Help employees plan for their health while building wealth for retirement.

Every employee should understand the amount they may need to save to be on track for their retirement, including healthcare expenses — especially because healthcare can be the single biggest retirement expense.

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Employee

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Employer experience

Get started by navigating to the Manage Participant page.

 

This modal will pop up the first time the page is visited.

 

 

If closed without a response, the 'Identify your provider' button under Who is your HSA provider will allow them to respond later. (Once the question is answered, the pop-up and marketing box will go away.)

For illustrative purposes only.

Employer experience

When HSA Integration launches with an employer’s provider, they will automatically receive a task to authorize the integration.

 

Appears on the "To Do List" on the plan sponsor website.

 

 

If the Employer reviews and approves the task, the HSA integration service will be activated shortly.

For illustrative purposes only.
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EXPLORE EMPLOYEE EXPERIENCE

Employee experience

Retirement Wellness Planner banner promotes HSA integration to participants.

 

Ability to quickly link account(s).

 

Banner automatically appears once HSA integration is authorized by the employer. Content is variable based on provider(s) authorized. Accounts can also be linked from the External Accounts page.

For illustrative purposes only.

Employee experience

individual account authorization

Individual account authorization.

 

Terms of Use must be accepted before any data is shared or retrieved.

 

 

 

For illustrative purposes only.

Employee experience

Health Savings Account balances automatically populate (and update) on the External Accounts page.

 

Direct link to their HSA at the providers website.

 

HSA investment balances default to be included in the Retirement Wellness Planner and Retirement Wellness Score calculations. Individuals can choose to link/unlink cash and investment balances.

For illustrative purposes only.

External account page
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