Why enroll with us?

In addition to person-to-person, thoughtful customer service, our process is designed to be informative and efficient. There are many reasons why our HSA is among the best, and for each employer we also provide:

A dedicated account executive for your company

Pre-enrollment support

Analysis and recommendations for plan design and contribution strategies
Best practices and experiences
A step-by-step check list for the enrollment process
Educational PDFs and brochures
Employee education

Enrollment support

Facilitate enrollment with your HR or benefits consultant
Customize enrollment to include online, eligibility files or paper
Support if transferring assets from a previous HSA

On-going support

Expert customer service Monday through Friday
24/7 online account access for employers and members
Reconciliation and audit support for contributions
Tax reporting and documentation
Evaluation of plan effectiveness after enrollment and during annual enrollment periods

Contribution options

Flexible and customizable to your company’s needs including:

Automated clearing house (ACH) pulls
Wire transfers
Checks