Download Updates to the HealthEquity investment lineup

Message delivered to members December 2016
Updates to the HealthEquity investment lineup
HealthEquity strives to provide leading HSA investment options to help maximize your
savings. In an effort to increase fee transparency and reduce investment costs, we are
improving our mutual fund lineup by eliminating certain offerings and adding others.
These changes also address new regulations from the U.S. Department of Labor.
If you currently invest your HSA, there are a few things to consider:
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Beginning April 1, 2017, you will not be able to add new investments to certain
mutual funds. You can still keep any current investments you have in these
funds, but HealthEquity will no longer monitor their performance.
Investment fees in the new lineup are typically lower than before. However, in
some cases the newer funds may cost more and provide additional revenue to
HealthEquity.
For members using Auto-pilot to invest, money invested in unsupported funds will
be automatically divested on or around April 1, 2017, unless you take action.
For more information about the above topics, fees and next steps for your investments,
click ‘Go’ below:
Go button URL: www.HealthEquity.com/InvestmentChanges