Optum Financial Academy Series

Optum Financial Academy Series2021-08-05T15:58:26-04:00

connectyourcare academy series light bulb

School is in session year-round in the ConnectYourCare Academy Series, as we’re always looking to provide brokers, advisors, and employers with the most robust curriculum to help participants sharpen their benefits skills.

connectyourcare academy series light bulb

School is in session year-round in the ConnectYourCare Academy Series, as we’re always looking to provide brokers, advisors, and employers with the most robust curriculum to help participants sharpen their benefits skills.

Our award-winning ConnectYourCare Academy Series serves as a comprehensive learning hub for continuing employee (and employer!) education around the tax-friendly, cost-saving advantages of health savings accounts (HSAs), flexible spending accounts (FSAs) and commuter and parking benefits. For employers, HR professionals, and benefits brokers, our COBRA Academy serves as a learning hub for all things COBRA administration.

ConnectYourCare Academy Series: HSA Academy

  • Quick, compelling videos, starting with the “HSA 101” basics and progressing to more advanced contribution and investment topics, as well as best practice funding strategies with ConnectYourCare’s unique HSA On Demand® offering

  • A brief quiz to test HSA know-how (Think You’re an HSA Genius?)

  • “Myth Busting” to help separate fact from fiction when it comes to common HSA misconceptions

  • Our popular HSAs For Dummies® ebook, available for immediate download
TAKE ME TO HSA ACADEMY
connectyourcare academy series hsa academy

ConnectYourCare Academy Series: FSA Academy

  • Short video vignettes, starting with the “FSA 101” basics and progressing to more advanced tax-savings topics

  • A brief quiz to test FSA know-how (Think You’re an FSA Genius?)

  • “Myth Busting” to help separate fact from fiction when it comes to common FSA misconceptions

  • Our popular FSAs For Dummies® ebook, available for immediate download

  • A link to our FSA Marketplace, where individuals can shop for FSA-eligible items, courtesy of our partnership with FSA Store

TAKE ME TO FSA ACADEMY
connectyourcare academy series fsa academy

ConnectYourCare Academy Series:
Commuter Academy

  • An overview of commuter benefits legislation (and see if your city/state is on the list!)

  • Tax-savings benefit calculator

  • A list of eligible and ineligible expenses, as governed under the Section 132(f) of the federal tax code

  • Commuter/parking benefit FAQs

TAKE ME TO COMMUTER ACADEMY
connectyourcare academy series commuter academy

ConnectYourCare Academy Series:
COBRA Academy

  • “The Employer’s Quick Guide to Getting COBRA Right”—An illustrative quick guide of COBRA tips employers, HR professionals, and benefits specialists should know

  • Our “Top 10 Mistakes Employers Make with COBRA Administration” eBook to help administrators avoid costly fines and penalties, plus our COBRA compliance checklist

  • On-demand, SHRM-sponsored webinar, overviewing COBRA case law, regulations, common pitfalls, and more.

  • A link to our newest COBRA Administration for Dummies® eBook

TAKE ME TO COBRA ACADEMY

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