HSA Banking Options

Rocky Mountain Reserve offers employers the choice of different banks to serve as custodians for the actual HSA bank accounts. RMR has partnered with two different banks. Avidia is a regional bank based in Massachusetts. UMB is a national bank with offices in Colorado.

Summary of Plan Services - HSA

• Knowledgeable staff who assists with setup, IRS rules, and compliance
• Partnership with several FDIC insured banks
• Use of an HSA Debit Card
• Compatible with Limited Purpose FSA
• Third-party assistance with bank communication
• Dedicated account manager
• Complementary enrollment meetings and materials
• Friendly call center with a toll-free number access
• Reimbursements options for participants through debit card or a book of checks
• A variety of Investment options for participants
• Internet account management and access for clients and participants
• Discrimination testing to maintain plan compliance

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