Starting in January, Fidelity will administer your Flexible Spending Accounts (FSAs) and Health Savings Account (HSA)—giving you one place for your tax-advantaged accounts and 401(k). If you enroll in an HSA or FSA, your contributions and/or Rockwell’s contributions will be deposited directly into your Fidelity account beginning in January 2027.
Read through the details of the transition here, then visit the Fidelity microsite for more information.
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Fidelity allows you to invest your HSA dollars as soon as you have funds available. You don’t have to meet a certain threshold to begin investing.
Fidelity offers a variety of money market funds, mutual funds, target date funds, stocks, and bonds—so if you choose to invest your HSA, it can keep growing for you.
Since your HSA can be used in retirement, seeing it alongside your 401(k) makes it easier to track your retirement readiness.
If you’re a current HSA participant, action is required during Annual Enrollment to move funds from HealthEquity to Fidelity. If you enroll in an FSA this Annual Enrollment, no other action is needed. Visit the Fidelity microsite for more information.
If you elected the group transfer:
If you had an FSA in 2026:
If you elected an FSA for 2027:
If you contribute to an HSA and also enroll in an FSA, your FSA automatically becomes a Limited Purpose FSA. Your LPFSA covers eligible expenses, such as dental and vision expenses, so that you can save your HSA funds for later.
