Consultants

Broad suite of health accounts

Designed with your needs in mind, our health account solutions can help you achieve a competitive benefits plan for your clients. They can lean on our experience to help educate and equip employees, whether they’re new to health benefits or more advanced and want to learn how to leverage their growth opportunities. Plus, our tools and resources make program administration as simple and seamless as possible for them, from industry-leading data security, to employee engagement and ongoing education.

How we work with you

We will act as your single point of contact to help as you develop the RFP process and answer questions on the opportunity.

For over 10 years, we have delivered a health benefits offering that helps clients and their employees better manage their health care costs. As part of our continued strategy, we are committed to providing new and innovative technology so you can deliver the best to your clients. This includes our upgraded platform, industry-leading chip card technology, employee education and much more. By taking advantage of our integrated solutions of both retirement plans and health accounts, more than 45 clients and their employees are already enjoying the ease of a “one-stop” provider who shows them a complete view of their financial lives on a single platform.

Companies with less than 3,500 employees

Provide Health Savings Accounts to employees for tax free benefits on contributions, earnings, and withdrawals.

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Companies with more than 3,500 employees

Offer an HSA only or any combination of health accounts, depending on what works best for your client's business needs. Build a robust health portfolio on a single platform.

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Integrated solutions

Pair any combination of health accounts with our integrated retirement portfolio to ensure that your client's benefit plan is competitive.

To learn more about our integrated solutions, please give us a call.