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We’re excited for you to see our new and improved portal, launching on Monday, October 8. Check out the resources below to ensure a smooth transition for your employees and clients.
We’ve made a sizable investment in our online portal for advisors, employers, and participants.
Key improvements include:
While we’re excited about the new portal changes, you can rest assured that some things are staying the same. Our fees, custodian, and the level of service you’ve come to expect from HealthSavings will all remain the same.
No. The “Taxable Withdrawal” notation just represents that it will be listed on the accountholder’s IRS Form 1099-SA as a distribution. All withdrawals for eligible medical expenses remain tax-free.
Yes. Moving forward, the primary method for enrolling new employees will be through an eligibility file. Feel free to use our eligibility file template (also found in the Employer portal) to add new participants and upload to your online portal. Once the file is submitted, employees will receive an email with a direct link into your plan’s portal enrollment page. This will allow you to contribute to your employees’ accounts right away and will not require employees to use specific plan enrollment credentials.
No. All of your current settings will be transitioned to your new portal. This includes login credentials for employer administrators and participants, as well as previously stored bank information.
We are currently working on this functionality and are in the process of initial testing with Orion. This won’t be available for our initial release, but is included in the product roadmap and is projected for 2019.
Have additional questions or feedback? Feel free to email us at support@HealthSavings.com.
NOTE: Our office will be closed for Good Friday on Friday, April 19. The NYSE will also be closed and trading will resume on Monday, April 22.