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HSA engagement a year-round commitment

With last years open enrollment season fading into memory, it would seem like a good time to move on to other business. But that would be a mistake. The reality is that your clients need you more than ever particularly if they introduced a high-deductible health plan with health...

By Karli Dunkelberger | Updated on April 01, 2011

With last year’s open enrollment season fading into memory, it would seem like a good time to move on to other business. But that would be a mistake. The reality is that your clients need you more than ever — particularly if they introduced a high-deductible health plan with health savings accounts to their work force. Educating employees about HSAs isn’t over when open enrollment season ends.

It’s a good idea after the plan year has started to assist your clients by providing follow-up information or even hosting question-and-answer sessions to help employees become comfortable with planning, saving and paying for qualified medical expenses with their HSAs. By communicating steadily, employers can achieve higher employee satisfaction. And, by helping employers do that, you’ll demonstrate your value as a trusted advisor and resourceful consultant.

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