How can we effectively communicate the benefits of FSA, HSA, and HRA to employees?

It’s important to engage with and provide education to your clients throughout the year so employees can make the best benefits decisions for their health and wellbeing during open enrollment. If you need resources to assist with this, our Enrollment Toolkit is designed for open enrollment engagement and year-round education.

Can HealthEquity assist in conducting enrollment sessions or providing educational materials?

Absolutely! Our Enrollment Toolkit is designed to help onboard and explain open enrollment to clients through a variety of resources, including webinars, videos, emails, and more.

How do these accounts integrate with our existing health insurance plans and other employee benefits?

Our accounts integrate seamlessly into our clients’ existing plans in a variety of ways, including preferred pricing, streamlined implementation, integrated data, and single sign-on. Reach out to our team to learn more.

How can we structure employer contributions to maximize employee participation?

A thoughtful HSA contribution match plan can encourage plan adoption, boost employee engagement, and increase savings for both employers and their people. That looks different for every company. We encourage you to reach out to our team to learn more.

Does HealthEquity offer training sessions or educational resources for employees to understand how to use these accounts?

Absolutely! Our team holds regular webinars and training sessions designed to help members make the most of their benefits accounts.

Can the benefits package be customized to align with my client's specific needs and employee demographics?

Absolutely! To learn more about how to customize your benefits package, reach out to your Account Representative or schedule a demo.

For Benefits Advisors

Solutions built for Benefit Consultants

Are you a benefits advisor, consultant, or broker? HealthEquity can help you deliver smarter, integrated health benefits. Our goal is simple: empower people to confidently save, spend, and invest in their health.

Not a benefits advisor?
Explore member products

Simplify benefits. Empower clients.

Say goodbye to the headaches of juggling multiple vendors. With our end-to-end benefits management, we make things simple and seamless. Our broker desktop puts everything you need at your fingertips – manage client accounts, generate reports, and dive into helpful analytics to better serve your clients. You can even find us on your favorite benefits administration platform to streamline enrollment and keep full visibility into your book of business.  

Experience that delivers results

Partner with HealthEquity, the trusted industry leader managing 1 in 4 U.S. HSAs. With 20+ years of expertise, advocacy, and top-notch security, we proudly support over 100,000 employers delivering smart, cost-effective benefits.   We’re redefining HSAs by putting the member experience front-and-center, empowering people to take control of their health and savings. Let’s create tailored solutions for your clients’ unique needs.  

Delivering value, one bundle at a time

HealthEquity makes health benefits management simple and stress-free. Our bundles are built to deliver outstanding value to your clients – simple, seamless, and impactful.

Healthcare benefits:

Health Savings Account (HSA)

Help your clients simplify their daily admin tasks. Our platform makes it easy to connect their HSA program with their health plan, retirement provider, and payroll for a smooth, all-in-one experience.

Flexible Spending Account (FSA)

Because we own our platform, we can offer more flexible health plans to meet your clients’ needs. The result? A flexible FSA experience designed just for them.

Health Reimbursement Account (HRA)

Make it easy for your clients to offer their team a stackable HRA with FSA, complete with one convenient debit card their employees can use for all eligible expenses.

Other benefits to consider:

Dependent Care FSA

Help your clients keep their top talent happy by offering care for eligible dependents as an option during Open Enrollment.

COBRA

Simplify COBRA administration for your clients with streamlined onboarding, real-time case management, and complete transparency. ¹

Commuter

Make it easy for your clients’ teams to get to work with flexible commute options. Our app makes it easy to simplify parking programs and streamline workflows.

Direct Billing

Let us handle billing and collections for you. We make paying premiums and maintaining coverage simple, even when payroll deductions aren’t an option.

Lifestyle

Offer your clients more ways to support their employees’ lifestyles and company culture with program options like fitness, finance, and family support.

Premium Only Plan

With a Premium Only Plan, your clients can offer their team the option to pay premiums with pre-tax dollars, saving them money.

HSAs that do more

Healthcare costs are surging, but HSAs can empower smarter healthcare decisions, improve engagement, and help support long-term financial well-being. Closing education gaps and boosting confidence unlocks their full potential to tackle today’s affordability crisis.

