1. How to use this presentation:
Copy and paste the slides into your overall open enrollment presentation.
If a slide has a video on it, simple click the video and the video will pop up in your browser.
To increase your enrollment rate, we recommend that you put these slides after you discuss medical, vision and dental. Some employees may have sticker shock and these benefit programs will help elevate the stress.

2. HEALTH SAVINGS ACCOUNT

3. What is an HSA?
A health savings account (HSA) is like a personal savings account for medical expenses for you, your spouse or tax dependent.

4. How much you can contribute:
$3,550 for self
$7,100 for family
Key Features
Triple tax savings: contributions, investment growth, and qualified withdrawals are tax free
Any money you put into your HSA reduces your federal income by that amount
Your HSA is yours to keep forever, even if you switch health plan, jobs or retire
Once you have a minimum of $1,000 in your HSA, you can choose to invest your funds using 13 mutual fund investment options
You can pass HSA money to your heirs
Your money rolls over year to year and can be invested for long-term growth

5. Eligible Expenses Include:

6. Deductibles . Copays . Prescriptions

7. Teeth Cleaning

8. LASIK . Glasses . Contact Lenses

9. Band-aids . Sunscreen . And much more.

10. HSA Eligibility:
Must be enrolled in an HSA-qualified High-Deductible Health Plan (HDHP)
Cannot be covered by any other insurance that reimburses for health expenses (including a medical FSA)
Cannot be enrolled in any part of Medicare or Medicaid
Cannot be claimed as a dependent on another person’s tax return

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12. Questions?