Open Enrollment Toolkit for Employers

Plan for open enrollment season with confidence

Explore our free library of resources to help engage your employees during enrollment season—and all year long.

2026 OE: IRS updates HSA limits in May and FSA in October.

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HSA | Health Savings Account

All HSA Standard Materials

Flyers

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Flyer

HSA Standard (Digital)

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Flyer

HSA Standard (PDF)

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Flyer

HSA Standard Spanish (PDF)

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Flyer

HSA vs FSA (PDF)

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Flyer

HSA Store (PDF)

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Flyer

HDHP Costs (PDF)

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Flyer

55+ Quick Guide (PDF)

Emails

Preview / Download

HSA Open Enrollment Email: Self Service

Preview / Download

QLE Email Options

On Demand Webinars

Webinar

HSA triple-tax savings: Your guide to smarter healthcare

16 min watch

Webinar

Level up your HSA: Pro tips to spend, save & invest for the future

20 min watch

Webinar

The hidden power of HSAs: Tax-free investing for long-term savings

23 min watch

Webinar

HSA vs FSA: Choosing the right tax-free healthcare benefit

14 min watch

Webinar

HSA and LPFSA savings

17 min watch

Presentations

Download

Presentation

HSA triple tax savings

Videos

Video

What is a Health Savings Account?

3 min watch

Video

Am I eligible for a Health Savings Account?

2 min watch

Video

How much should I contribute to my Health Savings Account?

3 min watch

Video

Should I invest my Health Savings Account?

4 min watch

Articles

Article

8 HSA myths, busted

Article

Top 10 ways to use an HSA

Article

HSA vs FSA: Which account is right for me?

Article

Should I choose a high-deductible health plan?

Article

Why you should consider investing your HSA

Article

Level up your health savings: Pairing LPFSA with HSA

Article

17 awesome ways to spend your HSA

Help Center

HSA Help Center

Online Guide

HSA Online Guide

HSA QME List

HSA Qualified Medical Expenses

Shop HSA

HSA Store

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

Member Guided Tour

Adding a Beneficiary

Member Guided Tour

Enhanced Rates Enrollment Member Guided Tour

Member Guided Tour

Auto Cash Replenish Member Guided Tour

Member Guided Tour

How to Access FSA/HSA Store-Member Guided Tour

Standard Grace Period Carryover

FSA | Flexible Spending Account

All FSA Standard Materials

Flyers

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Flyer

FSA Standard (Digital)

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Flyer

FSA Standard (PDF)

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Flyer

FSA Standard Spanish (PDF)

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Flyer

FSA EZ Receipts Standard (PDF)

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Flyer

FSA EZ Receipts Standard Spanish (PDF)

Preview / Download

Flyer

HSA vs FSA (PDF)

Preview / Download

Flyer

FSA Store (PDF)

Emails

Preview / Download

FSA Open Enrollment Email: Self Service

On Demand Webinars

Webinar

FSA essentials: Spend tax-free, save more on healthcare

11 min watch

Webinar

HSA vs FSA: Choosing the right tax-free healthcare benefit

14 min watch

Presentations

Download

Presentation

FSA essentials: Spend tax-free, save more on healthcare

Videos

Video

What is a healthcare FSA?

6 min watch

Video

HSA vs FSA

8 min watch

Articles

Article

Considering an FSA? Here are 8 things you need to know

Article

5 tricks to maximize your FSA

Article

16 great ways to spend your healthcare FSA

Article

Comparing FSA options

Help Center

FSA Help Center

Online Guide

FSA Online Guide

FSA QME List

FSA Qualified Medical Expenses

Shop FSA

FSA Store

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

Member Guided Tour

How to Access FSA/HSA Store-Member Guided Tour

All FSA Grace Period Materials

Flyers

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Flyer

FSA + Grace Period (Digital)

Preview / Download

Flyer

FSA + Grace Period (PDF)

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Flyer

FSA + Grace Period Spanish (PDF)

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Flyer

FSA EZ Receipts Standard (PDF)

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Flyer

FSA EZ Receipts Standard Spanish (PDF)

Preview / Download

Flyer

HSA vs FSA (PDF)

Preview / Download

Flyer

FSA Store (PDF)

Emails

Preview / Download

FSA Open Enrollment Email: Self Service

On Demand Webinars

Webinar

FSA essentials: Spend tax-free, save more on healthcare

11 min watch

Webinar

HSA vs FSA: Choosing the right tax-free healthcare benefit

14 min watch

Videos

Video

What is a healthcare FSA?

