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
Healthcare FSAs
Dependent Daycare FSAs
Limited Purpose FSAs
Health Reimbursement Arrangements
Health Savings Accounts
- 2026 Employee Guide to HSAs
- HSA FAQ’s for employees 2026
- HSA Eligible and Ineligible Expenses
- HSA Investment List – 4Q2025
- HSA Portal QuickStart Guide
- HIPAA Authorization Form
- HSA Goal Calculator
- Health Savings Account vs. Traditional Health Plan Calculator
- HSA Tax Forms Info Sheet for 2025 Taxes
HSA Forms Library:
Commuter Benefits — Mass Transit and Parking Accounts
Section 125 Cafeteria Plans
Lifestyle Spending Accounts – Post-Tax LSAs
Educational Assistance Accounts -Section 127 Plans
Quick Information
Education and Additional Resources:
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Official IRS Regulations & Publications
IRS Publication 969: IRS Publication detailing rules governing HSAs, FSAs and HRAs
26 CFR § 1.125-4: Federal Regulations governing mid-year election changes within Section 125 Flexible Benefit Plans
IRS Publication 502: IRS Publication defining expenses eligible for reimbursement from FSAs, HSAs and HRAs
IRS Publication 503: IRS Publication detailing rules governing Dependent Care FSAs
IRS Notice 2006-69: IRS rules detailing third-party substantiation requirements for FSA Debit Cards
Instructions for Forms 1094-B and 1095-B: Annual reporting of group health plan coverage for self-insured plans sponsored by employers that were not Applicable Large Employers for the reporting year
Instructions for Forms 1094-C and 1095-C: Annual reporting of group health plan coverage for employers that were Applicable Large Employers for the reporting year.
Form 720 Instructions: 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.
Instructions for Form 5500: Annual reporting for group health plans with more than 100 participants.