Lively Brings Personalized Investment Guidance to its HSA

Lively has added personalized investment guidance, powered by Devenir, which specializes in investment solutions for health-based accounts, to its health savings accounts (HSAs). Already, more than one-fifth of Lively’s HSA account holders invest their HSA funds, compared with the industry average of just 4%.

HSA Guided Portfolio will provide each HSA account holder a suggested portfolio mix based on their profile, risk preferences and time horizon. The account holder then allocates funds from a curated menu of low-cost funds across diverse asset classes. The portfolio is automatically rebalanced. Read More: PlanSponsor

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