2027 HSA guide
Health Savings Accounts
Contribution limits, eligibility rules and practical account guidance for the year ahead.
Download HSA Guide HSA Questions & AnswersEmployers
Simpler Administration.
Better Benefits.
Practical benefit administration and support for employers and their employees.
Access Your Accounts
Real people. Real support.
Plan year 2027
2027 planning resources.
Two practical references for HSA enrollment and plan-year administration.
2027 one-page reference
CDH & Pre-Tax Limits
HSA, HDHP deductible and out-of-pocket amounts, FSA, DCAP, transportation and other key limits.
Download LimitsGreat benefits require more than a great plan. They require great administration.
Experience
Benefits administration is what we do. Our experienced team handles the details and helps keep your benefit programs running smoothly.
Built Around You
Every employer is different. We provide flexible administration designed around your plans, your employees, and the way you operate.
Solutions, Not Runaround
Benefits questions aren’t always simple. We work through the details, find answers, and help employers resolve issues when they arise.
Real People. Real Support.
Technology matters, but so does having someone to call. Our experienced team is here when employers and employees need help.
Updated employer & broker guide
Clear guidance.
Confident decisions.
Explore your account options and the support behind your benefits—from plan setup to everyday administration.
Pre-Tax Benefits Administration Guide
A practical look at the accounts we administer, the tools employees can use, and how we support employers and brokers.
2026 edition · PDF · 5 pages
View the Administration GuideSecure account access
Your accounts.
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A little help goes a long way
Useful resources.
Easy to find.
Guides, forms and practical how-tos.
Portal guides
Tax-Advantaged Plans Employer Portal GuidePDF ↗COBRA Employer Portal GuidePDF ↗COBRA Administration ManualPDF ↗Portal how-tos
Employer Portal OverviewVideo ↗Employer ReportingVideo ↗Managing Employee EditsVideo ↗Managing Data ImportsVideo ↗Debit cards & eligible expenses
EBIA Health Care Expenses TablePDF ↗90% Rule Merchant List — 2023 copyPDF ↗IIAS Merchant List — 2023 copyPDF ↗SIGIS Merchant InformationWebsite ↗Debit Card SubstantiationPDF ↗A note on these resources
The EBIA expense table uses the published document access code HCET2026.
The merchant PDFs are dated copies. Check SIGIS for current merchant information. Plan rules still determine expense eligibility and any documentation needed.
Videos and older guides explain general processes; screens and plan-year details may have changed. Use the current forms and your plan materials.
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