Retirement Planning Solutions
Retirement Planning Solutions
DataPath Solutions for Retirement and Wealth Management Firms
Today’s investors and retirees expect more than traditional financial planning. They demand holistic strategies that optimize tax-advantaged savings. HSAs are transforming retirement planning, offering unique benefits that complement 401(k)s and IRAs.
DataPath empowers retirement and wealth management firms to integrate HSAs into their service offerings, creating new revenue streams while enhancing client financial security. With our comprehensive HSA solution, you can deepen client relationships, attract new investors, maximize tax savings, ensure compliance, and position your firm as a leader in financial wellness.
What if you could drive growth and strengthen relationships with DataPath financial wellness solutions? Contact us today to learn how quickly you can implement a profitable HSA growth strategy with DataPath.
Rapidly Growing Market Opportunity
HSA Market Opportunity for Retirement and Wealth Management Firms
HSAs are among the fastest-growing financial products, with assets projected to reach $175 billion by 2026.
Compared to 401(k)s and IRAs, HSAs offer additional tax advantages due to their lifelong tax-free healthcare spending function, making them a powerful tool for retirement planning. Yet, many wealth management firms are missing this significant market opportunity.
Expanding Financial Wellness
Companies that offer 401(k) and similar retirement accounts have the potential to offer additional financial products, including emergency savings accounts (ESAs), lifestyle spending accounts (LSAs), and advisory services. These products enhance their value proposition for employers, employees, and retail consumers alike, providing comprehensive financial planning solutions.
The Time to Act is Now
74% of employees want financial guidance from their employers, creating opportunities for wealth advisors to step in
97% of employers feel responsible for their employees' financial well-being, increasing the need for HSA-based retirement strategies
91% of employers report improved employee satisfaction and retention when offering financial wellness benefits
60% of banking customers would be willing to move their business to a financial institution that provides better long-term financial wellness solutions
Expand Your Financial Wellness Offerings
Drive Revenue Growth with HSAs
With over two decades of HSA administration expertise and four decades of creating administrative and growth products for the employee benefits industry, DataPath’s turnkey solution empowers retirement and wealth management firms to incorporate HSAs and other benefit accounts into their services seamlessly.
Unlike other HSA solutions, DataPath integrates directly with your existing wealth management platforms, providing a full suite of tools designed to optimize HSA contributions, maximize investment opportunities, and align with long-term retirement strategies.
By implementing our comprehensive HSA growth strategy, your firm can:
Expand Your Financial Wellness Offerings
Beyond HSAs, your DataPath solution can include additional tax-advantaged and post-tax financial wellness products, including:
Emergency Savings Accounts (ESA)
Student Loan Reimbursement Assistance (SLRA) Accounts
Lifestyle Spending Accounts (LSAs)
Flexible Spending Accounts for Health and Dependent Care (FSAs, LPFSAs, DCFSAs)
Health Reimbursement Arrangements (HRAs, ICHRAs, QSEHRAs, EBHRAs)
COBRA Continuation Coverage Accounts
Why Partner with DataPath?
Start Growing with Us Today
DataPath is your all-in-one solution, providing expertise, training, technology, sales support, marketing materials, consumer health education, and benefits compliance. Partner with us today to drive growth and position your firm as a leader in financial wellness solutions.
Why Choose DataPath?
Key Benefits of Working with DataPath
Proven Expertise
Benefit from DataPath’s 20+ years of experience in HSA management, wealth planning, and financial compliance
Turnkey Growth Strategy
Launch a comprehensive HSA for retirement planning solution with minimal effort
Comprehensive Support
Access regulatory compliance guidance, marketing materials, and client education resources
Digital-First Services
Offer intuitive, automated solutions that align with modern retirement planning strategies
Stronger Customer Engagement
Deepen relationships with individual investors and business clients
