June 2025 Advisor Newsletter
- Hailey Dirk
- 3 days ago
- 2 min read
In this Issue
🏳️🌈 Wealthsimple's flexible gender affirmation benefit plan with us
💳 Understanding our funding options (pay as you go and prefund)
📚 The NEW myHSA Academy—coming soon
🏳️🌈 Wealthsimple’s Flexible Gender Affirmation Plan with myHSA
This Pride Month, we're proud to recognize one of myHSA's most meaningful partnerships.
See how we work with Wealthsimple through a myASO plan to deliver a custom, private, and flexible Gender Affirmation benefit tailored to their employee needs—and learn how you can create a similar plan for your clients.
💳 Our Funding Options
Pay as You Go (Most Popular)
The Pay As You Go model is the default funding method for myHSA.
The company only pays when employees make claims—no upfront fees
Approved claims are processed through the week
This approach offers a simple, transparent option ideal for those wanting real-time payment alignment.
Prefund
Some of the key features of our prefund option are:
Flexible Schedules
Choose from annual, quarterly, or monthly funding schedules
Prefund Amount
Calculated as Projected Claims + Admin Fees + Taxes. Projected claims are based on 80% of the total company allowance
Reconciliation
Unused funds can be refunded or allocated to the following year. A one-time withdrawal will cover any deficits
Looking to discuss funding options for a client? Email myHSA accounting.
📚 The NEW myHSA Academy
We're our best when you're your best. That's why we're excited to announce the new myHSA Academy is coming soon. You'll be able to learn about:
Using the myHSA platform
Positioning myHSA plans and products Industry policies and regulations
Keep an eye on our newsletter for more information closer to our launch.
myHSA Help Articles
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