Case Study: HB Retirement achieves scalable personalized financial wellness for participants with Questis

HB Retirement Partners With Questis to Fuel Financial Wellness

HB Retirement, an affiliate of Henderson Brothers, Inc., partnered with Questis to launch a personalized financial wellness offering after recognizing that participants’ financial stress — not just low retirement savings — was harming productivity and engagement. HB Retirement sought a modern, holistic, high‑tech/high‑touch program to help employees identify their biggest financial stressors and create actionable plans to improve overall financial health.

Questis provided its configurable technology platform and advisor‑integrated coaching to power HB Retirement’s digital-plus-in‑person wellness program, delivering personalized guidance at scale. Questis’ secure, scalable software enables HB Retirement to target participants’ key barriers to saving and track outcomes; anticipated measurable impacts include improved financial wellbeing, increased workforce productivity, reduced absenteeism and distraction, stronger talent retention, and higher benefit program participation.

HB Retirement

Patrick McCallister

HB Retirement