ADMIN DASHBOARD

Make managing your employer-sponsored HSA hassle-free

With a modern HSA, you can stop fighting fires and go back to the things that matter, like employee productivity and retention.

Seamless Employer Administration

Seamless employer administration

Manage your HSA from your online admin dashboard. View employees and their enrollment status in one place. Add or remove employees and update contribution amounts in an instant.

Paperless Onboarding

Paperless onboarding

Get set up effortlessly and without any annoying administrative paperwork. All you need to do is add your employees’ names, email addresses, and health plan effective dates. We’ll take it from here! Have more than 20 employees? Contact sales to learn how to enroll employees in bulk.

Integrated Reporting

Integrated Reporting

Access important reports and statements on demand including contribution summary reports, employee eligibility and status reports & monthly summary activity & invoice statements.

Automated Notifications

Automated notifications

We’ll keep you in the loop in case any action or tasks are required on your part. Mark tasks completed so you can keep track of everything.

PAYROLL DEDUCTIONS AND ADMINISTRATION

Put payroll deductions on autopilot

Effortlessly sync your online payroll system to Lively allowing you to streamline company contributions and automate each employee’s pre-tax deductions.

Payroll integrations and syncing

We’ve built payroll syncing capabilities that removes the administrative burden from the HR administrator, making any sort of employee deductions seamless so you can save time and money. You don’t need another lone orphan system that operates completely independently of others.

  • Direct payroll compatibility

  • HRIS & Benefits Administration integrations

  • Enrollment and contribution file exchanges

One-time and recurring contributions

Change employer-sponsored HSA contributions in one place and have them automatically synced across all of your systems. You can set one-time or recurring contributions in our HSA platform.

Investments

Help your employees save for health care costs in retirement

Lively has integrated with TD Ameritrade’s Self-Directed Brokerage platform to provide easy online investing capabilities for your employees.

  • No fee to add investments to employee accounts

  • Manage entirely online with single sign-on capabilities

  • Broad line-up of investment options

  • Employees can set up recurring fund transfers to investments

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SUPPORT & RESOURCES

We’re here for you and your employees

You may not be an expert when it comes to all things HSAs, but don’t worry — we’ve got you covered.


On-Demand Resources

We’ve created a full suite of readily available resources to help employees get the most out of their HSA. Your employees will have access to HSA calculators, detailed FAQs, real-time listing of IRS approved eligible expense items, and our ongoing HSA education blog series.

Concierge Customer Service

You’ll get paired with a dedicated onboarding specialist to help get up and running, regardless of how many employees you have. You and your employees will have access to support by phone, email, and chat—and actually be able to get through.

Get started now

Lively is the #1 user rated HSA on the market. Open your HSA in just a few minutes with no hassles.

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