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Integrating health and retirement planning


Health and retirement savings continues to be a growing focus for people due to the uncertainty of rising health care costs. To help plan for this, Principal® is collaborating with leading health savings account (HSA) providers. The first collaboration is with HSA provider HealthEquity.

Easy, holistic

Coming in the spring, employers who offer an HSA — through select industry-leading HSA providers we will be integrating with — can elect to offer their employees a holistic view of their retirement outlook. Then employees can choose to have this complete snapshot by linking their HSA balance with the retirement wellness planner — helping them better understand their total retirement savings picture. With the click of a button, employees can also have easy access to their HSA with HealthEquity through the integration.

Building stronger relationships

Use this enhancement to better support your clients and their employees. The complete view of employees’ financial wellness can help you deliver a more holistic outlook and strengthen your clients’ retirement plans through improved outcomes.

More information will be shared as we get closer to spring. Plus, we’ll continue to review working with additional leading HSA providers.

Principal does not make available products related to Health Savings Accounts.

Insurance products and plan administrative services provided through Principal Life Insurance Co. Securities offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker-dealers. Principal Life, and Principal Securities are members of the Principal Financial Group®, Des Moines, Iowa 50392.

© 2018 Principal Financial Services, Inc.


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