PSNC 2020: Building Healthy Futures with HSAs

Since joining Fidelity in 2005 as Vice President, Emerging Products, Will Applegate has served as Product Manager for both Health & Welfare Administration and the Fidelity HSA® (Health Savings Account). He also served as the team leader for the Fidelity HSA® product launch and led HSA business development efforts for the Fidelity HSA®. In his current role, Will has responsibility for Fidelity’s relationships with intermediaries with a focus on the distribution of our health offerings, as well as industry events. Prior to joining Fidelity, Will developed Mellon Financial Corporation’s HSA product offering following Mellon’s acquisition of Kwasha Lipton. Will’s prior roles at Kwasha Lipton included managing large benefit outsourcing relationships, developing one of the first H&W administration platforms, and consulting with employers on health care plan design, pricing, and vendor selection. Will graduated from Colgate University with a Bachelor of Arts in Computer Science and holds FINRA Series 7 and 63 licenses. He is an influential figure on the topic of emerging health care consumerism and is a frequent speaker at industry conferences.