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  2. Company Plan Administrator

Company Plan Administrator

Manage the account, learn about funding and be able to answer the questions your employees ask.

Quick Start Training (Video)

  • Group Plan Administrator Series
  • Individual Plan Administrator Series
  • Business Owner Tax Advantage Guide

Get Started

  • Spending Account Benefit Overview (Company)
  • Set-up a PA password
  • Common Questions You'll Get From Employees

Employee and Dependent Coverage

  • Adding an employee
  • Add a new employee (only flex accounts)
  • Add employee: Hire date, waiting period (detail)
  • Remove an employee
  • Temporarily suspend employee coverage
  • Add dependents
See all 8 articles

Funding

  • How to submit funds
  • Troubleshooting: How to make sense of the shortfall
  • Troubleshoot: What claims got reimbursed?
  • How fast do claims get reimbursed?

Plan Set-up

  • Editing HSA Benefit Categories
  • Editing LSA Credits
  • Carry-Forward Definitions

Reports

  • Access Benefit Utilization
  • Access Financial Invoices
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