HSA Employer Resource Center

Materials and resources for HSA administrators, all in one place.

This resource center is designed to support HSA program administrators. Below you will find on-demand materials that have been created to assist you with everything from daily operations, to planning for annual enrollment, and more.

HSA Administration and Operations

THE
FUNDAMENTALS

Whether you're new to administering your HSA program, or are simply looking for a refresher, the information below can help you get started. Get an overview of the basics as well key administrative processes.

Resources To Help You Get Started
Fidelity HSA Administrative Reference Guide
Fidelity HSA Resource Listing For Plan Sponsors
HSA Basics Overview (4 min. video)
Encouraging HSA Adoption (8 min. video)

Year End Requirements and Annual Enrollment Updates
Year End Tasks and Key Dates Guide
Guide to Data Files for Year End Activities
HSA Annual Enrollment and Year End (8 min. video)

ADMINISTRATION
AND OPERATIONS

Learn more about HSA operations with deep dives into specific topics such as required employee data, opening an HSA, processing payroll contributions, reporting, and more.

Employee Information and Account Opening
HSA Maintaining Employee Information (4 min. video)
Submitting an Enrollment File (4 min. video)
HSA Account Opening Methods (5 min. video)
HSA Account Opening with DocuSign (7 min. video)

HSA Contributions
HSA Managing Contributions (6 min. video)
Submitting a Contribution File (4 min. video)
HSA Contribution File Process Job Aid
How to Apply Funding (4 min. video)
HSA Holding Account (7 min. video)



HSA Employee Engagement and Education

HELPING
EMPLOYEES MAKE
THE MOST OF THEIR
HSA

Get comprehensive insight into the numerous tools that employees are provided to help them manage and maximize their HSA goals.

HSA Spending (5 min. video)
HSA Saving and Investing (8 min. video)


EMPLOYEE
COMMUNICATIONS

Explore our resources and communications programs that help educate and engage employees throughout their HSA journey.

HSA Employee Engagement and Education Resources
HSA Microsite For Employees



Other Resources

Fidelity offers Reimbursement Accounts as part of its overall health and benefits accounts solution. If your organization has reimbursement account service(s) with Fidelity, you can easily navigate to the associated pages below.

REIMBURSEMENT
ACCOUNT
RESOURCES

Reimbursement Accounts Employee Engagement and Education

Investing involves risk, including the risk of loss.

For plan sponsor and investment professional use only.

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

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