We're here to help.

Health Savings Account (HSA)

POWERING HEALTH SAVINGS

A health savings account is a tax-advantaged bank account available to taxpayers who are enrolled in an (HSA) qualified high-deductible health plan (HDHP).

HSA TAX BENEFITS

HSAs offer triple tax benefits, making them one of the most tax advantaged accounts available.

DEPOSITS TO YOUR HSA ARE FREE OF FEDERAL INCOME TAX AND STATE INCOME TAX (IN MOST STATES INCLUDING LOUISIANA AND TEXAS)

INTEREST AND INVESTMENT EARNINGS, WITHIN THE ACCOUNT ACCUMULATE TAX FREE

ALL WITHDRAWALS FROM THE ACCOUNT SPENT ON QUALIFIED MEDICAL EXPENSES ARE TAX FREE

HSA Services

At CPI, we have chosen to partner with Lively to offer our clients HSA administration. By combining decades of experience with consumer-driven design and technological innovation, Lively provides employers and employees with transparency and a paperless, digital way to manage their health savings account.

MYCPI app allows employees to submit claims, view balances, and more easy claim submission (online, fax, or by mail).

HSA ADMINISTRATION SERVICES:

Single-Fee HSA
Proprietary industry first technology
Dedicated customer success account manager for all group sizes
Dedicated onboarding manager for all group sizes
MOBILE app to manage HSA account
Robust employer dashboard syncs with any payroll provider
Deductible tracker syncs with any insurance carrier
Access to real-time balance information, transfer
status updates, debit card activation, etc.

ADDITIONAL SERVICES: