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Our intuitive software automates the manual and tedious tasks of all aspects of an employer’s HSA administration.


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How to Increase Account Utilization and Satisfaction by Maximizing Contributions & Avoiding the IRS Excise Tax

The Definitive Guide to Calculating a Maximum HSA Contribution

Download our guide to support and equip employees with the tools needed to calculate a maximum HSA contribution after a mid-year change.

Increase employee contributions and account satisfaction. 

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Familiarize employees with Qualifying Life Events (QLEs) that result in mid-year plan changes.

Define QLEs

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Empower employees with step-by-step worksheets to calculate prorated HSA contributions.


Maximize HSA Contributions

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Educate employees to avoid excess contributions, taxes, and IRS penalties.

Increase Account Satisfaction

Download our broker guide so your clients have the tools they need to calculate a maximum HSA contribution after a mid-year change.