Do more with your infrastructure and relationships by offering consumer directed health accounts
We help our technology partners enter the realm of consumer-directed health care with turn-key simplicity.
If your technology supports benefits administration systems, you can quickly expand your service solutions offering – including cross-promotion – by partnering with Optum Financial, a leader in consumer-directed health care accounts such as FSAs, HSAs, and HRAs.
Optum Financial solutions are completely developed and produced to integrate into your technology offering, with proven communication resources to promote your business and realize higher returns.

Partnership highlights
- All-in-one administration platform makes managing health accounts, COBRA, and work-life employee benefits simple
Optum Financial Insights technology provides simple, real-time trends analysis
Legislative and regulatory guidance to help keep benefits compliant
Educational tools to promote enrollment and best practices
Integrated participant portal and mobile app for easier account management
24/7 U.S.-based customer service and IVR focused on health care accounts
Comprehensive Consumer Benefits Administration Systems Platform
Our Latest Resources
Our Latest Blog Posts
HSA and FSA Eligible Expenses for Mom, Baby, and Parents-to-be
Parenting and motherhood are some of the greatest joys in life, but it does require some financial planning! Thankfully, HSAs and FSAs exist to help parents offset the cost of medical expenses for their kids and themselves, and there is a long list of items and services that are eligible for every stage of childrearing. Check out all the eligible items 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.
American Rescue Plan Act of 2021: Provisions for Dependent Care FSAs and COBRA
On March 11, the American Rescue Plan Act (ARPA) of 2021 was signed into law. As a result, temporary provisions have been announced that apply to COBRA, as well as Dependent Care Assistance Programs (DCAPs)—also known as Dependent Care Flexible Spending Accounts (FSAs). Read on for a brief summary of these provisions.