The Definitive Guide to Calculating a Maximum HSA Contribution

How to Increase Account Utilization and Satisfaction by Maximizing Contributions & Avoiding the IRS Excise Tax

shape-lines-red

Increase employee contributions and account satisfaction.

Download our guide to support and equip employees with the tools needed to calculate a maximum HSA contribution after a mid-year change.

  • blue-reporting

    Define QLEs

    Familiarize employees with Qualifying Life Events (QLEs) that result in mid-year plan changes.

  • mint-check mark

    Maximize HSA Contributions

    Empower employees with step-by-step worksheets to calculate prorated HSA contributions.

  • purple-satisfaction

    Increase Account Satisfaction

    Educate employees to avoid excess contributions, taxes, and IRS penalties.

Download Guide

Enter in your information below to get access to our guide. All fields are required.