Connecting health and wealth for Financial Advisors

We are committed to promoting a holistic approach that helps families use health and retirement accounts together as part of an effective short and long-term savings strategy. HealthEquity now partners with financial advisors to help employees optimize every dollar saved for both tax savings and long-term growth in an HSA and a 401(k). Our low-cost, advisor-friendly 401(k) solution (offered through HealthEquity Retirement) significantly reduces the administrative work for advisors allowing them to scale their business.

Retirement Plans for Advisors HSAs for Advisors

Most of our retirement plans are sold by financial advisors because our unique conflict-free solution eliminates hours of unnecessary 401(k) administrative work that allows advisors to focus on providing financial advice and education.

Compensation without conflict
Advisors using our platform can maintain their current levels of compensation without conflicts of interest.

Distinguished offering
Our HSA-integrated approach allows you to differentiate how you can help your clients better prepare for retirement.

Scale your business
Our fiduciary team handles employer questions, freeing you up to grow your 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 even 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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