Optum Financial’s Broker Solutions: A Partnership That’s Truly Beneficial
Consumer-directed health care (CDH) is a vital part of the employee benefits mix. Employers are searching for a path to CDH — which offers flexibility and savings — and are looking to a trusted partner in Optum Financial to lead the way in HSA, FSA, and HRA account management.
As your benefits partner, Optum Financial’s broker solutions will make sure you can provide your clients, from the smallest size to enterprise, with the most comprehensive CDH solution on the market today — one flexible enough to complement any health insurance model and adapt to meet future plan design needs.
We Help You Delight Clients
All-in-one platform consolidates multiple account and benefit types — eliminating vendor fatigue
Customized broker solutions for each client, including white-labeled options
Real-time reporting and analysis to help you provide exceptional service
Disciplined processes and detailed testing to ensure client and end user satisfaction
Digital tools and analytics to keep you on the cutting edge
Full communications suite and robust decision-support tools to empower your clients and their end users
We Help You Delight Clients
All-in-one platform consolidates multiple account and benefit types — eliminating vendor fatigue
Customized broker solutions for each client, including white-labeled options
Real-time reporting and analysis to help you provide exceptional service
Disciplined processes and detailed testing to ensure client and end user satisfaction
Digital tools and analytics to keep you on the cutting edge
Full communications suite and robust decision-support tools to empower your clients and their end users
Comprehensive Consumer Benefits Administration Systems Platform
Featured Resources & Articles
85% of benefits stakeholders indicated Employee Customer Service was “Very Important” when evaluating health account vendors for their organizations — making it the most important factor in Consumer Directed Healthcare (CDH).
Our Latest Resources
Our Latest Blog Posts
IRS Releases 2022 Health Savings Account (HSA) Contribution Limits
The IRS has announced the new health savings account limits for 2022. Next year, individuals can set aside $3,650 in tax-free funds to save for the future or pay for qualified medical expenses (up $50 from last year). Learn more about the updates in this post.
COVID-19 Personal Protective Equipment (PPE) Now Eligible for FSA, HSA, and HRA Reimbursement
On March 26 the Internal Revenue Service (IRS) released IRS Announcement 2021-7, which states that personal protective equipment such as masks, hand sanitizer, and sanitizing wipes that are purchased “for the primary purpose of preventing the spread of COVID-19” (COVID-19 PPE) are qualified medical expenses under Section 213(d) of the Code.
Building Harmonious Partnerships with the Help of Health Reimbursement Arrangements
A healthy partnership is not just between two organizations with similar goals who mutually benefit—but a relationship between employer and employee. When it comes to maintaining this relationship, one of the keys to a harmonious partnership revolves around the benefits the employer provides the employee. This article explores how HRAs can make for a healthier, happier union between employer and employee.