Health Savings Account Resources
Helpful HSA and FSA articles, guides, how-to’s, and more.
Broker or Partner
Featured Content
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
Health Benefit Trends in 2022
Report
HSA Account Holder Insights
Guide
Open Enrollment Survival Guide
eBook
The 10 Most Common HSA Questions
Report
2021 Wellness & Wealth Report
eBook
How to Position the HDHP/HSA for Employers
Guide
Broker’s Guide to CDHPs
eBook
Top 5 Trends of 2021 Open Enrollment
Report
2020 Lively HSA Persona Report
Infographic
Why Telehealth is a Crucial Benefit Offering
White Paper
Telepsychiatry: Increasing Employee Wellness & Businesses’ Bottom Line
Guide
Worksheets to Calculate HSA Contributions After A Mid-Year Change
Guide
The Definitive Guide to Calculating a Maximum HSA Contribution
Guide
Common HSA Misconceptions & How to Address Them
Guide
HDHP Guide for Brokers
White Paper
Telemedicine: A Critical Component of the Broker’s 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
Recent Articles
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Does COBRA Have Requirements for Employers?
blog post
Lively’s Platform Now Has Over $1 Billion in HSA Assets: What That Means for Us
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Standard or Integrated Health Reimbursement Arrangements: What are They?
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Group Health Insurance: What is it and How Does it Work?
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What You Can Do Now to Attract and Retain Employees in 2023
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What are the Phases of the Open Enrollment Process?
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What 5 Things Should New Brokers Know About Open Enrollment?
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The Ultimate Brokers' Checklist for Open Enrollment Prep
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A Broker’s Guide to Helping Employers During Open Enrollment
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2023 and 2024 HSA Maximum Contribution Limits
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Quick Reference Definitions and Facts Clients Need to Know
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Ask Yourself These 5 Questions to Measure the Success of an Employee Benefits Program
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How Do Consumer-Driven Health Plans Benefit Clients?
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5 Tips for Brokers: How-to Sell the Cohesive HDHP/HSA CDHP
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3 Consumer-Driven Health Plan Options for Clients
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[Infographic] Why Telehealth is a Crucial Benefit Offering
blog post
[Webinar Recap] How COVID-19 Has Transformed HSAs and Why They Enhance Today’s Benefit Packages
blog post
Telemedicine: What Brokers Need to Know About Anticipated Demand
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3 Reasons Employer Consumer-Driven Health Plan Adoption is Increasing
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Broker Advice: Adding an HSA to your Health Offering
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What's the Difference Between a Flexible Spending Account (FSA) and a Health Reimbursement Arrangement (HRA)?
blog post
What is the Difference Between an HRA and HSA?
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How Does a Health Reimbursement Arrangement Work?
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.