What do Tesla, Apple, Amazon, and myHSA have in common?
What do these companies have in common? Well - we, and many other companies you know, measure our customer loyalty using the NPS (Net...
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The Wiser Advisor Blog
Employee benefits & industry related stories, ideas, and feedback for advisors.
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myHSA
Nov 21, 20232 min read
Wellness Spending Accounts: Expectations vs Reality
In the realm of progressive employee benefits, Wellness Spending Accounts (WSAs) stand out as beacons of support for individual health...
myHSA
Nov 15, 20232 min read
The Ripple Effect: Why Health and Wellness in the Workplace Matters
In the fast-paced and competitive world of business, companies are increasingly recognizing the importance of fostering a healthy and...
myHSA
Nov 7, 20232 min read
How to Get Your Claims Reimbursed
Nothing is more annoying than jumping through hoops to get reimbursement after paying out-of-pocket for an expense. We at myHSA want our...
myHSA
Nov 1, 20231 min read
myHSA is now SOC 2 Type 2 Certified
Security has always been the highest priority for myHSA. We pursued and achieved SOC 2 Type 1 certification in 2021, but as we’ve grown,...
myHSA
Oct 19, 20232 min read
Positioning a myFlexplan: Empowering Employees with Choice
It’s not uncommon for advisors to tell me that the client “just wants an HSA for now, they don’t want to overcomplicate things for them...
myHSA
Oct 19, 20232 min read
The Misunderstood Gem: Wellness Spending Accounts
In the world of employee benefits, the term "Wellness Spending Aaccount" may seem straightforward. Many employers often view it as an...
myHSA
Oct 18, 20233 min read
October Advisor Newsletter
Every year, the Sanofi/Benefits Canada survey sparks excitement in the benefits industry, a feeling that I vividly recall from my early...
myHSA
Oct 18, 20233 min read
Looking Beyond the Surface of Benefits: The Hidden World of Spending Accounts
Every year, the Sanofi/Benefits Canada survey sparks excitement in the benefits industry, a feeling that I vividly recall from my early...
myHSA
Sep 20, 20232 min read
Coordinating Insurance with an HSA
Health coverage is like peanut butter. You want to make sure it’s spread out as much as possible, otherwise, you might just take a bite...
myHSA
Sep 18, 20232 min read
September Advisor Newsletter
Balancing Automation in Business Operations As an entrepreneur, I occasionally like to take a detour from discussing the benefits of our...
myHSA
Sep 18, 20233 min read
Balancing Automation in Business Operations
As an entrepreneur, I occasionally like to take a detour from discussing the benefits of our services and instead share my personal...
myHSA
Sep 11, 20233 min read
Understanding the Difference Between Utilization and Bank Rec Reports
In the realm of managing employee benefits, it's crucial for businesses to stay informed about the utilization of their benefits plans...
myHSA
Sep 7, 20232 min read
myFlexplan Allocation: A Complete Guide
myFlexplan is taking the spotlight as our fastest-growing plan type (because it's amazing), but with the myFlexplan comes a term that...
myHSA
Sep 7, 20232 min read
Switching from myHSA to myFlexplan
So, your client is thinking about moving from a myHSA to a myFlexplan and the broad scope of benefits it provides. Sure, the myHSA is a...
myHSA
Aug 17, 20231 min read
Why NOT to Run an HSA In-House
There are MANY reasons why the responsibility of running a Health Spending Account, Wellness Spending Account and/or Flexible Spending...
myHSA
Aug 16, 20232 min read
August Advisor Newsletter
Get ready for renewals with a refresh on all of our best content HSAs for Sole Employees METC vs HSA Shareholders and the Element of...
myHSA
Aug 15, 20232 min read
myFlexplan & Allocation
Get a quick overview on how allocation and the allocation window works for flexible spending accounts.
myHSA
Jul 18, 20232 min read
July Advisor Newsletter
We have a secret... We have a plan option that many advisors haven't even heard about and if they have, chances are they're not aware of...
myHSA
Jul 17, 20232 min read
5 Ways a Wellness Spending Account Can Help With DEI Initiatives
Diversity, Equity and Inclusion (DEI) initiatives are more important than ever for businesses of all sizes. A Wellness Spending Account...
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