In this Issue of Our myHSA Advisor Newsletter 🔄 Switching plans mid-year

☀️ Manage seasonal employee plans 📈 Getting ready for group benefits renewals

💸 Updated advisor resources available!

⌛ It’s officially closer to 2026 than it is to 2024... 🤯

What are you doing now to prep for the end-of-year rush?

It’s the perfect time to review your clients’ utilization and start brainstorming ways to engage employees for the rest of the year.

Read through this issue of our myHSA Advisor Newsletter to get started.

🔄 Switching plans mid-year — Is your client ready to make the switch from a HSA to myFlexplan? It’s a great option for your clients whose needs have changed or who are ready to have more flexibility.

If you want to make the switch, now is the time. Before you know it, we’ll hit a point in the year where it might be best to wait for renewals. Find the guide below.

Change from a myHSA to myFlexplan ☀️ Managing seasonal employees

When is a distribution schedule a good fit for your clients?

Seasonal employees : Protect your client while incentivizing employees to join and return next season.

First-year employees : Don't put all your eggs in one basket—if a new hire doesn’t stay the full year, the employer hasn’t overcommitted.

Hourly employees : Align benefits with hours worked.

Check out the article below to get started.

About Distribution Schedules 📈 Navigating group benefits renewals

Facing premium increases can be challenging during group benefits renewals. myASO is a great alternative. Employers can carve out specific benefits from a traditional group insurance plan (like eye care or dental) and self-insure them.

Employees get the same coverage they’re used to, and the business stays financially efficient. Ready to get started?

Email our Account Executive Kyle

💸 Updated materials now available!

Starting in August , reimbursements will also be processed on Mondays. We've updated advisor resources to reflect this change—find them now in our

Resource Centre .

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