June 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 client information, and how their clients and plan members can do the same.
Important Notices for June
Beat the Renewal Rush
Meet with your clients ahead of time to schedule changes that are to happen at renewal. Most plan changes can be scheduled early, so they happen automatically at renewal! To learn how to schedule changes ahead of time, please reach out to us at email@example.com.
Updates from the CRA
Click here to read more on the update of the eligibility of Reproductive Technologies
Can Shareholders have an HSA?
There’s a lot of noise around this, I think it’s time we clarify our thoughts. First, a disclaimer – we are not accountants, the client’s accountant should have the final say when it comes to their client’s plan design. If the CRA comes knocking on the door, the accountant will be defending the plan and the shareholder’s participation
To share with your clients
Exclusively for our valued Advisor network. Look here in each newsletter for featured content from myHSA and our other trusted sources that you can send to your clients who may not quite "get" HSA's, WSA's or flex plans just yet.
We even have a new "Employer Resources" section where we will be publishing new content to help educate businesses on the benefits of different plans.