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Health Care Spending Accounts

  

Section 125 Plans and Open Enrollment

   Section 125 Plan Information

   Memorandum to Business Officials Open Enrollment Periods

   VEHI Open Enrollment January 1 Plan Year

   Editable Employee Communication January 1 Plan Year 

   VEHI Open Enrollment July 1 Plan Year

   Editable Employee Communication July 1 Plan Year

General

   Future Planning Fee Schedule

   HealthEquity Fee Schedule

   Supplemental VEHI FAQ on HRAs and HSAs

   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

 

                                 

   

      

HRA

   HRA Implementation Guide 

   HRA Checklist

   HealthEquity HRA/FSA Application - Editable PDF

   HRA Excel Modeling Tool

   HRA Excel Modeling Tool Webinar

   Designing a Compliant HRA Plan

   HRA Sample Plan Document

HSA

   Recent Federal Changes Impact VEHI CDHPs for 2018 - August 2017

   HSA Implementation Guide

   HSA Checklist 

   HSA Excel Modeling Tool

   HSA Excel Modeling Tool Webinar

   HSA Design Guide

   HSA Establishment Notice

   HSA FAQs

   VEHI Expanded Q&A on HSAs

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

   Sample Certification of HSA Eligibility

   Notice to Medicare Eligible Employees of Impact on HSA Eligibility

FSA

   FSA Sample Plan Document

   A Simple Way to Save

   Employer FAQs for Use of FSA Forfeitures