Step # 1. Discovery

Step #1 starts by collecting a payroll generated census so that HSA can determine eligibility and tax savings.  

Step #2 is a designated meeting to review number of eligible employees for the plan, tax savings to the employer and Q & A of specifics as to the impact of plan. 

Step #3 is a scheduled call with payroll administrator to get API set to do all the heavy lifting for payroll provider. 

Step # 4 is implementation of the plan through employee education