February 2026 Advisor Newsletter
- Hailey Dirk
- 32 minutes ago
- 2 min read
In this Issue of Our myHSA Advisor Newsletter
🎙️ Our latest podcast episodes
💵 New plan option: Expense Carryover
In case you missed it
We know December and January can be intense for our advisors and important updates can get buried during renewals. Here’s a quick recap of a few updates you may have missed.
🎙️ New podcast episodes
We’ve released new episodes of Beyond the Plan, covering topics advisors like you are navigating.
Jessica Chalk and Carly Malo (myStoria) unpack systemic challenges in Canada’s fertility system, and how advisors and employers can better support employees navigating fertility care.
A conversation with Dr. Sandra Primiano (Dialogue) on the mental health impact of high-pressure seasons for both advisors and plan members.
Dr. Zia Poonja (MyHealthspan) explores longevity testing, biomarkers, and where this space fits into the future of benefits.
Catch up on our latest episodes on Apple Podcasts, Spotify, and YouTube.
💵 New plan option: Expense Carryover
Expense Carryover allows employees to use their current-year balance to pay for eligible expenses from the previous plan year. This adds more flexibility for employees and employers when managing benefit claims, especially for larger, less frequent expenses.
Let's say an employee incurs a claim at the end of December, but they were too busy to submit it until they got back to work in January (assuming their plan runs from January to December). With Expense Carryover, the employee’s unused balance from 2025 will not roll forward. Instead, they can use their new 2026 balance to pay for that December 2025 expense and any other expenses from the previous year, for the entirety of the current year.
This feature will be available as an alternative to Balance Carryover when setting up a plan. To learn more about how Expense Carryover works and how to set it up, check out our article below.
