Employer Resource Toolkit
Use our free library of resources to communicate the value of the benefits you offer to your employees during annual open enrollment season and beyond. Browse and download whatever is most helpful to you and your team.
Disclaimer: Please carefully review and ensure the accuracy of any information you add or update to the below materials. WEX is not responsible for any external content changes.
Resources
Handouts
- HSA Handout
- HSA Handout (Spanish)
- HSA Limits & Regs Handout (2025 IRS Limits)
- HSA Limits & Regs Handout (2026 IRS Limits)
- 2025 HSA Limits & Regs Handout (Spanish)
- 2026 HSA Limits & Regs Handout (Spanish)
- Securing Your Retirement Handout
- Securing Your Retirement Handout (Spanish)
- HSA/HRA/FSA WEX Plan Comparison Charts 2025
- HSA-HDHP Basics
- HSA-HDHP Basics (Spanish)
- Building Investment HSA Handout
- Building Investment HSA Handout (Spanish)
- HSA-FSA Plan Comparison Chart
- Getting Started With Your HSA
- Investing With Your HSA
- Saving With an HSA eBook
- Clearing The Air: 5 HSA Misconceptions Many Employees Believe
- HSA Store Coupon
- HSA Insights
- My HSA Planner Case Study for Employees
- 7 Basic HSA Rules
- 7 Basic HSA Rules (Spanish)
Templates
Webinars
- HSA Webinar Slides (2025 IRS Limits)
- HSA Webinar Recording (2025 IRS Limits)
- HSA Webinar Slides (2026 IRS Limits)
- HSA Webinar Recording (2026 IRS Limits)
- Getting Started With HSA Investments – Post-Enrollment Slides
- Getting Started With Blocked HSAs – Post-Enrollment Slides
Videos
- HSA Open Enrollment
- Why Should I Get a HSA
- Paying for Braces with an HSA
- Getting Started With a Health Savings Brokerage Account (HSBA)
- Intro to HSA
- What is an HSA
- What is an HSA (Spanish)
- HSA & HDHP
- HSA & HDHP (Spanish)
Postcards
Forms
Handouts
- Medical FSA Employee Handout
- Medical FSA Employee Handout (Spanish)
- Medical FSA Documentation Cheat Sheet
- 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 Grace Period Handout
- FSA Grace Period Handout (Spanish)
- FSA Carryover Handout
- FSA Carryover Handout (Spanish)
- Substantiation FAQ
- Substantiation FAQ (Spanish)
- FSA Store Coupon
- FSA Use It Or Lose It Rule
- FSA Use It Or Lose It Rule (Spanish)
- Ultimate Guide to FSAs
- FSA Deadline Reminder
- DCA Handout
- DCA Handout (Spanish)
- DCA Limits & Regs Handout (2025 IRS Limits)
- DCA Limits & Regs Handout (2026 IRS Limits)
- 2025 DCA Limits & Regs Handout (Spanish)
- 2026 DCA Limits & Regs Handout (Spanish)
- 10 Childcare Costs You Could Save On (2025)
- 10 Childcare Costs You Could Save On (2026)
- FSA and DCA Limits & Regs Handout
- FSA and DCA Limits & Regs Handout (Spanish)
- Adoption FSA Plan Summary
Templates
Webinars
- FSA Webinar Slides
- FSA Webinar Recording (Grace Period & Runout)
- FSA Webinar Recording (Runout only)
- FSA Webinar Recording (Carryover and Runout)
- Getting Started With Substantiation – Post-Enrollment Slides
- DCA Webinar Slides (2025 IRS Limits)
- DCA Webinar Slides (2026 IRS Limits)
- DCA Webinar Recording (Runout only)
- DCA Webinar Recording (Grace Period & Runout)
- FSA and DCA Webinar Recording (Grace period (FSA only) & Runout)
- FSA and DCA Webinar Recording (Grace Period and Runout)
- FSA and DCA Webinar Recording (Carryover (FSA only) & Runout)
- Adoption Assistance Slides
Videos
- FSA Open Enrollment
- Limited FSA Open Enrollment
- Combination FSA Open Enrollment
- DCA Open Enrollment
- What is an FSA and How Does It Work?
- Paying for Braces with an FSA
- What is an FSA
- What is an FSA (Spanish)
- Health FSA
- Limited Purpose FSA
- What is an FSA Health & DCA
- What is an FSA Health & DCA (Spanish)
- Dependent care FSA
Webinars
Videos
Employer Resources
- Employee Benefits Communication Calendar
- 2025 Benefit Compliance Calendar and Checklist
- 2025 Limits HR Cheat Sheet
- 2025 Benefit & Retirement Plans WEX Plan Comparison Charts
- How to Hold a Successful Virtual OE Fair
- Open Enrollment Email Templates
- Dos and Dont’s of Open Enrollment
- Annual Enrollment Survival Guide
- Post Open Enrollment Evaluation Guide
- Ultimate Guide to Benefits & COBRA
- WEX Benefits Blog
- Remove the Guesswork and Find Success this Open Enrollment guide
Videos
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.