6 min watch

Video

HSA vs FSA

8 min watch

Articles

Article

Considering an FSA? Here are 8 things you need to know

Article

5 tricks to maximize your FSA

Article

16 great ways to spend your healthcare FSA

Article

Comparing FSA options

Help Center

FSA Help Center

Online Guide

FSA Online Guide

FSA QME List

FSA Qualified Medical Expenses

Shop FSA

FSA Store

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

Member Guided Tour

How to Access FSA/HSA Store-Member Guided Tour

All FSA Carryover Materials

Flyers

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Flyer

FSA + Carryover (Digital)

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Flyer

FSA + Carryover (PDF)

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Flyer

FSA + Carryover Spanish (PDF)

Preview / Download

Flyer

FSA + Carryover EZ Receipts (PDF)

Preview / Download

Flyer

FSA + Carryover Spanish EZ Receipts (PDF)

Preview / Download

Flyer

HSA vs FSA (PDF)

Preview / Download

Flyer

FSA Store (PDF)

Emails

Preview / Download

FSA Open Enrollment Email: Self Service

On Demand Webinars

Webinar

FSA essentials: Spend tax-free, save more on healthcare

11 min watch

Webinar

HSA vs FSA: Choosing the right tax-free healthcare benefit

14 min watch

Videos

Video

What is a healthcare FSA?

6 min watch

Video

HSA vs FSA

8 min watch

Articles

Article

Considering an FSA? Here are 8 things you need to know

Article

5 tricks to maximize your FSA

Article

16 great ways to spend your healthcare FSA

Article

Comparing FSA options

Help Center

FSA Help Center

Online Guide

FSA Online Guide

FSA QME List

FSA Qualified Medical Expenses

Shop FSA

FSA Store

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

Member Guided Tour

How to Access FSA/HSA Store-Member Guided Tour

Standard Grace Period

DCFSA | Dependent Care Flexible Spending Account

All DCFSA Standard Materials

Flyers

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Flyer

DCFSA Standard (Digital)

Preview / Download

Flyer

DCFSA Standard (PDF)

Preview / Download

Flyer

DCFSA Spanish (PDF)

Preview / Download

Flyer

DCFSA EZ Receipts (PDF)

Preview / Download

Flyer

DCFSA Spanish EZ Receipts (PDF)

On Demand Webinars

Webinar

DCFSA: Turn caregiving into tax savings

10 min watch

Presentations

Download

Presentation

DCFSA: Turn caregiving into tax savings

Videos

Video

What is a DCFSA?

6 min watch

Articles

Article

Considering a DCFSA? Here are 5 rules you need to know

Article

Paying the babysitter and 5 other ways to save with a DCFSA

Help Center

DCFSA Help Center

Online Guide

DCFSA Online Guide

DCFSA QME List

DCFSA Qualified Medical Expenses

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

All DCFSA Grace Period Materials

Flyers

View / Share

Flyer

DCFSA + Grace Period (Digital)

Preview / Download

Flyer

DCFSA + Grace Period (PDF)

Preview / Download

Flyer

DCFSA + Grace Period Spanish (PDF)

Preview / Download

Flyer

DCFSA + Grace Period EZ Receipts (PDF)

Preview / Download

Flyer

DCFSA + Grace Period Spanish EZ Receipts (PDF)

On Demand Webinars

Webinar

DCFSA: Turn caregiving into tax savings

10 min watch

Videos

Video

What is a DCFSA?

6 min watch

Articles

Article

Considering a DCFSA? Here are 5 rules you need to know

Article

Paying the babysitter and 5 other ways to save with a DCFSA

Help Center

DCFSA Help Center

Online Guide

DCFSA Online Guide

DCFSA QME List

DCFSA Qualified Medical Expenses

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

Standard Grace Period Carryover

LPFSA | Limited Purpose Flexible Spending Account

All LPFSA Standard Materials

Flyers

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Flyer

LPFSA Standard (Digital)

Preview / Download

Flyer

LPFSA Standard (PDF)

Preview / Download

Flyer

LPFSA Standard Spanish (PDF)

Preview / Download

Flyer

LPFSA Standard EZ Receipts (PDF)

Preview / Download

Flyer

LPFSA Standard Spanish EZ Receipts (PDF)

On Demand Webinars

Webinar

LPFSA: A tax-free dental and vision addition to your HSA

10 min watch

Webinar

HSA and LPFSA savings

17 min watch

Presentations

Download

Presentation

A tax-free dental and vision addition to your HSA

Videos

Video

What is an LPFSA?

12 min watch

Articles

Article

Top 10 ways to spend your LPFSA

Article

Level up your health savings: Pairing LPFSA with HSA

Help Center

LPFSA Help Center

Online Guide

LPFSA Online Guide

LPFSA QME List

LPFSA Qualified Medical Expenses

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

All LPFSA Grace Period Materials

Flyers

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Flyer

LPFSA + Grace Period (Digital)

Preview / Download

Flyer

LPFSA + Grace Period (PDF)

Preview / Download

Flyer

LPFSA + Grace Period Spanish (PDF)

Preview / Download

Flyer

LPFSA EZ Receipts Grace Period (PDF)

Preview / Download

Flyer

LPFSA EZ Receipts Grace Period Spanish (PDF)

On Demand Webinars

Webinar

LPFSA: A tax-free dental and vision addition to your HSA

10 min watch

Webinar

HSA and LPFSA savings

17 min watch

Videos

Video

What is an LPFSA?

