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Employer and Administrator Tools

As a Top 10 HSA custodian, we understand the importance of being your HSA partner. That’s why we’ve developed an array of resources with employers and administrators in mind. We have what you need to establish and manage a successful HSA program:  in-depth education and sales tools, dedicated support teams, best-in-class solutions for enrollment, account set up and funding, and more.  Take advantage of the tools listed on this page to boost your HSA adoption and service your employees/members with confidence and ease.  

Employer Support Line: 866.902.0356; press option 2

Employer Support Email



Enrollment Resources

"What Happens Next?"

Sample Welcome Book



Employer Funding Portal Group Funding File

Employer Funding Portal FAQs

PIVOT: HSA Management - Video



Reverse Employer Contribution Form


Sales Resources

HSA Calculators

HSA Brochure

Guide to Increase HSA Adoption

Bank Information


HSA Education

HSA 101 PowerPoint Presentation


Additional Resources

Employee FAQ

Employer FAQ

Medicare FAQ


HSA Minute Video Series

HSAs: Food for Thought

HSAs: Fiscal Fitness