About the Author
William G. (Bill) Stuart has worked with Health Savings Accounts (HSAs) since their inception in 2004. He worked nearly two decades in a variety of roles at Harvard Pilgrim Health Care, a regional health services company named America’s Best Health Plan every year between 2004 and 2013 by the National Committee for Quality Assurance (NCQA). During his last dozen years at Harvard Pilgrim, Bill managed the company’s reimbursement program, including Health Flexible Spending Arrangements (FSAs), Health Reimbursement Arrangements (HRAs), and HSAs.
In 2016, Bill assumed the position of director of strategy and compliance at Benefit Strategies, LLC, a large, independent third-party administrator based in New Hampshire that serves clients throughout the country. Benefit Strategies manages Health FSAs, HRAs, and HSAs and offers commuter reimbursement programs, COBRA administration, direct billing solutions, and tuition and wellness reimbursement programs.
He is also the founder of HSAunited, an educational coalition of benefits advisors, financial professionals, and HSA owners. You can learn more at www.HSAunited.com.
Bill has worked closely with benefits advisors and delivered classroom training to more than 800 benefits advisors. He continued the education process through his highly acclaimed CDH Guru blog at Harvard Pilgrim and more recently with his Health Savings Account GPS blog (www.benstrat.com/blog). He speaks frequently at regional and national conferences on topics ranging from HSA rules and strategies to private marketplaces, medical insurance reform, and becoming and projecting as an expert in a field.
As a member of the American Bankers Association HSA Council, he is active in efforts to enhance HSAs and extend the concept as an option to Medicare—and Medicaid-eligible individuals. This approach offers the potential to increase consumer choice, reduce claims costs, and limit taxpayers’ financial responsibility.
Bill is active in the Employers Council on Flexible Compensation (ECFC). He is a licensed medical insurance broker, is active in the National Association of Health Underwriters (NAHU), and serves on the board of the Massachusetts chapter of NAHU. He meets with members of Congress, congressional staff members, and administration officials to provide information on reimbursement accounts and other issues affecting health-care consumers.
Bill’s first book, Health Savings Accounts: A Practical Guide for Accountholders, published in 2012, is a reference book used by many benefits advisors, employers, and compliance professionals. An updated version is scheduled for publication in summer 2019 under the tentative title Health Savings Account Guide for Account Owners and Employers.
A graduate of Bowdoin College with an MBA from Duke University’s Fuqua School of Business, Bill also studied at Ripon College and the University of Texas at Austin. He lives on the South Shore of Massachusetts with his wife and children. He is an Eagle Scout and serves as a Boy Scout leader.