable 5% to 5.5% withdrawal ranges, and a Morgan Stanley poll finds 45% of sponsors rank 401(k) education among top three concerns.
Investments · Oct 21Devenir: invested HSA balances top $100 billion, 52% of assets
Tax & estate planning · Oct 21HSA invested balances reach $100 billion, 52% of assets, Devenir says
The Wrap · Oct 21Investment-holding HSA accounts hold 59% of assets, Devenir finds
Plans & Sponsors · Oct 20Invested assets top half of HSA market for first time, Devenir finds
Tax & estate planning · Oct 20Devenir: 52% of HSA assets were invested by June 30
Plans & Sponsors · Aug 31HSAs are taking in record cash—and keeping it there
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