Explore the Platform
HSA/FSA/HRA Benefit Accounts Administration
Specialized tools for benefits accounts management
Tax-Advantaged Account Administration
with Lots of Benefits
PlanSource offers fully managed tax-advantaged benefit accounts, including Health Saving Accounts (HSAs), Flexible Spending Account (FSAs) and Health Reimbursement Accounts (HRAs) that add value to your benefits program and reduce your payroll tax obligations.

Benefit Accounts Product Details

Download an overview of our HSA/FSA/HRA Administration add-on service to see how you can save by outsourcing your benefit account administration to PlanSource.

Open Enrollment Planning Playbook

Download our complete OE planning playbook for tips, timelines, templates and more that’ll make your next open enrollment period your most successful yet.

On-Demand Webinar

Hear first-hand why Strategic Materials decided to outsource their benefits and how they maximized HR efficiency and optimized their employee communications as a result.
Make things easy with outsourcing

Stay Focused

We’ll manage the process from end-to-end, so you can stay focused on your business

Improve Data Accuracy

PlanSource will ensure that benefit account data is synced with your employees’ accounts

Enhanced Experiences

Our benefits experts will answer employee questions about their accounts

Increased Control

With money that belongs to them, employees have more control over their healthcare.

Competitive Benefits

With flexible options, employers can attract all-star talent with compelling benefits

Payroll Tax Savings

With higher pre-tax employee contributions, employers pay less in payroll taxes
Why Offer Employee Benefit Accounts?
Benefit accounts – also known as Consumer-Directed Healthcare (CDH) accounts – allow pre-tax money to be set aside for eligible expenses that might not be fully covered under traditional health plans.

Online Reimbursement

Request reimbursement and provide receipts

Online Account Management

View account balance and transaction history

Mobile App

Manage accounts and submit reimbursement requests

Contact Center Assistance

Get answers to questions about reimbursements, card status, etc.

Benefit MasterCards

Use one MasterCard for all benefit accounts

Dependent MasterCards

Request additional cards for eligible dependents

Educational Tools

Calculate tax savings and access list of eligible expenses

Online FSA/HSA Store

Get answers to questions about reimbursements, card status, etc.

Get a Demo