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Advisor Education
Research

10 Years of myHSA

Reflecting on a decade of myHSA: from the first spending account sale in 2013 to building an exceptional team and lasting legacy in Canadian employee benefits.

myHSA
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Advisor Education
Research

2024 Predictions

I do love trying to have fun at the end of the year to see what I think may change or be upcoming for the new year but like usual in the benefits industry, I think that in many ways it will be status...

myHSA
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Health Spending Account
Insights

The Benefits of Promptly Submitting HSA Claims

In the realm of employee benefits, Health Spending Accounts (HSAs) have become indispensable tools for fostering individual well-being. HSA’s offer flexibility and financial support beyond...

myHSA
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Newsletters
News

November 2023 Advisor Newsletter

myHSA's upgraded chat feature is live, the company achieves SOC 2 Type 2 certification, and a look at what's coming next for advisors and plan admins.

myHSA
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Advisor Education
Research

Sage Advice

We have been quiet about this, but now we are ready to stand on the rooftops and tell everyone - we upgraded our chat feature, and it's amazing! The possibilities to serve our client base better and...

myHSA
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Advisor Education
Research

What do Tesla, Apple, Amazon, and myHSA have in common?

They all measure customer loyalty using the Net Promoter Score. Here's what myHSA learned from its latest NPS survey across advisors, plan admins, and employees.

myHSA
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Advisor Education
Research

myHSA is now SOC 2 Type 2 Certified

myHSA has achieved SOC 2 Type 2 certification, demonstrating its ongoing commitment to security, privacy, and confidentiality across the platform.

myHSA
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Advisor Education
Research

Looking Beyond the Surface of Benefits

Every year, the Sanofi/Benefits Canada survey sparks excitement in the benefits industry, a feeling that I vividly recall from my early career days. For many professionals, dissecting every section...

myHSA
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Newsletters
News

October 2023 Advisor Newsletter

Every year, the Sanofi/Benefits Canada survey sparks excitement in the benefits industry, a feeling that I vividly recall from my early career days. For many professionals, dissecting every section...

myHSA
Updated on:
Advisor Education
Research

Coordinating Insurance with an HSA

Health coverage is like peanut butter. You want to make sure it’s spread out as much as possible, otherwise, you might just take a bite of plain bread or, pay out of pocket for a health claim that...

myHSA
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Newsletters
News

September 2023 Advisor Newsletter

Steve McEwan reflects on balancing automation in business operations, and myHSA announces its SOC 2 Type 2 certification and upgraded live chat feature.

myHSA
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Advisor Education
Research

Balancing Automation in Business Operations

As an entrepreneur, I occasionally like to take a detour from discussing the benefits of our services and instead share my personal experiences and lessons learned along the way. Due to some changes...

myHSA
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Advisor Education
Important Information
Research

Understanding the Difference Between Utilization and Engagement

The Utilization Report and Bank Rec Report in myHSA serve distinct purposes — here's how to read each one to better understand your clients' benefit plan performance.

myHSA
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myFlexplan
Advisor Education
Insights

Switching from myHSA to myFlexplan

Switching a client from myHSA to myFlexplan is easier than it sounds — and there's no difference in admin fees. Here's how to make the transition smoothly.

myHSA
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myFlexplan
Insights

myFlexplan Allocation: A Complete Guide

A complete guide to the myFlexplan Allocation process — what it means, how employees choose where their funds go, and the options available including RRSP and TFSA.

myHSA
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