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HSA Administration

HSAs can mean significant deposits and enhanced profitability for financial institutions.

Customers retirement assets are extremely important to them, and they must be assured that these assets are being handled properly.

The IRS also demands strict compliance with HSA rules and regulations. To properly administer HSAs, financial institutions must be equipped to satisfy both their customers and the IRS.

Administering HSAs often means using the services of an outside administrator. In today's tighter, more competitive HSA market, finding qualify administrative services at a reasonable price is a key of having a profitable HSA program.

Collin W. Fritz and Associates are committed to being your partner in helping you offer quality service at an affordable price.We have the technical expertise to properly administer your HSAs, at prices that are very reasonable. We can accept information either electronically or on printed materials. Reports can also be submitted to you either electronically, or we will ship them to you as necessary.

We can customize interfaces into your existing Host system eliminating data entry.

  • When we administer your accounts, we will: Prepare all necessary government reports,
    such as 5498-SAs, 1099-SAs.

  • Prepare customer statements and various other reports for your institution.

  • Provide "The Pension Digest"™ monthly newsletter

  • Provide access to our toll-free consulting service.

  • Submit required reports to the IRS electronically as needed

  • If you wish to look at administering your own HSA Accounts

  • Look at our IRA Administrative Software HSAAD™
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