Health and Wellness Account Guides

Get started, master the basics, and get answers to common questions about your employee benefits.

hsa guide cover image

Guide

Complete HSA Guide

hsa tax guide cover image

Guide

HSA Tax Guide

hdhp guide cover

Guide

What is an HDHP?

fsa-guide-cover

Guide

Flexible Spending Account (FSA)

hra guide image

Guide

HRA Guide

LSA guide image

Guide

LSA Guide

commuter guide image

Guide

The Ultimate Guide to Commuter Benefits

brand-illustrations-healthy-wallet-lsa

Guide

HSAs and Retirement Guide

Lively’s complete guide for individuals, employers, brokers, and financial advisors to using an HSA to boost retirement savings strategy and save on qualified healthcare expenses.

mta guide cover

Guide

Your Guide to Medical Travel Accounts (MTAs)

obbb intro image

Guide

Guide to the New HSA Rules Under the One Big Beautiful Bill (OBB)

open enrollment guide cover

Guide

Open Enrollment Guide

FOR EMPLOYERS, BROKERS & HR TEAMS

Looking to offer Lively to your employees or clients?

Fill out this form, and we’ll be in touch within one business day.

Note: If you are an individual account holder or need personal support, please visit our Help Center.