Health and Wellness Account Resources

Guides, articles, how-to’s, and more covering HSAs, FSAs, HRAs, Lifestyle Spending and Medical Travel Accounts, and general financial health and wellness.

Guides

hsa guide cover image

Guide

Guide to Health Savings Accounts

hdhp guide cover

Guide

What is an HDHP?

hsa tax guide cover image

Guide

HSA Tax Guide

fsa-guide-cover

Guide

Flexible Spending Account (FSA)

LSA guide image

Guide

LSA Guide

top hsa questions answered guide image

Guide

Top HSA Questions

Industry Reports

blog-2024-employee-benefits-trends

2024 Employee Benefits Trends Report

The three top trends People teams, benefits brokers, and consultants need to know now to serve their employees and clients better.

lifestyle-diverse-group-of-people-waiting-1435517000

Employee Benefits Pulse Check

The benefits that will make a difference in employee retention and cost savings in 2024 according to HR leaders.

building a modern benefits package with hsas cover image

HSAs and the Modern Benefits Package

HR leaders offer insight on how an HSA is an essential part of a comprehensive, flexible benefits package that attracts and retains employees.

istock-1271046151

Lively's HSA Snapshot

Lively’s annual look at HSA saving, spending, and investing and what it means for brokers and employers.

Insights and Tools

brand-illustrations-healthy-wallet-lsa

8 Quick Ways to Measure HSA Success

Ask the right questions when evaluating your client’s HSA program or your current HSA provider.

brand-illustrations-employer-match-02

6 Things to Look for in an HSA Provider

Quickly identify the top qualities to look for in an HSA provider to help your clients save time, save money, and maximize employee happiness.

brand-illustration-hdhp-with-hsa

5 Ways to Communicate the Value of an HDHP and HSA

Increase the rate of your employees' HSA adoption and drive cost savings for your business.

istock-1219158326

The Ultimate Employer Start Guide for Health and Wellness Accounts

How to offer HSAs, FSAs, HRAs, MTAs, LSAs and COBRA and how they work together to strengthen your benefits package.

istock-1432273532

The Essential Glossary of Health Insurance and HSA Terms

Help employees and clients understand common HSA and health insurance terms during open enrollment and all year long.

telemedicine open graph 1200x630

Telehealth: A Critical Component of Your Benefits Offering

Help clients and employees utilize the benefits of telehealth and navigate changes to traditional care delivery.

Calculators

icon-pension-in-fokus-fff

HSA Savings Calculator

See how much you can save with your HSA.

PIg White

FSA Savings Calculator

See how much you can save with a Flexible Spending Account.

icon-owned-by-the-people-fff

Payroll Tax Savings Calculator

See how much you can save on FICA taxes when you offer and contribute to your employees' HSA.

icon-login-mobile-tablet-fff

HSA Contribution Limit Calculator

See how much you can contribute into your HSA.

icon-everyday-finances-fff

Guided HSA contribution calculator

Find your optimal contribution to your Health Savings Accounts

icon-payment-fff

Health Plan Cost Calculator

Compare two health plans and project your estimated cost.

Customer Stories

Precision media high res

Precision Media

How Lively provided a retention and attraction advantage in the job market and helped an employer highly sensitive to costs.

ZGA architects high res

ZGA Architects

Demonstrates how the Lively experience was a “breath of fresh air” in comparison to the bad service, clunky technology, and high fees of ZGA’s previous provider.

case study - francis howell school district - intro image

Francis Howell School District

Discover the ease of onboarding and administration and quality of customer service for 2,000+ administrators and employees.

ucan case study image

UCAN

Learn how Lively solves for administrative complexities and limited support for employees with a simple, easy-to-use solution.

Featured Articles

piggy bank on pink background

Benefits

2023 and 2024 HSA Maximum Contribution Limits

Lively · May 16, 2023 · 3 min read

On May 16, 2023 the Internal Revenue Service announced the HSA contribution limits for 2024. For 2024 HSA-eligible account holders are allowed to contribute: $4,150 for individual coverage and $8,300 for family coverage. If you are 55 years or older, you’re still eligible to contribute an extra $1,000 catch-up contribution.

benefits of a lifestyle spending account

Benefits

Should Employers Consider Adding Lifestyle Spending Accounts as an Employee Benefit?

Lauren Hargrave · June 6, 2023 · 10 min read

The benefits to offering employees an LSA are wide ranging and will vary depending on the demographic makeup of your workforce. These accounts help to support remote workers, employees from different socioeconomic backgrounds, and employees at different life stages, such as starting their career or starting a family.

fsa-rollover-versus-grace-period

Benefits

FSA Rollovers vs. Grace Periods

Ben Luthi · November 9, 2023 · 7 min read

Employers that offer Flexible Spending Accounts can choose to provide an FSA rollover or grace period at the end of each plan year, but not both. If you’re nearing the end of the year and have some money remaining in your FSA, it’s important to understand what will happen to it if you don’t use it all.

Videos

What is an hsa video card image

What is a Health Savings Account (HSA)?

Screen Shot 2021-01-27 at 4.47.48 PM

Pairing an HSA with your HDHP

why lively hsa video card

Why choose a Lively HSA?

how to choose healthplan video cover

How to choose a healthcare plan

what is an hdhp video card

What is a High Deductible Health Plan?

howhdhpswork.png

The Value of a High Deductible Health Plan (HDHP)