Marketing Portal – HSAs, HRAs & FSAs

Download and brand these helpful documents.


HSAs, HRAs and FSAs – Table of Contents


2025 Health and Welfare Benefit Plan Limits

2025 Plan Limits Update and ACA Section 4980H Compliance

Updated Feb. 2025

2024 HSA Contribution Limits and HDHP Deductible and Out-of-Pocket Limits

IRS Releases 2024 HSA Contribution Limits and HDHP Deductible and Out-of-Pocket Limits

Updated Oct. 2024

Understanding HDHPs and HSAs

2024 – Understanding HDHPs and HSAs

Quick overview of High Deductiblr Health Plans (HDHP’s) and Health Savings Accounts (HSA’s) for use with clients and prospects.

Updated October 26, 2023

A Complete Guide to HSAs

A Complete Guide to HSAs

This whitepaper discusses the requirements for HSA eligibility, eligible expenses, and what to do if mistakes happen.

Updated Feb. 2024A

Eligible Expenses for FSAs, HSAs and HRAs

Eligible Expenses for FSAs, HSAs, and HRAs

Eligible Expenses for FSAs, HSAs and HRAs

Updated Feb. 2024

Wellness Programs and Compliance

Wellness Programs and Compliance Whitepaper

Wellness programs & compliance: a few considerations for employers

HSAs and Medicare

HSAs and Medicare

Health Savings Accounts and Medicare IRS Notice 2004-50 and IRS Notice 2008-59 clarify that mere eligibility for Medicare does not make an individual ineligible to contribute to an HSA

Updated October 22, 2023

Understanding HDHPs and HSAs

2024 - Understanding HDHPs and HSAs

Quick overview of High Deductiblr Health Plans (HDHP’s) and Health Savings Accounts (HSA’s) for use with clients and prospects.

Updated October 26, 2023