Providing clarity for HSA-eligible health plans and HSAs before annual enrollment

Annual enrollment can be confusing for employees. But all it takes are simple, personalized communications to breakdown the benefits they can take advantage of, including the HSA-eligible health plan and Fidelity HSA®.


FIDELITY-DEPLOYED EMAIL CAMPAIGN Email campaign providing targeted education to employees who may benefit from taking action during annual enrollment.
EDUCATIONAL RESOURCES Off-the-shelf materials for you to leverage before and during annual enrollment to provide additional education and support for your employees.
  • Brochure: HSA Reference Guide Download English | Coming soon: Download Spanish
  • Flyer: 4 Things to Know About an HSA Download
  • Checklist: Learn about the benefits of your HSA Download
  • Worksheet: Make a plan for HSA Download
  • Guidebook: Annual Enrollment Guidebook View toolkit
  • On-demand workshop: Exploring the Benefits of an HSA-eligible Health Plan and HSA Watch
PROMOTIONAL MATERIALS Digital and printable materials for you to download and utilize around Annual Enrollment directing employees to learn more on our educational microsite.
PRE-LOGIN MICROSITES These sites provide educational content as well as tools and resources to educate your employees and support their health plan decision-making.
  • HSA-eligible health plan + HSA microsite Visit
  • Breaking Down Health Care microsite for young employees Visit

By using these communications, you represent that you are an authorized representative of the organization for which you are copying, distributing, posting, or otherwise using the Fidelity-prepared communications attached here, and you accept these terms and conditions on behalf of the organization.

For plan sponsor use only.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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