healthcareacctsbuttonheaderemployer

         

 

General

   Future Planning Fee Schedule

   HealthEquity Fee Schedule

   HealthEquity HRA/FSA Application - Editable PDF

   About HealthEquity

   IRS Publication 969

   IRS Bulletin 2007-22 - HSA

   IRS Bulletin 2004-45 - HSA & HRA

 Webinars

   101 HRA & HSA Webinar Slides 

   101 HRA & HSA Recorded Webinar  

   201 Health Care Spending Accounts Webinar Slides

   201 Health Care Spending Accounts Recorded Webinar

   301 Health Care Spending Accounts - What's Next Recorded Webinar

   301 Health Care Spending Accounts - What's Next Webinar Slides

   HSA Excel Modeling Tool

   HSA Excel Modeling Tool Webinar

   HRA Excel Modeling Tool

   HRA Excel Modeling Tool Webinar

HRA

   HRA Implementation Guide 

   HRA Checklist

   HealthEquity HRA/FSA Application - Editable PDF

   HRA Options Summary

   HRA Plan A - HRA Pays First

   HRA Plan B - Member Pays First

   HRA Plan C - HRA With Debit Card

   HRA SBC Template With Deductible 

   HRA SBC Template Without Deductible                                                      

   HRA Sample Plan Document

      

Gallagher Benefit Services Resources

   Designing a Compliant HRA Plan

   Employer FAQs for Use of FSA Forfeitures

   HSA Design Guide

   HSA FAQs

   Section 125 Cafeteria Plan Design Guide 

Section 125 Plan

  Section 125 Plan Year Considerations January 2017 

HSA

   HSA Implementation Guide

   HSA Checklist    

HRA and HSA Resources 

   Transition Considerations October 2016

    Detailed FAQ

    Supplemental VEHI FAQ on HRAs and HSAs

    VEHI Expanded Q&A on HSAs 

    Memo on Options for Employees on Medicare or Tricare Ineligible for HSA Contributions

    Sample Certification of HSA Eligibility

FSA

   FSA Sample Plan Document

   A Simple Way to save

Employee Based Additional Information Can Be Found Here.