Getting Started with Health Savings Accounts (HSAs) in Zenefits

If your group offers a Health Savings Account (HSA) eligible plan, you can sign up for an HSA administered through Zenefits.

To begin the setup process, you can take the steps below.

  1. Click the Health Savings Account app.
  2. Proceed through the self guided setup flow where you'll enter:
  • Company information
  • Start date for the HSA
  • Company contribution towards the plan
  • Bank information
Keep in mind, only administrators with HR permissions will have access to set up an HSA account. This means brokers with our Certified Broker Partner program do not have access to set an HSA up on behalf of a group. The group administrator(s) will need to set this up on their own.

Note: If you don't see the Health Savings Account app and you're an administrator with HR permissions, this means your group doesn't currently offer an HSA eligible plan.


What are the tax advantages of an HSA?

The tax advantages of an HSA make it a powerful long-term savings vehicle. Employees can contribute funds to an HSA on a pre-tax basis, or contribute post-tax and recogniz... Learn more

What are the eligibility requirements for an HSA?

Individuals must meet all of the following IRS-defined criteria in order to be eligible for opening and contributing to an HSA. Recommended Email Response Copy and paste... Learn more

Are there any fees to offer employees an HSA?

Employers pay no administrative fees for HSAs. Recommended Email Response Copy and paste the below text as part of the Answer section of the email to the client. Emplo... Learn more

When can I set up an HSA plan?

If your company is offering an HSA-compatible, high-deductible health plan (HDHP), you can set up an HSA  at any time. Your HSA plan’s start date depends on when you finish sett... Learn more

What are the contribution limits for an HSA?

The IRS places limits on the maximum allowable annual HSA contributions. Recommended Email Response Copy and paste the below text as part of the Answer section of t... Learn more

When can I enroll in an HSA?

As long as you’re enrolled in a compatible high-deductible health plan (HDHP), you can enroll in an HSA at any time through the HSA app in your Zenefits dashboard. Your HSA’ s s... Learn more

How do employer contributions work for HSAs and WealthCare Saver HSA?

Employers can choose to make optional contributions to employees' HSA accounts up to  ~$295.83 in 2020. This limit includes the combined total of both employer and employee cont... Learn more

Does WealthCare Saver provide HSA support for Zenefits?

Zenefits supports health savings accounts through a provider called WealthCare Saver. Recommended Email Response Copy and paste the below text as part of the Answer sec... Learn more

When can I enroll in WealthCare Saver HSA?

As long as you’re enrolled in a compatible high-deductible  health plan (HDHP), you can enroll in an  HSA  at any time through the  HSA  app in your Zenefits dashboard. Your  HS... Learn more

Key Terms for Health Savings Accounts and WealthCare Saver

A glossary of key terms related to Health Savings Accounts (HSAs). Health Savings Account Terminology Accelerated HSA: Zenefits does not currently support Accelerated HS... Learn more

What are the fees associated with WealthCare Saver?

HSA Service FeesThe HSA has a monthly service fee of $2 .50 and $1 .25 paper surcharge fee. This is charged to the employee from their HSA bank account.Your employer may have el... Learn more

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