Open enrollment 2024
Employer Resource Center

Lively’s Resource Center is a Benefit Administrator's go-to hub for educational materials. Get the word out and drive stronger engagement with your employees. Access open enrollment and year-round Lively education materials from the content below.

HSA V2

Health Savings Accounts

HSA Materials

FSA V2 product card - ER RC

Flexible Spending Accounts

FSA Materials

HRA V2 product card - ER RC

Health Reimbursement Arrangements

HRA Materials

LSA V2

Lifestyle Spending Accounts

LSA Materials

MTA V2

Medical Travel Account

MTA Materials

Commuter V2

Commuter Benefits

Commuter Materials

Open enrollment resources

Keep open enrollment organized and low stress with these resources and communications templates.

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Open Enrollment Survival Guide

Step-by-step guidance and downloadable checklists for maximizing employee engagement and satisfaction.

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To-Do List for Employees

Help your employees stay organized with the tasks they need to complete this OE season.

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To-Do List for Benefit Administrators

Tackle OE successfully and stay organized with this list of tasks.

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[HSA] Email Templates

Use these pre-written emails to educate employees about how HDHPs and HSAs work together.

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[HSA & FSA] Employee Education Presentation

Customizable PowerPoint for Benefit Administrators to introduce HSA and/or FSA Lively benefits to their employees.

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[HSA] Glossary of HSA and Insurance Terms

This interactive guide employees understand common terms to make the best choices for them.

Learn the HSA basics

Use these resources to get your team up to speed on their HSAs. Drop them onto your internal employee resource center or incorporate them into your planned communications.

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HSA Enrollment Form

Use this form to collect the information you need to enroll your employees in Lively's HSA. Use Lively's paperless sign up to save time.

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Lively HSA 101: Basics to Know

Features HSA basics and the main ways to use an account.

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HSA Quick Start Guide

Help your employees quickly set up and start using their Lively HSA.

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Comprehensive HSA Guide

This comprehensive guide covers what you and your team need to know about HSAs.

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HSA Investments Overview

Overview of Lively's investment features and how and why to use them.

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Lively Mobile App

Show how easy it is for employees to manage their Lively accounts on the go.

Go beyond the HSA basics

Help your team get the most out of their HSAs wit these tools and resources.

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Top 5 Reasons to Choose an HSA

Simple, effective one-sheeter that’s perfect for OE to educate employees on the value of an HSA.

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Common HSA and HDHP Myths

Help employees address common misconceptions.

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Frequently Asked HSA Questions

Answer the key questions employees ask about HSAs during OE and all year long.

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HSA Eligible Expenses Look Up

Search the full list of HSA-eligible expenses on our website.

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HSA Savings Calculator

Show employees how much they can save with an HSA.

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HSA Contribution Calculator

See how much to contribute to HSA to meet personal goals.

HSA videos

Use these informative and quick-hitting videos to help employees learn the basics of HDHPs and HSAs. Add them to your internal resource center or share them by email.

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1 minute

Pairing an HSA with your HDHP

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5 minutes

Understanding Health Savings Accounts

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5 minutes

Three Popular Ways to Use Your HSA

SPANISH SUPPORT

Education materials for Spanish speakers

Browse a list of educational materials in Spanish, carefully selected to help employees learn about and use Lively benefits.

Looking for phone support? Account holders can receive phone support in Spanish by contacting Lively's Member Support services at 1 (888)-576-4837, Monday-Friday between 6:00am-6:00pm PT.

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