Retirement Central®

Give consumers more information about using HSAs for medical expenses during retirement with Retirement Central®. This web-based platform is designed to make retirement planning more convenient and efficient by providing consumer education, planning tools, online account management, and news articles all in one place.

Working with your website, Retirement Central is supported and maintained by us, but managed and controlled by you. You manage the content and links, and we’ll take care of web hosting and technical support.

Features

  • Customization to your organization’s brand and content
  • FAQs
  • 11 life stage tutorials (planning organized by life events)
  • 21 investment tutorials
  • Comprehensive planning tools
  • Online account opening and management solution—HSA Service Center

Benefits

  • Seamless integration into existing websites
  • Provides consumer-friendly information and planning tools
  • Makes establishing and maintaining HSAs easy
  • Increases asset acquisition and retention rates
  • Maximizes ROI on technology investment

Retirement Central for our Fully- and Self-Administered Program clients also includes the Take Action Forms Center:

  • Take Action Forms Center – Consumers can complete and print signature-ready forms
  • Take Action Forms With eSign – Consumers can complete and submit forms online

Call 800-346-3860, option 2, suboption 1, to learn more.