Company Plan Administrator

Quick Start Training (Video)

• Group Plan Administrator Series
• Individual Plan Administrator Series

Get Started

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

Employee and Dependent Coverage

• Add a new employee
• Add a new employee (only flex accounts)
• Add employee: Hire date, waiting period (detail)
• Delete 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