The Definitive Guide to Calculating a Maximum HSA Contribution

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


Increase employee contributions and account satisfaction.

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

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    Define QLEs

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

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    Maximize HSA Contributions

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

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    Increase Account Satisfaction

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

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