HSA/FSA/HRA Benefit Accounts Administration
Specialized tools for benefits accounts management
Tax-Advantaged Account Administration
with Lots of Benefits
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