Open enrollment toolkit
Below are informative guides, handouts and videos to help you prepare for open enrollment and communicate the value of health savings accounts (HSAs), flexible spending accounts (FSAs), and more.
Disclaimer: Please carefully review and ensure the accuracy of any information added or updated to the below materials. WEX is not responsible for any content changes.
Top resources
Helpful resources
All resources
Dependent Care Account (DCA)
Handouts
Webinars
- DCA Webinar Slides
- DCA Webinar Recording (Grace Period & Runout)
- DCA Webinar Recording (Runout only)
- FSA and DCS Webinar Recording (Grace period (FSA only) & Runout)
- FSA and DCS Webinar Recording (Grace period & Runout)
- FSA and DCA Webinar Recording (Carryover (FSA only) & Runout)
Videos
Health Savings Account (HSA)
Handouts
- HSA Handout
- HSA Handout (Spanish)
- HSA Guide
- HSA Fact Sheet
- HSA Limits & Regs Handout (2024 IRS Limits)
- HSA Limits & Regs Handout (2025 IRS Limits)
- HSA Limits & Regs Handout (Spanish)
- HSA Data Collection Worksheet
Webinars
Videos
- Why Should I Get a HSA
- Paying for Braces with an HSA
- Getting Started With a Health Savings Brokerage Account (HSBA)
How to use your benefits
Flexible Spending Accounts (FSA)
Handouts
- FSA Guide
- FSA Fact Sheet
- Dependent Care FSA (With Form)
- Medical FSA Employee Handout
- Limited FSA Employee Handout
- Limited FSA Employee Handout (Spanish)
- Combination FSA Employee Handout
- Combination FSA Employee Handout (Spanish)
- FSA Limits & Regs Employee Handout
- FSA Limits & Regs Employee Handout (Spanish)
- FSA and DCA Limits & Regs Handout
- FSA and DCA Limits & Regs Handout (Spanish)
- FSA Data Collection Worksheet
Webinars
- FSA Webinar Slides
- FSA Webinar Recording (Grace Period & Runout)
- FSA Webinar Recording (Runout only)
- FSA Webinar Recording (Carryover and Runout)