Invite Discussion
Even if in-person benefits presentations are not possible, it's helpful to connect over the phone or online to review this benefits option. This gives your employees a chance to ask questions and better understand their options.
TO PREP:
Schedule informational meetings
Share a presentation about HSAs
This simple presentation walks through HSA basics and includes hypothetical examples.
Provide more information about Further HSA investment options
Highlight the benefits of investing to maximize retirement savings.
Review our fact sheet
Before meeting, prepare to answer basic questions you may run into.
Provide the HSA worksheet
Whether the meeting is in-person or virtual, be sure to distribute the HSA worksheet. It shows employees how to estimate their potential costs and savings with an HSA. Using their own information, employees can explore how an HSA might work for them.