Connecting health and wealth for Financial Advisors

We are committed to promoting a holistic approach that enables families to use health and retirement accounts together as part of an effective short and long-term savings strategy. HealthEquity partners work with financial advisors to help employees optimize every dollar saved for both tax savings and growth in an HSA and a 401(k). We offer a number of integrated retirement plan solutions, through our trusted recordkeeping partners, that financial advisors can use alongside an HSA.

Retirement Plans for Advisors HSAs for Advisors

Most of our HSA-Integrated retirement plans are sold by financial advisors because we partner with a number of trusted recordkeeping partners they can use. This flexibility offers our advisor partners an array of options that can provide the following benefits:

Compensation without conflict
Our retirement solutions can allow advisors to maintain their current levels of compensation without conflicts of interest.

Differentiated Offering
Our HSA-integrated approach, and fiduciary service options, can help advisors differentiate how they help employers with their plans and how they help employees prepare for retirement.

Scale your business
Our fiduciary team handles plan issues and employer questions freeing advisors up to grow their business.

HSAs are often misunderstood and underutilized because employers and employees don’t understand the tax savings and investment opportunity they provide. Employers need advisors to help educate their workforce.

Education and investment management
Advisors can educate employees about the benefits of using an HSA and will soon be able to manage a joint investment lineup between the HSA and 401(k).

Win more plans
Advisors using a health and wealth defined contribution strategy can differentiate their offering and better help employees prepare for retirement.

Learn more about our 401(k) solution and submit a proposal request

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HealthEquity Retirement Services is a wholly-owned subsidiary of HealthEquity, Inc.

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