Tax-Advantaged Accounts toolkit
The Tax-Advantaged Accounts toolkit includes resources for employers to share with their employees so they can better understand — and get the most from — their benefits through the Board of Pensions. See more toolkits.
Materials in this toolkit can help employers who would like to offer tax-advantaged plans. You can also share materials with employees to help them use and manage these accounts. Employees can find additional information about tax-advantaged accounts from HealthEquity in Member guidance.
Managing your tax-advantaged account flyer
This flyer details how employees can manage their tax-advantaged account through the HealthEquity website and mobile app.
Managing your tax-advantaged account flyer
Tax-advantaged accounts newsletter items
Use this content in your internal newsletter or email it to your employees who are enrolled in tax-advantaged accounts from HealthEquity.
Tax-advantaged accounts newsletter items
Sample session resolution and salary reduction agreement
This sample session resolution and salary reduction agreement (presented as Word documents) are intended to assist employers that wish to establish and offer tax-advantaged plans. We recommend consulting with your tax adviser when adopting any tax-advantaged plan.