12 min watch

Articles

Article

Top 10 ways to spend your LPFSA

Article

Level up your health savings: Pairing LPFSA with HSA

Help Center

LPFSA Help Center

Online Guide

LPFSA Online Guide

LPFSA QME List

LPFSA Qualified Medical Expenses

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

All LPFSA Carryover Materials

Flyers

View / Share

Flyer

LPFSA + Carryover (Digital)

Preview / Download

Flyer

LPFSA + Carryover (PDF)

Preview / Download

Flyer

LPFSA + Carryover Spanish (PDF)

Preview / Download

Flyer

LPFSA + Carryover EZ Receipts (PDF)

Preview / Download

Flyer

LPFSA + Carryover Spanish EZ Receipts (PDF)

On Demand Webinars

Webinar

LPFSA: A tax-free dental and vision addition to your HSA

10 min watch

Webinar

HSA and LPFSA savings

17 min watch

Videos

Video

What is an LPFSA?

12 min watch

Articles

Article

Top 10 ways to spend your LPFSA

Article

Level up your health savings: Pairing LPFSA with HSA

Help Center

LPFSA Help Center

Online Guide

LPFSA Online Guide

LPFSA QME List

LPFSA Qualified Medical Expenses

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

Standard HRA Pays First Shared HRA Member Pays First

HRA | Health Reimbursement Arrangement

All HRA Standard Materials

Flyers

Preview / Download

Flyer

PDHRA Flyer (PDF)

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Flyer

HRA Standard (Digital)

Preview / Download

Flyer

HRA Standard (PDF)

Preview / Download

Flyer

HRA Standard Spanish (PDF)

On Demand Webinars

Webinar

HRA the easy way

5 min watch

Presentations

Download

Presentation

HRA the easy way

Articles

Help Center

HRA Help Center

Online Guide

HRA Online Guide

HRA QME List

HRA Qualified Medical Expenses

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

Flyers

Preview / Download

Flyer

HRA Pays First

Preview / Download

Flyer

HRA Pays First + Auto Pay Member

Preview / Download

Flyer

HRA Pays First + Auto Pay Member + Card

Preview / Download

Flyer

HRA Pays First + Auto Pay Provider

Preview / Download

Flyer

HRA Pays First + Auto Pay Provider + Card

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Flyer

HRA Pays First + Card

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Flyer

HRA Pays First + Card (Non-integrated)

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Flyer

HRA Pays First + Claims Integration

Preview / Download

Flyer

HRA Pays First + Self Directed

On Demand Webinars

Webinar

HRA the easy way

5 min watch

Articles

Help Center

HRA Help Center

Online Guide

HRA Online Guide

HRA QME List

HRA Qualified Medical Expenses

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

Flyers

Preview / Download

Flyer

Shared HRA + Auto Pay Member

Preview / Download

Flyer

Shared HRA + Auto Pay Provider

Preview / Download

Flyer

Shared + Self Directed

On Demand Webinars

Webinar

HRA the easy way

5 min watch

Articles

Help Center

HRA Help Center

Online Guide

HRA Online Guide

HRA QME List

HRA Qualified Medical Expenses

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

Flyers

Preview / Download

Flyer

HRA Member Pays First

Preview / Download

Flyer

HRA Member Pays First + Auto Pay Member

Preview / Download

Flyer

HRA Member Pays First + Auto Pay Provider

Preview / Download

Flyer

HRA Member Pays First + Self Directed

On Demand Webinars

Webinar

HRA the easy way

5 min watch

Articles

Help Center

HRA Help Center

Online Guide

HRA Online Guide

HRA QME List

HRA Qualified Medical Expenses

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

Transit & Parking Transit Parking

Commuter

All Commuter Transit and Parking Materials

Flyers

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Flyer

Commuter Transit + Parking (Digital)

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Flyer

Commuter Transit + Parking (PDF)

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Flyer

Commuter Transit + Parking Spanish (PDF)

Emails

Preview / Download

Commuter Benefits Employee Email

On Demand Webinars

Webinar

Commuter: The smartest way to get to work

6 min watch

Presentations

Download

Presentation

Commuter: The smartest way to get to work

Articles

Article

Considering commuter benefits? 5 things you need to know

Help Center

Commuter Help Center

Online Guide

Commuter Online Guide

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

All Commuter Transit Materials

Flyers

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Flyer

Commuter Transit (Digital)

Preview / Download

Flyer

Commuter Transit (PDF)

Preview / Download

Flyer

Commuter Transit Spanish (PDF)

Emails

Preview / Download

Commuter Benefits Employee Email

On Demand Webinars

Webinar

Commuter: The smartest way to get to work

6 min watch

Articles

Article

Considering commuter benefits? 5 things you need to know

Help Center

Commuter Help Center

Online Guide

Commuter Online Guide

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

All Commuter Parking Materials

Flyers

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Flyer

Commuter Parking (Digital)

Preview / Download

Flyer

Commuter Parking (PDF)

Preview / Download

Flyer

Commuter Parking Spanish (PDF)

Emails

Preview / Download

Commuter Benefits Employee Email

On Demand Webinars

Webinar

Commuter: The smartest way to get to work

6 min watch

Articles

Article

Considering commuter benefits? 5 things you need to know

Help Center

Commuter Help Center

Online Guide

Commuter Online Guide

Guided Tours

Member Guided Tour

Toggle Through Benefit Accounts

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