Employer Resource 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 you add or update to the below materials. WEX is not responsible for any external content changes.
All Resources
Handouts
- HSA Handout
- HSA Handout (Spanish)
- HSA Guide
- HSA Fact Sheet
- 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)
- HSA Data Collection Worksheet
- 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
- My HSA Planner Case Study for Employees
- 7 Basic HSA Rules
Handouts
- FSA Guide
- FSA Fact Sheet
- Dependent Care FSA (With Form)
- Dependent Care FSA (With Form – Spanish)
- DCA Handout
- 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
- FSA Deadline Reminder
- Medical FSA Documentation Cheat Sheet
- FSA Store Coupon
- Ultimate Guide to FSAs
- 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)
- DCA Childcare Costs (2026 IRS Limits)
Webinars
- FSA Webinar Slides
- FSA Webinar Recording (Grace Period & Runout)
- FSA Webinar Recording (Runout only)
- FSA Webinar Recording (Carryover and Runout)
- DCA Webinar Slides (2025 IRS Limits)
- DCA Webinar Slides (2026 IRS Limits)
- DCA Webinar Recording (Grace Period & Runout)
- DCA Webinar Recording (Runout only)
- FSA and DCA Webinar Recording (Grace period (FSA only) & Runout)
- FSA and DCA Webinar Recording (Grace period & Runout)
- FSA and DCA Webinar Recording (Carryover (FSA only) & Runout)
Videos
Employer Resources
- Employee Benefits Communication Calendar
- 2025 Benefits Compliance Calendar and Checklist
- 2025 Limits HR Cheat Sheet
- Open Enrollment Email Templates
- Annual Enrollment Survival Guide
- Post Open Enrollment Evaluation Guide
- Remove the Guesswork and Find Success this Open Enrollment Guide