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Benefits Administration

HSA Administration

CPI-HR’s Health Savings Account (HSA) Administration puts the power in the hands of the participant.  

HSAs allow consumers to pay for qualified medical expenses with pre-tax dollars and save for retirement on a tax-deferred basis.   An HSA is used in conjunction with a high-deductible HSA compatible health insurance plan to make health care more affordable and to save for retirement.

CPI-HR's HSA Administration service offers 24/7 web access to allow you to do the following:

  • Single sign-on web portal
  • Process contributions, setup accounts, view tax forms and notifications, and certify submitted expenses
  • Self-manage with abilities to submit receipts for certification, make withdrawals and contributions, enroll online, access statements, update personal and plan information, manage investments, and use the HSA calculator
  • View online contributions and view account information

HSA Debit Card

Investments

  • Account Holders can invest their HSA dollars in multiple bins
  • We offer investment prospectus, RIA developed lifestyle models and detailed investor statements
  • View, print and fill out tax forms online

Security

  • Secure single sign-on portal, for 24 hour a day access to accounts and account information
  • MCC restricted and IIAS integrated debit card prevents tax penalties for ineligible uses
  • We perform the Office of Foreign Assets Control Identification service check and manage the results

Custodian

National Advisors Trust is our authorized Trustee or Custodian.

National Advisors Trust

Request a Quote today!

COBRA

Administration overview

FSA

Flexible Spending Account Administration

Debit Card

FSA/HRA/HSA capabilities

HRA/Split Funding

Health Reimbursement Arrangements

 
Smart Debit Card

Benefits Administration
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