Watch Webinar
Beyond the RFP: What Employers Should Really Be Asking HSA Vendors
Live Event
HSA providers can look similar on the surface. The real differences emerge when employees open their accounts, contribute through payroll, access or invest their funds, and manage their money after leaving the company.
Join Megan Burns, Lead Solutions Consultant at Benepass, and Sam Mitchell, President and CEO of Sentinel Group, for a practical conversation on how to evaluate the full HSA experience. We’ll explore the questions buyers often overlook, the operational friction that can affect adoption, and what employers should understand before selecting a provider.
What attendees will learn
- How to use HSA data to understand what employees value
- How to evaluate the employee journey, from enrollment and account opening through spending and investing
- How provider costs and fee structures affect employees
- What to ask about payroll contributions, funding, reporting, and reconciliation
- How to compare investment thresholds, fund options, education, and fees
- Which operational details can create hidden friction
- Best practices for program setup and FSA/HRA coordination
- Which questions to include in an HSA evaluation, RFI, or RFP
Speakers
Megan Burns
Lead Solutions Consultant
at
Benepass
Sam Mitchell
President and CEO
at
Sentinel Group