HSA Guidebook for Employers—Best Practices for Employee Engagement
Optum is the industry expert when it comes to engaging employees in their health saving and spending journey. Our proprietary consumer research led us to the creation of this insightful guidebook, designed to help you motivate employees to actively participate in saving and paying for their health care.
Open Enrollment Presentation – New Enrollees
An overview of HSAs geared toward new HSA enrollees during open enrollment.
Open Enrollment Presentation – Renewals
An HSA refresher for renewing members during open enrollment.
HSA Sample Welcome Kit
Includes a list of materials employees will be receiving from Optum Bank once an application has been received and processed and the HSA account has been opened.
Open Enrollment Checklist
Use this information during your benefit open enrollment period to help your employee’s HSA enrollment go as smoothly as possible.
HSA Communication Calendar
A snapshot of communication activities from Optum Bank that you can expect to help educate your employees.
Engagement Package by Stage
Optum has created engagement packages to help you engage your employees across the 5 stages of health saving and spending. These packages provide recommended tools and resources to help better educate your employees through each of the 5 stages.
Decide stage: Download this resource
Open stage: Download this resource
Use stage: Download this resource
Manage stage: Download this resource
Optimize stage: Download this resource
HSA Implementation Guide
This guide will help you setup and manage your health savings account (HSA) program with Optum Bank.
HSA Portal Registration Guide
This guide will help you sign up and use the Optum Bank employer portal.
HSA Contribution Guide
Learn about the different ways you can make contributions to your employee’s health savings accounts (HSAs).