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Can I "Set and Forget" My Employer HSA

Lively · March 21, 2018 · 2 min read


You have many employer-sponsored benefits to manage, like healthcare or a 401k. Newer employer-sponsored benefits like an HSA (health savings account), add advantages but can increase your time requirements. Using a “set and forget” HSA contribution strategy can ensure you save pre-tax contributions today, but don’t waste any time. You enable dedicated health savings for years to come and remove any hassles in your daily life. Can an HSA really be this automated and easy? Yes, it can!

Automated HSA Savings

Once you have set up your employer-sponsored HSA, you can set any one-time or recurring contributions in our HSA platform. This allows you to schedule regular contributions and ensure you are covered when you need to use those funds for qualified out-of-pocket medical expenses. You can always change that automation with just a few clicks or add a one-time contribution as it suits your financial and medical needs. If you really want, you can set your HSA contributions once and let them run for years to come (as long as you are covered by an HSA-eligible health plan during that entire time period). 

Automated Notifications

You are busy. You are managing many employer-sponsored benefits. You might not have time to log into each and every benefits platform every week. Wouldn’t it be nice if your benefits provider kept you in the loop in case any action(s) was required or your monthly account statement has been posted? Automated notifications ensure your HSA communicates with you. You don’t need to access your HSA provider’s website unless you want too. With automated HSA notifications, you get all of the of the benefits of an HSA, without any of the hassles. Save your time and save your HSA money. 

Online Dashboard

Take a Peak! Just in case you want to check on your HSA from time to time you can dive in from any device using our modern HSA platform. There might not be an action item, but it is nice to see your balance increase month over month when you schedule recurring contributions.

Savings or investing your HSA should be easy. Automated contributions and notifications ensure you are maximizing the benefits of your HSA and limiting your time requirements. Modern HSA providers, like Lively, ensure you can “set and forget” your HSA and still login quickly as time permits. It just might be the easiest way to Invest in your health®.



Lively is the modern HSA experience built for—and by—those seeking stability in the ever-shifting healthcare landscape. By harnessing modern innovation and deep industry expertise, Lively is committed to bridging today’s savings with tomorrow’s unknowns. Unlike traditional institutions hindered by bureaucracy, Lively’s commitment extends beyond initial set up to providing dedicated, ongoing support and education for every step. So each HSA can reach its maximum potential with minimal headache.

piggy bank on pink background


2024 and 2025 HSA Maximum Contribution Limits

Lively · May 9, 2024 · 3 min read

On May 9, 2024 the Internal Revenue Service announced the HSA contribution limits for 2025. For 2025 HSA-eligible account holders are allowed to contribute: $4,300 for individual coverage and $8,500 for family coverage. If you are 55 years or older, you’re still eligible to contribute an extra $1,000 catch-up contribution.

comparing hsa versus fsa


What is the Difference Between a Flexible Spending Account and a Health Savings Account?

Lauren Hargrave · February 9, 2024 · 12 min read

A Health Savings Account (HSA) and Healthcare Flexible Spending Account (FSA) provide up to 30% savings on out-of-pocket healthcare expenses. That’s good news. Except you can’t contribute to an HSA and Healthcare FSA at the same time. So what if your employer offers both benefits? How do you choose which account type is best for you? Let’s explore the advantages of each to help you decide which wins in HSA vs FSA.

Benefits of HSA employer matching

Health Savings Accounts

Ways Health Savings Account Matching Benefits Employers

Lauren Hargrave · October 13, 2023 · 7 min read

Employers need employees to adopt and engage with their benefits and one way to encourage employees to adopt and contribute to (i.e. engage with) an HSA, is for employers to match employees’ contributions.

Disclaimer: the content presented in this article are for informational purposes only, and is not, and must not be considered tax, investment, legal, accounting or financial planning advice, nor a recommendation as to a specific course of action. Investors should consult all available information, including fund prospectuses, and consult with appropriate tax, investment, accounting, legal, and accounting professionals, as appropriate, before making any investment or utilizing any financial planning strategy.



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