HealthEquity®

For Business | Member Engagement Packages

Maximize participation and program utilization

Below you'll find our targeted, product-specific Engagement Packages designed to help members get more from their benefits. Packages are organized thematically, each containing several assets, so you can choose the combination that best meets your needs.

Each package includes:
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Each package includes:
HSA Package 1

Promote account optimization

HSAs are powerful tools, but members need to learn how to use them effectively. This package provides educational materials that explain the basics of HSAs and how to optimize account usage.

Download Package 1
HSA Package 1 preview
HSA Package 2

Maximize contributions

Saving with an HSA is a habit that requires ongoing nudging and practice. This package focuses on helping members understand contribution limits and strategies to maximize their tax-free savings.

Download Package 2
HSA Package 2 preview
HSA Package 3

Encourage investing and retirement readiness

Most members don't know that HSA investing is an option. This package helps educate members about the long-term investment potential of their HSA funds for retirement readiness.

Download Package 3
HSA Package 3 preview
FSA Package

Boost account utilization

Help members understand the full value of their FSA and use it effectively throughout the plan year with targeted communications and educational materials.

Download Package
FSA Package preview
DCFSA Package

Simply dependent care

Make dependent care benefits easy to understand and use. This package provides materials to help members take full advantage of their DCFSA benefits.

Download Package
DCFSA Package preview
Limited Purpose FSA Package

Limited purpose; wide-open possibilities

Help members understand how a Limited Purpose FSA works alongside an HSA to maximize their tax savings on dental and vision expenses.

Download Package
LPFSA Package preview

Benefits leader bootcamp

Not sure where to start? Take a few minutes to get oriented to all the tools and resources we offer.

  • Learn how to navigate your account
  • Simplify your workflows
  • Discover engagement resources
Get started

Hands-on support

Our dedicated team is here to help you make the most of your engagement resources. Get personalized assistance with implementation and strategy.

Explore Engage360

Best Practices

When it comes to benefits administration, there's always something new to learn. Participate in our ongoing webinar training events.

Start learning

Open Enrollment Toolkit

Get everything you need for a successful open enrollment season, from communication templates to engagement strategies.

Explore the toolkit

One Partner. Total Solution.

HealthEquity delivers the innovative solutions you need to simplify benefits and truly impact people's lives.