A flexible spending account (FSA) lets you save money by setting aside pre-tax dollars to pay for eligible medical, dental, vision and dependent care expenses incurred by you, your spouse or your eligible dependents. Whether you’re a newcomer to the account…

Did you pay out-of-pocket on an eligible expense? Here’s how you can submit a claim to get reimbursed.  From your Surency Member Account: Once you’re logged in to your Member Account, from the Home tab, select Reimburse Myself. To request an HSA…

The IRS has released the 2023 HSA maximum contribution limits. See below for changes from 2022 to 2023: 2023 CONTRIBUTION, OUT-OF-POCKET LIMITS FOR HEALTH SAVINGS ACCOUNTS (HSA) AND HIGH-DEDUCTIBLE HEALTH PLANS…

For most Americans, a new year meant setting new financial goals. Almost three-quarters of US citizens had a New Year’s resolution last year that centered on being smarter with money. MAX OUT HSA CONTRIBUTIONS There is no “one-size-fits-all” guidance on how…

Get the most out of your Health Savings Account!  Have you ever wondered how (and how much) you can save with a Health Savings Account (HSA)? Or what the benefits of an HSA could be for your lifestyle and financial goals? Understanding how an HSA works, or…

While Health Savings Account (HSA) withdrawals are only tax-free when used on eligible expenses, that’s a significant need for your employees as they age. Healthcare costs are the third-largest expense for retiree households, behind only housing and…

The IRS has released the 2022 HSA maximum contribution limits. See below for changes from 2021 to 2022: 2022 Contribution, Out-of-Pocket Limits for Health Savings Accounts (HSA) and High-Deductible Health Plans…

The Surency Flex Benefits Card is a helpful tool that makes it easier for you to use your Surency Flex plan. You can use this card to pay for eligible expenses, and it will automatically withdraw funds from your Surency Flex account. It is the easiest way to…

Now that tax season is upon us, we wanted to provide some helpful tips to make your tax filing season less stressful. Here are four tips about the Health Savings Account information that you’ll need when filing. 1. Confirm that your W-2 shows total HSA…

A Health Savings Account (HSA) is a plan designed to help you manage the rising cost of health care by allowing you to set aside money to pay for out-of-pocket medical expenses and save for retirement. You must be covered under a high deductible health plan…