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Resource Library

As the complexity and cost of healthcare have skyrocketed, many Americans have found themselves lost in a whirlwind of acronyms and misperceptions about what health coverage is best for them. To help employers and employees with awareness of plan offerings, we have a robust resource center filled with educational materials to help further educate on Consumer Driven Health Care solutions.

Guides, FAQs, and Forms

Flexible Spending Accounts



Health Savings Accounts



Section 125 Cafeteria Plans


Lifestyle Spending Accounts – Post-Tax LSAs


Educational Assistance Accounts -Section 127 Plans


Education and Additional Resources:

FSA Store

Resources and Shopping for FSA and HSA Eligible Items – Easy and Fast!

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Official IRS Regulations & Publications

IRS Publication detailing rules governing HSAs, FSAs and HRAs

Federal Regulations governing mid-year election changes within Section 125 Flexible Benefit Plans

IRS Publication defining expenses eligible for reimbursement from FSAs, HSAs and HRAs

IRS Publication detailing rules governing Dependent Care FSAs 

IRS rules detailing third-party substantiation requirements for FSA Debit Cards

Annual reporting of group health plan coverage for self-insured plans sponsored by employers that were not Applicable Large Employers for the reporting year 

Annual reporting of group health plan coverage for employers that were Applicable Large Employers for the reporting year

Annual report for employers that sponsor HRAs and self-insured group health plans to file and pay their required Patient Centered Outcomes Research Institute (PCORI) fee.

Annual reporting for group health plans with more than 100 participants