HSA Administration and Management Solutions

Everything you need to get busy with Health Savings Accounts

Health Savings Accounts (HSAs) are great savings vehicles for your account owners. They offer both businesses and consumers better control and flexibility in health care spending and tax-free contributions, savings, and distributions for qualified health care expenses. Our full line of solutions can help you promote, open, and manage your HSAs more effectively.

HSA Director™

HSA Director is a brandable, online HSA administration platform delivered as a hosted solution. It offers modules for individuals, employers, your program administrator, and customer service representatives. Its integrated, user-friendly, and intuitive format can reduce your service expenses up to 80 percent.

• As a hosted solution, it minimizes your need for technology resources
• Its open-source approach supports any depository or investments custodian
• It features total program control at the administrator level
• Individuals can enroll online in as little as ten minutes
• It includes IRS form generation, integrated sub-accounting, and recordkeeping services

HSA Management Center

The HSA Management Center is an online solution that automates many of the tasks for opening, maintaining, and dispersing HSAs. It creates dynamic documents in less time than it takes to complete them manually—and it performs vital compliance checks to help minimize errors and risk.

All of the compliance content is maintained by Wolters Kluwer Financial Services and stored in a central database. So, you can tailor the look and feel of your site; customize your policies, investments, and user restrictions; and make changes to your preferences without disrupting your compliance content. When regulatory changes occur, any updates we make to the database will automatically be reflected in your documents.

Account Recordkeeping Services

Comprehensive reporting services help you administer and meet government reporting requirements for your Individual Retirement Accounts, Health Savings Accounts, and other tax-advantaged accounts.

HSA Staff Consulting

This toll-free service is designed to provide your staff with prompt and accurate answers to their HSA questions. It can save your staff valuable time by not having to do on-the-spot research. More importantly, they can feel secure knowing they have a place to turn to for help with complex questions.

HSA Education Brochures and Paper Documents

Our easy-to-understand HSA brochures help account owners make more informed decisions and they help your staff respond to most commonly asked questions about HSAs. Plus, our plain-language paper documents make processing HSAs easier for you and your account owners.

HSA Marketing Program

Our marketing program can help you promote HSAs, either as an added benefit for business owners to offer their employees or as a savings option for individuals. The program offers different text options to specifically address either the employer or the consumer.

Health Savings Account Answer Book

The Health Savings Account Answer Book is a comprehensive resource that offers quick, accurate answers to almost any question regarding HSAs. Its easy-to-read Q&A format includes examples, forms, tables, and other practical features.

HSA Guide

This user-friendly reference manual helps your staff better understand HSAs. It includes information regarding account establishment and on-going administration, plus sample documents and a listing of IRS sites.

e-Learning Solutions

e-Learning Solutions offer reliable compliance-based training courses that are developed specifically for banks and credit unions. Course content is professionally designed and includes modules and case studies with interactive functionality such as review activities, scenarios, and game-based testing.

Compliance Trends Telephone/Internet Training

A virtual classroom enables participants to see and hear a live presentation, ask questions in a variety of formats, and hear answers to questions posed by other participants.

E-News Newsletters

Receive free and timely information electronically on important deposit, IRA, and HSA issues; market news; compliance topics; surveys and survey results; new deposit and IRA products; pricing promotions; interface updates; and more.

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