Employer 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
- FSA Open Enrollment Video
- FSA and DCA Limits & Regs Handout
- DCA Handout/Recurring Claim Form
- Commuter Benefits Webinar
- HRA Open Enrollment Video
- 213d HRA Employee Handout
- Benefits Mobile App Handout
- Benefits Mobile App Handout (Spanish) Video
- Benefits Technology & Resources Handout
- Benefits Technology & Resources (Spanish)
Virtual enrollment fairs
Our virtual OE fair sites give your employees an immersive way to learn more about FSAs and HSAs. Just share the link to the fair that reflects the benefit(s) we administer for your employees.
All resources
Dependent Care Account (DCA)
Handouts
- DCA Handout
- DCA Handout (Spanish)
- DCA Limits & Regs Handout
- DCA Limits & Regs Handout (Spanish)
- FSA Grace Period Handout
- FSA Grace Period Handout (Spanish)
Webinars
- DCA Webinar Slides
- FSA and DCS Webinar Recording (Grace period (FSA only) & Runout)
- DCA Webinar Recording (Runout only)
- DCA Webinar Recording (Grace Period & Runout)
- FSA and DCA Webinar Recording (Carryover (FSA only) & Runout)
- Adoption Assistance Slides
- Adoption FSA Plan Summary
Videos
- DCA Open Enrollment
- Dependent Care FSA
Participant Use Cases
- DCA Childcare Costs
Health Savings Account (HSA)
Handouts
- HSA Handout
- HSA Handout (Spanish)
- HSA Limits & Regs Handout (2024 IRS Limits)
- HSA Limits & Regs Handout (2025 IRS Limits)
- HSA Limits & Regs Handout (Spanish)
- Securing Your Retirement Handout
- Securing Your Retirement Handout (Spanish)
Webinars
- HSA Webinar Slides
- HSA Webinar Recording (2024 IRS Limits)
- HSA Webinar Recording (2025 IRS Limits)
- Getting started with HSA investments – post-enrollment slides
- Getting started with blocked HSAs – post-enrollment slides
Videos
- HSA Slides
- Why Should I Get a HSA
- Paying for Braces with an HSA
- Getting Started With a Health Savings Brokerage Account (HSBA)
Participant Use Cases
- HSA-HDHP Basics
- HSA-HDHP Basics (Spanish)
- Building Investment HSA Handout
- Building Investment HSA Handout (Spanish)
- HSA-FSA Plan Comparison Chart
- HSA Insights
Templates
- HSA Email Templates
Postcards
- My HSA Planner
- My HSA Planner (Spanish)
- 7 HSA Rules (Spanish)
Forms
- HSA Transfer Form
Health Reimbursement Arrangements (HRA)
Handouts
- 213d HRA Employee Handout
- 213d HRA Employee Handout (Spanish)
- ICHRA & Marketplace Employee Handout
- ICHRA & Marketplace Employee Handout (Spanish)
Presentation slides
- HRA Webinar Slides
Videos
- HRA Open Enrollment
How to use your benefits
- Online Account Checklist
- Online Account Checklist (Spanish)
- How to use your benefits debit card
- How to use your benefits debit card (Spanish)
- Getting started with claims – post-enrollment slides
- Getting started with your online account – post-enrollment slides
Flexible Spending Accounts (FSA)
Handouts
- Medical FSA Employee Handout
- Medical FSA Employee Handout (Spanish)
- 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 Grace Period Handout
- FSA Grace Period Handout (Spanish)
- FSA Carryover Handout
- FSA Carryover Handout (Spanish)
- Substantiation FAQ
- Substantiation FAQ (Spanish)
Webinars
- FSA Webinar Slides
- FSA Webinar Recording
- FSA Webinar Recording (Grace Period & Runout)
- FSA Webinar Recording (Runout only)
- FSA Webinar Recording (Carryover and Runout)
- Getting started with substantiation – post-enrollment slides
- Adoption FSA Plan Summary
Videos
- FSA Open Enrollment
- Limited FSA Open Enrollment
- Combination FSA Open Enrollment
- What is an FSA and How Does It Work?
- Paying for Braces with an FSA
Participant Use Cases
- FSA Use It Or Lose It Rule
- FSA Use It Or Lose It Rule (Spanish)
Templates
- FSA Email Templates
Commuter Benefits
Handouts
- Commuter Benefits Handout (Transit & Parking)
- Commuter Benefits Handout (Transit & Parking) (Spanish)
- Commuter Benefits Handout (Transit Only)
- Commuter Benefits Handout (Transit Only) (Spanish)
Webinar slides
- Commuter Benefits Webinar Slides
- Commuter Benefits Open Enrollment
Lifestyle Spending Accounts (LSA)
Handouts
- Lifestyle Spending Accounts
- Lifestyle Spending Accounts (Spanish)
Videos
- LSA Eligible Expenses
Webinar slides
- LSA Webinar Slides