Category Archives: DCAPs

April 15th is Tax Day

HSA Tax Forms, Facts, and Rules to Know

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Published on 22 Feb 2017 By Andrew Gertz

The significant tax benefits HSAs offer require certain IRS reporting. In this post, we outline the HSA-related tax documents, forms, and other tax issues you should know.

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Health Care Legislation: Meet the Health Savings Act & Other News

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Published on 17 Feb 2017 By Andrew Gertz

This week in our health care legislative news round-up: DOL Fiduciary Rule Inches Closer to a Delay, Rep. Tom Price Officially Secretary of Health and Human Services, and much more

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7 HSA Benefits to Fall in Love With

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Published on 14 Feb 2017 By Andrew Gertz

There's a lot to love about health savings accounts. In this post we look at seven HSA benefits driving growing adoption among workers and ultimately behind all the warm, fuzzy feelings.

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Health Care Legislative Round-Up: Week of February 6, 2017

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Published on 10 Feb 2017 By Andrew Gertz

This week in our health care legislative news round-up: DOL Fiduciary Rule Inches Closer to a Delay, Rep. Tom Price Officially Secretary of Health and Human Services, and much more

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Tom Price, HSAs, and the Changing Legislative Health Care Landscape

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Published on 10 Feb 2017 By Jennifer Best

Tom Price, the recently confirmed Health and Human Services Secretary, has been a proponent of expanding the role of HSAs. Learn how this could impact potential Affordable Care Act replacements.

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Prepare for Retirement Health Costs with the Health Care Stack

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Published on 01 Feb 2017 By Trisha Paine

Get to know the Health Care Stack -- an efficient way to save for health and lifestyle retirement costs by combining tax-advantage accounts like HSAs, FSAs, 401(k)s, and more.

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Use Pre-Tax Commuter Benefits to Catch an Uber Ride

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Published on 24 Jan 2017 By Jamie Janvier

While it’s not “Carpool Karaoke,” these pre-tax commuter savings are certainly worth singing about. Uber has extended its uberPOOL program—which allows riders to use their commuter benefits debit card to pay for shared rides to and from work—to more than a dozen major cities, with an even better range of providers, including our own partner,...

Donald Trump Favors HSA Expansion Bigly

How HSA Contributions and Rules May Expand Under Trump, GOP Congress

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Published on 19 Jan 2017 By Andrew Gertz

Last week, Congress took the first steps on the road to repealing the Affordable Care Act (“ACA”) by passing a budget resolution and setting up a process to dismantle portions of the ACA. Now Americans wait to see what will emerge to replace Obamacare and reshape the U.S. health care landscape. All signs point to...

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3 Tips for Easily Complying with IRS FSA Rules

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Published on 12 Jan 2017 By Andrew Gertz

When I first opened a flexible spending account (FSA), I was hesitant to do so. There were a few reasons why – including not being sure how much I should contribute and concern about the “use it or lose it” aspect of the plan – but one of the biggest concerns I had was documentation....