Employer Resource Center

OPEN ENROLLMENT 2024

HSA Communication Plans

Take advantage of these communication plans to ace enrollment and beyond. HSA education is the key to engagement and satisfaction, which leads to more savings for you (premiums and taxes) and a better HSA experience for your team.

HSA Resource Library

Use these resources to get your team up to speed on their spending accounts. Drop them onto your intranet or into your planned communications.

© Lively Inc. 2023

HSA Videos

Use these informative and quick-hitting videos to help employees learn the basics of HDHPs and HSAs. Add them to your intranet or share them by email.

1 MINUTE

Pairing an HSA with your HDHP

5 MINUTES

Understanding Health Savings Accounts

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5 MINUTES

Three Popular Ways to Use Your HSA

Open Enrollment: Resources to Maximize HSA Success

View this pre-recorded webinar for an informative, how-to session that will help you optimize 2021 Open Enrollment—whether virtual, in-person, or a mix of both. 

WATCH WEBINAR

OE Presentation Template

Customizable PowerPoint for OE and educational meetings.

Download

Lively’s Open Enrollment (OE) Resource Center is your go-to hub for communications support. Get the word out and drive stronger engagement with your employees—by email, in print, on social media, and through video.

First year offering an HSA

This is the first year you’re offering an HSA. Access this OE communications toolkit to help you max employee enrollment in your new HDHP plan.

DURING OPEN ENROLLMENT

Access Plan
  • Email Templates
  • HSA Infographic
  • Powerpoint Template
  • Top 5 Reasons to Choose an HSA Guide
  • Employee FAQs

Year 2 (and beyond)

Access this toolkit to help you effectively reach employees with and without HSAs if you’ve already been offering an HSA.

  • Email Templates
  • HSA Infographic
  • Powerpoint Template
  • Top 5 Reasons to Choose HSA Guide
  • Employee FAQs
Access Plan

HSA Enrollment Form 

Form to enroll employees in your HSA plan

Download

Top 5 Reasons to Choose an HSA

Simple, effective one-sheeter that’s perfect for OE.

Download

Frequently Asked HSA Questions

Answers the key questions employees ask at OE & beyond.

Access

Eligible HSA Expenses List

Covers the range of expenses qualifying for reimbursement.

Download

HSA 101

Features HSA basics and the main ways to use the account.

Download

Glossary of HSA and Insurance Terms Kit

Helps employees understand common terms with our kit.

Access

HSA Investments Overview

Covers the valuable investing features of Lively's HSA.

Download

LIVELY CUSTOMER SUCCESS

We're here to help

You work hard to design a successful benefits program. Our dynamic experience and engaging resources help you take it to the next level. And your Customer Success Team is here for you every step of the way. Contact them directly or email customersuccess@livelyme.com.

UPCOMING WEBINAR

Open Enrollment: Resources to Maximize HSA Success

Join us for an informative, how-to webinar that will help you optimize 2021 Open Enrollment—whether virtual, in-person, or a mix of both.

October 15, 2020 | 2:00pm ET / 11:00am PT

Register

Ongoing education

Educating employees doesn’t end with OE. Drive engagement and increase contributions (and tax savings) with a mid-year education campaign.

THROUGHOUT THE YEAR

Access Plan
  • Email Templates
  • Powerpoint Template
  • HSA Investing Guide
  • HSA Contribution Guide
  • Glossary of HSA and Insurance Terms

Employees without an HSA

Access Plan

Help employees who haven’t signed up for the HSA-qualified plan better understand the option to drive enrollment in next year’s open enrollment.

  • Email Templates
  • HSA Infographic
  • Powerpoint Template
  • Glossary of HSA and Insurance Terms

Open Enrollment Survival Guide

How to maximize employee engagement and satisfaction

Access

Common HSA and HDHP Myths 

Helps employees navigate common misconceptions

Download

HSA Contribution Calculator

See how much to contribute to HSA to meet personal goals

Calculate

Lively Mobile App

See how easy it is to manage HSAs and FSAs on the go

Download

Employee To Do List (NEW)

Help your employees stay organized this OE season.

Download

Admin To Do List    for OE (NEW)

Checklist of things to do to tackle OE successfully.

Download

Email Templates (NEW)

Educate employees about HDHP and HSAs.

Download