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 (2027 IRS Limits)
- 2027 HSA Limits & Regs Handout (Spanish)
- Securing Your Retirement Handout
- Securing Your Retirement Handout (Spanish)
- HSA-HDHP Basics
- HSA-HDHP Basics (Spanish)
- Building Investment HSA Handout
- Building Investment HSA Handout (Spanish)
- HSA/HRA/FSA WEX Plan Comparison Charts
- HSA-FSA Plan Comparison Chart
- FSA and HSA Store Handout
- Getting Started 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)
- DoorDash HSA Employee Handout
Webinars
Videos
- HSA Open Enrollment
- Why Should I Get a HSA
- Paying for Braces with an HSA
- 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 Store Handout
- 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
- HSA/HRA/FSA WEX Plan Comparison Charts
- HSA-FSA Plan Comparison Chart
- DoorDash FSA Employee Handout
Webinars
- FSA Webinar Slides
- FSA Webinar Recording (Grace Period & Runout)
- FSA Webinar Recording (Runout only)
- FSA Webinar Recording (Carryover and Runout)
- DCA Webinar Slides
- 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
- FSA vs. HSA Webinar Recording
Videos
- FSA Open Enrollment
- Limited FSA Open Enrollment
- Combination FSA Open Enrollment
- DCA Open Enrollment
- 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
- Health FSA (No Grace Period)
Webinars
Videos
Handouts
- Commuter Benefits Handout (Transit & Parking)
- Commuter Benefits Handout (Transit & Parking) (Spanish)
- Commuter Benefits Handout (Transit Only)
- Commuter Benefits Handout (Transit Only) (Spanish)
- How to Use Commuter Benefits in the US
- Commuter Benefits Handout (Parking Only)
- Commuter Benefits Handout (Parking Only) (Spanish)
Handouts
- Benefits Mobile App Handout
- Benefits Mobile App Handout (Spanish)
- Benefits Technology & Resources Handout
- Benefits Technology & Resources (Spanish)
- WEX Benefits Card Handout
- Fraud Prevention Employee Handout
- Benefits Participant Services Contact Sheet
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)
- How to File a Claim
Renewal
Employer Resources
- Employee Benefits Communication Calendar
- 2026 Benefit Compliance Calendar and Checklist
- 2026 Limits HR Cheat Sheet
- 2026 Benefit & Retirement Plans WEX Plan Comparison Charts
- 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
- Client Support Guide