All the benefits of an HSA without any of the admin headaches

screenshot of employee contributions and elections on lively

Give your employees the HSA they want, without adding more to your to-do list

Offering a world-class HSA shouldn’t add more work to your plate. That’s why employers love our hassle-free approach to managing HSA administration.

A single source of truth for HSA management

Add or remove employees and update contributions in seconds using your admin dashboard. Get up-to-date information on the number of employees enrolled and their latest status.

Paperless onboarding

Say goodbye to 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 there. Have more than 20 employees? Contact Sales to learn how to enroll employees in bulk.

Integrated Reporting

Access robust reporting functionality to track employee eligibility, monthly activity summaries, status reports, and more.

Automated alerts

We’ll notify you when action is needed, or if tasks are in your queue for completion. With Lively, nothing falls through the cracks.

welcome screen of lively platform

Solutions that meet your needs

We’ve built a range of solutions that remove the administrative burden from the HR administrator, and seamlessly integrate with the rest of your back office tech stack.

Configure in your employer dashboard
Process via secure files
Integrate with third-party platforms
Track your payroll contributes in the Lively app

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.

Lively Employer Contributions Screenshot

Tax-free investment solutions

Help employees make their HSA dollars work harder. With Schwab Health Savings Brokerage Account from Charles Schwab and HSA Guided Portfolio from Devenir, they will have access to two industry-leading investment solutions that align with their financial goals.

No fee to offer employees the option to invest
First-dollar investing available for both solutions
Fund with one-time, sweep, or recurring transfers
Conveniently integrated with single sign-on
welcome screen of lively platform

Schwab Health Savings Brokerage Accounts are offered through Charles Schwab & Co., Inc (Member SIPC), the registered broker/dealer, which also provides other brokerage and custody services to its customers. See the Charles Schwab Pricing Guide for Health Savings Accounts for full fee and commission schedules.