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About the PFPC Health Savings Account

PFPC, a member of The PNC Financial Services Group, ranks among the nation's top transfer agent service providers to the mutual fund industry. We offer a comprehensive array of shareholder recordkeeping and servicing capabilities, including solutions for automated administration of health savings accounts. PFPC was an early entrant in the growing HSA market and one of the first service providers to offer multi-manager investment options to HSA account owners. Our innovative solution enables employers to offer their employees a unified HSA, one that combines an FDIC-insured, interest-bearing account with a menu of mutual fund options. This unified platform makes it much easier for employees to access and manage their individual accounts on a daily basis - whether they opt for self-service through our user-friendly Web site model or seek assistance from our experienced customer service staff.

PFPC's HSA is convenient and easy to use

  • All on-line account application and setup process
  • Pay at the point of sale using a debit card, electronic withdrawal, online or phone transfer request
  • PFPC account management website blends combines an FDIC-insured, interest-bearing account and 401(k) like investment capability making it easy to manage your health care spending and savings
  • Management of account and investments by internet or by contacting a live customer service representative

PFPC's HSA offers broad choice and earnings potential

  • Powerful tools for the spender and the saver
    • High yield FDIC insured position to use for spending and savings
    • Low investment threshold of $1,000 allows you to quickly invest your health savings account dollars for the future
  • Array of mutual fund investment options to use for savings
    • 5 current fund options with more being added in 2008
    • No minimums or transaction fees for trading mutual funds

PFPC's HSA offers broad mutual fund investments to support
unique investment styles based on risk tolerance of account owners

  • Large Cap = Victory Diversified Stk A (SRVEX)
  • Small/Mid Cap = Artisan Small Cap (ARTSX)
  • International = Dodge & Cox International Stock (DODFX)
  • Short term taxable = Vanguard Sht-Tm (VFSTX)
  • Intermediate term taxable = Harbor Bond Fund (HABDX)