Log in to my Workplace Retirement Plan
Your employer retirement plans including 401(k) and 403(b) plans.
Log in to my:
Your individual retirement and investment accounts.
Log in for:
Your advice and professional services hub.
Your personal financial dashboard.
Your employer retirement plans including 401(k) and 403(b) plans.
Open your individual retirement and investment accounts.
Select which type of account you would like to sign up or register for.
Create your personal financial dashboard.
View your employer retirement plans including 401(k) and 403(b) plans.
Open your individual retirement and investment accounts.
A focus on financial wellness
Financial health is a cornerstone of the services we offer.
Personal Asset HSA
Personal Asset has partnered with Optum®, the largest health savings account (HSA) services provider and wellness leader, to provide an industry-leading, retirement-oriented HSA. Saving for healthcare costs in retirement has never been easier.
Provides deep integration with the Personal Asset participant experience
The first-time integration of future income projections with retirement plan balances and projections is coupled with the ability for plan participants to change HSA contribution amounts.
Supports current healthcare needs
Personal Asset HSA supports medical claims
integration, facilitates direct payments to
providers, issues debit cards and offers
many other services associated with an
HSA.
Personal Asset Student Debt Solution1
The Personal Asset Student Debt Solution powered by Candidly is designed to help your employees pay off their student debt. While the program offers lending products and guidance tools that can help employees save on their student loan payments, you can also help them pay down their student debt. Or you can choose to contribute to their retirement plan accounts based on their student loan payments.
That’s why we’ve teamed up with Candidly, a market-leading student debt management platform, to help guide your employees through the education finance journey. Candidly is a savings optimization platform that addresses the full lifecycle of education expenses and Personal Asset s people to make simultaneous progress on paying down student debt and building wealth.
Help your employees reduce the financial stress associated with paying down their student debt.
Evaluation tools
Tools and resources are provided to employees so they can explore options for paying down their student debt.
Contributions
Employers can make contributions to help employees pay back loans more quickly — or stay on track toward retirement.
Educational, communication and operational services regarding an Personal Asset Health Savings Account (Personal Asset HSA) may be provided by registered representatives of EFSI. By electing Personal Asset HSA, plan participants are contracting directly with Optum and its affiliates for this service. EFSI, or its affiliates, is not affiliated with Optum and is not responsible for their services.
Health savings accounts (HSAs) are individual accounts offered or administered by Optum Bank®, Member FDIC, a subsidiary of Optum Financial, Inc. Optum Financial, Inc. is not a bank or an FDIC insured institution. HSAs are subject to eligibility requirements and restrictions on deposits and withdrawals to avoid IRS penalties. State taxes may apply. Fees may reduce earnings on account. This communication is not intended as legal or tax advice. Please contact a competent legal or tax professional for personal advice on eligibility, tax treatment and restrictions. Federal and state laws and regulations are subject to change.
All Optum trademarks and logos are owned by Optum®. All other brand or product names are trademarks or registered marks of their respective owners. Because we are continually improving our products and services, Optum reserves the right to change specifications without prior notice. Optum is an equal opportunity employer.
The Personal Asset Student Debt Solution is provided by Candidly, which is not affiliated with Personal Asset Retirement, LLC or its affiliates.
1 Assessing the Top HSA Providers for Spending and Investing, napa-net.org, October 19, 2020.
Some features may not be available and are subject to change without notice.
FOR FINANCIAL PROFESSIONAL USE ONLY.
RO2464494-1022
