HSAAdvisor friendly health savings account solutions made simple.
The premier HSA.
WealthPlus seamlessly connects health and wealth with an advisor-friendly HSA that integrates with retirement benefits for a smarter, more efficient experience.
An HSA is a tax-advantaged account for individuals with high-deductible health plans (HDHPs) to save for qualified medical expenses. Employees and employers can contribute up to an annual limit, with funds growing tax-free and rolling over year after year. This makes it a powerful tool for both immediate healthcare costs and long-term savings for medical expenses in retirement.
Employers and employees benefit from triple tax advantages, flexible spending and investing, seamless integration with retirement plans, and a personalized financial education platform. One provider, one platform, and many improvements.
- For employers:Simplify plan management
- WealthPlus helps employers control costs by pairing HSAs with HSA-eligible health plans, easing annual premium increases. Our platform simplifies administration, allowing you to manage everything in one place with robust reporting and insights. Personalized education and communication equip employees with targeted resources based on research and data from millions of account holders. When paired with other plans on our unified platform, you streamline benefits management while delivering a seamless experience for your employees. Save for medical expenses now while preparing for future healthcare costs in retirement.
- For Financial Advisors:Elevate client strategies
- Unlike traditional providers, we empower advisors with seamless management, robust reporting, and personalized education, making it easy to oversee both HSAs and retirement plans. With triple tax advantages, rollover funds, and investment options, HSAs are a key tool for both short-term expenses and long-term savings. Partner with WealthPlus to expand your offerings, strengthen client relationships, and deliver a fully integrated health and wealth solution.
- For employees:Build a stronger future
- Employees gain triple tax advantages, allowing for pretax contributions, tax-free growth, and non-taxable withdrawals for qualified medical expenses. The platform offers a seamless user experience, enabling them to manage their accounts, track claims, and access support in one place. Additionally, unused HSA funds roll over annually, ensuring long-term savings that remain with them, even through job transitions.
Why the WealthPlus HSA works for you.
WealthPlus delivers a consistent experience across all plans and accounts, with a dedicated client service team and a unified employer and employee platform Advisors remain fully integrated into the process, ensuring employees have the tools, resources, and guidance they need to maximize their savings and financial well-being.
The WealthPlus HSA offers open architecture investing, providing a broad range of options with no proprietary restrictions or minimums—allowing employees and advisors to make informed decisions without compromise.
Our automated administration and data sharing prevent mistakes, save time, and enhance efficiency across multiple benefit solutions.
Employer matching
Employer HSA contributions help employees save faster while reducing payroll taxes. Matching boosts participation, enhances benefits, and supports long-term financial security.
Tax advantages
HSAs help employers save on payroll taxes. You don't pay FICA taxes (7.65%) on employees' pre-tax HSA contributions, and employer contributions are tax-deductible as a business expense. The more employees contribute, the more you save.
Automated savings
Automated HSA contributions help employees save effortlessly while reducing employer payroll taxes. Pre-tax deductions streamline the process, maximizing savings for everyone.
Investment options
Offers a variety of investment options with no proprietary restrictions or minimums. Employees can grow their savings tax-free, building wealth to support their future healthcare needs and retirement.
Long-term growth
HSAs offer tax-free savings that grow over time. With rollover balances and investment options, employees can build a strong financial resource for future healthcare costs and retirement.
Financial security
Provides a safety net for both expected and unexpected medical expenses. With tax-free savings, rollover balances, and investment growth, employees gain long-term financial security.
