Founder and CEO of Questis, Steve Wilbourne, gives insight into the industry of financial wellness…
Questis is excited to announce that HB Retirement (an affiliate of Henderson Brothers, Inc), a firm specializing in institutional retirement consulting and wealth management, has selected Questis to power its newest service offering: personalized financial wellness. HB Retirement is passionate about this new program and its modern, holistic approach to wellness in a high tech and high touch environment. Their goal is to help plan participants identify their biggest areas of financial stress and develop a personalized plan to work towards better financial health. HB Retirement considers Questis a key ingredient in their proactive plan to bring this vision to life.
“For a long time, when it comes to participant education, our industry has been singularly focused on just getting participants to save for retirement without taking into consideration barriers that are preventing them from saving. Participants are experiencing tremendous amounts of financial stress and our plan sponsors are concerned because this stress is having an impact on worker productivity. We’re really passionate about filling this massive gap for our customers, said Patrick McCallister, AIF®, HB Retirement. “Since most people rely heavily on defined contribution plans for retirement income, we need to do whatever we can to help people proactively understand their financial situations and act accordingly and Questis is an integral component of our plan to do just that. I’m so glad to have found such an aligned and passionate partner in Questis,” added Evan Hirsh, AIF®, HB Retirement.
Questis is a configurable technology platform that allows retirement advisory firms and financial service providers to easily deliver their own personalized financial wellness programs to their plan sponsors and participants. With secure, scalable software, Questis gives firms like HB Retirement a comprehensive, connected digital experience to help their clients reach and surpass their financial goals. Founded by financial advisors, and created for advisors, Questis uses technology to offer the configurability necessary to work within — and for — any advisor’s business model.
HB Retirement believes in utilizing both a digital and in-person philosophy when helping participants. They also feel strongly that comprehensive financial wellness is an essential part of any successful wellness story. By guiding their customers’ employees through their wellness journey, they hope to increase productivity, decrease absenteeism and distraction, improve talent retention, and grow benefit program participation.
“HB Retirement is an ideal partner for us,” said Steve Wilbourne, CEO, Questis. “Their dedication to helping people with their financial present so that they can also support them on the road to their financial futures is key for us. Together we are constructing a strong program foundation upon which we can build. I have no doubt that we’ll see great things from HB Retirement and their wellness program in the near future.”
To read the full release, click here.
About HB Retirement
HB Retirement specializes in the design and function of institutional retirement plans and wealth management. They provide insight and specialized support to assist their customers in managing fiduciary obligations and assist employees with retirement planning. To learn more, visit www.hbretirement.com
Questis is a configurable technology platform that allows retirement advisors and financial service providers to easily deliver their own personalized financial wellness programs to their plan sponsors and participants — and generate revenue from them. With secure, scalable software, fueled by integratable features and advisor coaching, Questis gives plan advisors, sponsors, and participants a comprehensive, connected digital experience to reach and surpass their financial goals. Founded by financial advisors, created for advisors, Questis uses technology, strategy, and service to build configured programs that work within — and for — any advisor’s business model. Learn more at myquestis.com.