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As a benefits consultant, you’re looking for the best options to present to your clients. A HealthSavings HSA is an exceptional product, and it comes with our collection of educational resources and person-to-person customer service. We will consult with you on how to present the HSA alongside the consumer-driven high deductible health plan (HDHP) and help you simplify employee/employer enrollment.
We serve clients in all 50 states. We were one of the first 15 companies nationally to provide HSAs following the enacted legislation in 2004. We rank in the top 1% of the nation’s 2,200 providers in total accounts and assets.
We allow accountholders first dollar investment. Choose between mutual funds, a debit card/cash account, or a combination of both. No minimum deposit required.
Our fees are less. The debit card/cash amount, mutual fund investment account or combination thereof carries a fee of only $3.75 per month (billed annually at $45). Many HSA providers have separate fees, charge for investment transactions and average 400% greater management fees on their mutual fund investment options.
We’ll assist benefits consultants in determining plan design, communication strategy and optimal enrollment/support.
Contact a member of our sales team to receive additional information and get started.
Plan Sponsors complete the Plan Establishment Guide (PEG) and register.
Plan Sponsors enroll participants.
Plan Sponsors and Participants will be given access to the Plan Sponsor and Participant portals.
Have questions? Contact a member of our sales team.