Health Savings Account (HSA)

Firms that partner with BAM Retirement Solutions strive to help retirement plan sponsors provide distinct financial solutions to their employees, including health savings accounts (HSAs). We partner with HealthSavings Administrators to offer HSAs that use the same investments we recommend as part of retirement plans. Not only will these HSAs serve as a savings vehicle for medical-related expenses, but they’re also sound investments that follow an evidence-based philosophy.

Other benefits of these HSAs include:

Interest-bearing cash account and optional debit card

Investment account with FIRST DOLLAR INVESTING and no minimum balance required

You can invest in as many funds as you would like

No investment transaction fees

While invested, your money remains available for your use, or it can grow tax-deferred for future use

We believe that by putting our clients’ interests first, we achieve more together