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...
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Advisor Education
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.
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...
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.
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.
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.
Advisor Education
Research
Why NOT to Run an HSA In-House
There are MANY reasons why the responsibility of running a Health Spending Account, Wellness Spending Account and/or Flexible Spending Account should be left in the hands of the experts (us!). Keep...
Newsletters
News
August 2023 Advisor Newsletter
A renewal-ready content refresh covering HSAs for sole employees, METC vs HSA, the 10% rule, defining dependents, and more essential advisor resources.
Newsletters
News
July 2023 Advisor Newsletter
Introducing myASO — the plan option many advisors haven't heard of — plus an upcoming interactive webinar series on HSA basics and positioning.
Advisor Education
Research
Access to Insurance Information
We recently conducted a third-party survey with some of our advisors where we asked what they liked and disliked about myHSA. Many advisors shared that they appreciate the self-serve access to...
Newsletters
News
June 2023 Advisor Newsletter
We recently conducted a third-party survey with some of our advisors where we asked what they liked and disliked about myHSA. Many advisors shared that they appreciate the self-serve access to...
Advisor Education
Research
Human Centered Customer Service
myHSA's secret weapon is its live chat staffed by real humans — and it's the single biggest differentiator in a benefits industry dominated by wait times and automation.
Newsletters
News
May 2023 Advisor Newsletter
myHSA's human-centered live chat is its best investment — here's why real-time human customer service sets myHSA apart in a call-centre-heavy industry.
