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.
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myFlexplan
Advisor Education
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.
Important Information
Insights
Defining Dependents
Clearing up who qualifies as a dependent under a Canadian HSA: spouses by marriage or common-law, and relatives by blood or adoption who are financially reliant and living with the employee.
Advisor Education
Research
Inflation and Health Spending Accounts
Inflation raises the cost of health expenses, but HSA allowances stay fixed unless you adjust them — here's why advisors should be raising this in every renewal conversation.
Newsletters
News
April 2023 Advisor Newsletter
How inflation affects HSA spending account limits, plus important April notices including grace period reminders and upcoming advisor events.
Newsletters
News
March 2023 Advisor Newsletter
Clearing up the CRA's 10% rule for HSAs, a social media reminder, and important notices for advisors heading into the busier spring renewal season.
