In the Health Savings Account market, there are numerous entities involved.
- Individual & Family Account Holders
- Employees
- Employers
- HDHP Carriers/TPAs
- Custodians
- Plan Service Providers
Everyone has a strategic role to play … but how do they fit into the big picture?
The patent-pending platform of HSAToday® embraces everyone’s role, and also recognizes that the Account Holder, Employer, Carrier, and Custodian all need the expertise of an independent HSA expert.
Who else is going to work with the insurance agent to design the right plan for the group or help them understand how an HSA can work with a Cafeteria Plan, an HRA, or a Limited-Purpose FSA? Who else is going to certify the eligibility of expenses or perform contribution management to guard against over-contributions? Who else can manage monthly contributions to multiple custodians?
There is a very important role missing in all the other HSA solutions …
The Plan Service Provider
