HSA/FSA/HRA Administration
Tax-advantaged account administration with lots of benefits

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HSA/FSA/HRA Administration

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. 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.

What Are The Benefits of the Service?

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

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

With higher pre-tax employee contributions, employers pay less in payroll taxes

What’s Included in the Service?

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
Purchase OTC items at a discounted price with FSA and HSA dollars

What Types of Accounts Are Supported?

Health Care Flexible Spending
These plans allow employees to use pre-tax dollars to pay for medical expenses (full and limited purpose plans are supported).

Dependent Care Flexible Spending
These plans allow employees to use pre-tax dollars for child care, after school care, adult day care and summer day camps.

Parking and Transit Reimbursement 
These plans allow employees to use pre-tax dollars for commuting-related expenses, and are popular in metropolitan areas.

Health Savings Accounts (HSA)
Employees with a qualifying High-Deductible Health Plan (HDHP) can use pre-tax dollars for medical expenses.

Health Reimbursement Arrangements 
These plans are common with small employers and allow employees to use pre-tax dollars to pay for medical expenses.

Talk to our Experts About our Benefits Account Administration Service

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