Interested Employers

Healthcare is one of the largest expenses retirees may face as they get older, and it can have a significant impact on their savings.

An average couple, age 65, currently needs more than $250,000 to cover healthcare expenses in retirement.*

TRIPLE TAX FREE SOLUTIONS
Income Security + Healthcare Security = Retirement Readiness

Retiree Health Framework

  • Triple tax free retirement healthcare account
  • Open architecture investment menu construction
  • Reimbursement claim adjudication
  • Optional pre-65 & post-65 retiree health insurance
  • End-to-end administration of benefit
  • Compliance & regulatory support
  • National Service Center with benefits experts
  • Ongoing participant education

*EBRI Notes, October 2015. National average.