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Health Savings Accounts (HSAs)

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Integration capabilities
The J.P. Morgan HSA program offers you a wide spectrum of integration choices that can be tailored to reflect your needs and preferences.

  • At one end of the spectrum is Turnkey Integration, in which J.P. Morgan assumes virtually all day-to-day management responsibilities and the J.P. Morgan name is visible to your plan sponsors and their employees.
  • At the other end is a Customized Integration, in which you assume primary contact responsibilities for plan sponsors and their employees, and your company name becomes the customer-facing brand.

The first alternative is simple, clean, efficient and proven. The second gives you virtually limitless capabilities to create your own program, with J.P. Morgan providing total back-office support. Our flexible platform can support varying levels of integration in any of these areas:

  Integration capabilities - turnkey Integration capabilities - customized

Branding

J.P. Morgan branding appears on materials

Your brand appears on cards, collateral and other materials

Enrollment

J.P. Morgan hosts online enrollment

You host enrollment and create bulk file for J.P. Morgan processing

Funding

Direct funding from plan sponsors to J.P. Morgan

You aggregate funding and create bulk or Excel file for J.P. Morgan processing

Website

J.P. Morgan hosts the participant and plan sponsor websites

Single sign-on integration to your website, featuring your branding

Plan Sponsor Service

J.P. Morgan provides servicing to plan sponsors

You provide servicing to plan sponsors

Member Service

J.P. Morgan provides full member servicing

You provide level 1 member service, with warm transfer to J.P. Morgan when appropriate

Reporting

J.P. Morgan provides plan-sponsor level reports

J.P. Morgan provides you with aggregate data extracts for report creation for your plan sponsors

Investments

Standard J.P. Morgan investment choices

Fully customizable investment choices (subject to regulatory approval)

Fees/Billing

J.P. Morgan responsible for collecting fees from plan sponsors/participants

J.P. Morgan bills client, client has discretion to further customize fees

 

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