Lower costs, higher impacts

Employers partnering with us show up to 40% lower healthcare costs in top performing HSA/HDHP plans. Our Strategic Advisory team helps design smarter, lower-cost HSA plans that drive results.

Engage, educate, empower

HSAs empower employees to make informed healthcare decisions, promoting healthier lifestyles and lower costs for your clients. With our Engage360 program, HSA contributions can increase by up to 90%.

Flexibility and financial security

HSAs give employees unmatched flexibility to spend, save, and invest on their terms through smarter plan design, better education, and member-focused tech.

Expertise that works for you

Partnering with HealthEquity means giving your clients smarter plan designs, stronger benchmarks, and tailored solutions – not one-size-fits-all advice.

Employer cost savings

Employers adopting our custom HSA plan design strategies save up to 20% on benefits costs. HDHP plans paired with HealthEquity HSAs can save up to $7,400 per employee annually, compared to PPOs.

Better outcomes for your people

Effective education and member-focused technology help employees stay healthier and build financial security. HealthEquity members on average see 11% higher HSA balances, contribute 7% more, and invest at rates 3% above the industry average.

Member experience for a modern workforce

HealthEquity offers a secure, mobile-first platform. With AI-powered tools and real-time guidance, we simplify benefits, boost engagement, and help employees make smarter decisions – delivering better results for everyone.

Education that empowers

With easy-to-use tools, ongoing education, and 24/7 support, our programs drive smarter saving and investing behaviors, boosting financial security and engagement.

Engagement

Engage360

Get exclusive access to our comprehensive suite of engagement resources designed specifically for benefits professionals.

Enrollment resources
Engagement materials
Analytical reports
Webinars and workshops

Engage360 Hub

Open Enrollment Toolkit

Drive adoption

Take advantage of our huge library of flyers, webinars, and other resources you can use during annual enrollment and for new hires.

Explore the toolkit

Engagement Packages

Maximize utilization

We’ll send members targeted emails throughout the year. Plus, you can use our content around the office and in your organization’s communications.

Access the packages

Best Practices

Refine and optimize

Start learning

Ready to act?

Get your Total Solution consultation today.

Benefits Advisors Questions

How can we effectively communicate the benefits of FSA, HSA, and HRA to employees?

It’s important to engage with and provide education to your clients throughout the year so employees can make the best benefits decisions for their health and wellbeing during open enrollment. If you need resources to assist with this, our Enrollment Toolkit is designed for open enrollment engagement and year-round education.
Can HealthEquity assist in conducting enrollment sessions or providing educational materials?

Absolutely! Our Enrollment Toolkit is designed to help onboard and explain open enrollment to clients through a variety of resources, including webinars, videos, emails, and more.
How do these accounts integrate with our existing health insurance plans and other employee benefits?

Our accounts integrate seamlessly into our clients’ existing plans in a variety of ways, including preferred pricing, streamlined implementation, integrated data, and single sign-on. Reach out to our team to learn more.
How can we structure employer contributions to maximize employee participation?

A thoughtful HSA contribution match plan can encourage plan adoption, boost employee engagement, and increase savings for both employers and their people. That looks different for every company. We encourage you to reach out to our team to learn more.
Does HealthEquity offer training sessions or educational resources for employees to understand how to use these accounts?

Absolutely! Our team holds regular webinars and training sessions designed to help members make the most of their benefits accounts.
Can the benefits package be customized to align with my client's specific needs and employee demographics?

Absolutely! To learn more about how to customize your benefits package, reach out to your Account Representative or schedule a demo.

¹Services are provided by WageWorks, a HealthEquity company.Return to content

HealthEquity does not provide legal, tax or financial advice.

For Benefits Advisors

Solutions built for Benefit Consultants

Simplify benefits. Empower clients.

Experience that delivers results

Delivering value, one bundle at a time

Healthcare benefits:

Other benefits to consider:

HSAs that do more

Lower costs, higher impacts

Engage, educate, empower

Flexibility and financial security

Building trust, one plan at a time

Expertise that works for you

Employer cost savings

Better outcomes for your people

Member experience for a modern workforce

Education that empowers

Engagement

Engage360

Open Enrollment Toolkit

Drive adoption

Engagement Packages

Maximize utilization

Best Practices

Refine and optimize

Ready to act?

Benefits Advisors Questions