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.
Broker or Partner
Guides
Featured Content
Report
Lively's HSA Snapshot
Webinar
HSAs Without the Headaches
Webinar
Invest in your employees during open enrollment and beyond
Report
Lively’s Employee Benefits Pulse Check
Report
Benefits and the Great Resignation
Report
Lively’s 2021 HSA Spend Report
Report
HSA Account Holder Insights
Guide
Open Enrollment Survival Guide
Report
2021 Wellness & Wealth Report
eBook
How to Position the HDHP/HSA for Employers
Guide
Broker’s Guide to CDHPs
eBook
The Health Insurance and HSA Terms Every Employee Should Know
Infographic
Why Telehealth is a Crucial Benefit Offering
Guide
Common HSA Misconceptions & How to Address Them
Guide
Telehealth: A Critical Component of Your Benefits Offering
White Paper
Curbing Rising Costs: How to Manage Increasing Healthcare Costs With A Consumer-Driven Health Plan
Broker Guide to Healthcare
6 Things to Look for in an HSA Provider: Unlocking the Power of the HSA
article
Resources for Open Enrollment Success
article
What Financial and Investment Advisors Need to Know About HSAs
article
How to Balance Employee Benefit and HR Administration Needs
article
How Can an HSA Help Bridge the Retirement Gap?
article
What HR Leaders Should Look for in an HSA Provider
article
What Financial Institutions Should Look For in an HSA Partnership
Recent Articles
blog post
Resources for a Successful Open Enrollment
blog post
What Financial and Investment Advisors Need to Know About HSAs
blog post
Building a Sustainable People-First Benefits Package: Balancing Employee Benefits and Admin Lift
blog post
How HSAs can Help Americans Bridge the $7 Trillion Retirement Savings Gap
blog post
What to Look for in an HSA Provider—and Why You Should Switch
blog post
What Financial Institutions Should Look For in an HSA Partnership
blog post
Ways You Can Implement a Successful High Deductible Health Plan Strategy
blog post
How the Fastest-Growing HSA Provider Gets Their Employees to Adopt HSAs
blog post
Why HSAs are a Powerful Tool for Financial Institutions to Gain and Retain Commercial Customers
blog post
What Brought Our VP of People to Lively
blog post
Did all of your eligible employees open their Health Savings Accounts? Here’s how to improve participation.
blog post
Designing an LSA Program: Best Practices for Employers
blog post
Empowering Your Workforce with a Lifestyle Spending Account
blog post
Why are MTAs so Popular? The Benefits of Medical Travel Accounts
blog post
Lively’s HSA Snapshot Report Highlights What You Need to Know About HSAs and Your Benefits Mix
blog post
The Advantages of Bundling Your Employees’ Benefits
blog post
Should Employers Consider Adding Lifestyle Spending Accounts as an Employee Benefit?
blog post
Does COBRA Have Requirements for Employers?
blog post
Lively’s Platform Now Has Over $1 Billion in HSA Assets: What That Means for Us
blog post
Standard or Integrated Health Reimbursement Arrangements: What are They?
blog post
Group Health Insurance: What is it and How Does it Work?
blog post
What You Can Do Now to Attract and Retain Employees in 2023
blog post
What are the Phases of the Open Enrollment Process?
blog post
What 5 Things Should New Brokers Know About Open Enrollment?
Calculators
Easily compare health plans, determine yearly HSA contribution amounts, and forecast HSA savings.
Calculators
Easily compare health plans, determine yearly HSA contribution amounts, and forecast HSA savings.
Videos
33 Minutes
[Webinar] Drive Employee Retention with Tax-Deductible Benefits
60 Minutes
[Webinar] Shrinking Attention Spans, Better Benefits: Navigating 2022 Open Enrollment
60 Minutes
[Webinar] HSAs and Financial Wellness: 5 Ways to Boost Employee Resiliency During the Pandemic
60 Minutes
[Webinar] HSA Spending & COVID-19: How to Adapt Benefits to Healthcare Trends
1 Minute
The Value of a High Deductible Health Plan (HDHP)
1 Minute
Pairing an HSA with your HDHP
60 Minutes
[Webinar] How COVID-19 Has Transformed HSAs and Why They Enhance Today’s Benefit Packages
60 Minutes
[Webinar] How to Manage Increasing Healthcare Costs With Consumer-Driven Health Plans
2 Minutes
HSA Reimbursements
2 Minutes
HSA Transfers
Frequently Asked Questions
- How much does Lively cost?
LIvely’s standard pricing is $2.95 per enrolled employee per month, with a monthly minimum fee of $50. This may vary depending on the number of enrolled employees or preferred pricing. Contact sales@livelyme.com to learn more.
Lively is free for individuals and families with no required monthly fees.
- What are the features and benefits of using Lively?
Clients can automate and sync their online payroll system to Lively in days, enabling streamlined company contributions and automating pre-tax dedications. Account owners can track HSA spending, make and manage investments, build retirement savings, monitor deductible costs, enact fee-free transfers, request reimbursements, and more. The Lively website also contains a vast array of HSA Education resources, calculators, tools, videos, blogs, support options and on-demand education kits to keep account owners both informed and engaged.
- How can I partner with Lively?
Visit our Brokers page to get in touch with our sales team and learn about Lively's broker program.
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.