Agents and Brokers
Let us be your trusted provider for CDH benefit accounts
With updated technology including a new online Consumer Portal, Mobile App and Debit Card, you’ll enjoy an even better experience.
Learn MoreWe are the right strategic partner to add value to your client’s relationship
First American Bank will provide your clients with a fully integrated Consumer-Directed Healthcare experience backed by the support of an industry leader. We offer a full suite of health savings and benefit accounts which include HSA, FSA, HRA and QTA. Our unparalleled support is paired with a dedicated team for implementation, education and engagement. Our streamlined benefits administration platform will help your clients reduce plan administration through paperless onboarding, easy payroll syncing, and an intuitive employer dashboard experience.
First American Bank will help your clients minimize employer workload and maximize employee benefits.
To learn more about how First American Bank's Health Account Services program can add value to your current client offering, please contact a Health Account Services sales specialist at (847) 586-2239 or email HASsales@firstambank.com.
| Compliance support | Health Account Employer Services available to assist with required ERISA and IRS reporting and filing, such as tax statements, plan documents and nondiscrimination testing. |
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| Dedicated support team | Consulting, compliance, and implementation, our Employer Services team is available to help you. Call us at (833) 571-0499 Monday - Friday 7:00 a.m. - 7:00 p.m. CT, excluding holidays. |
| Partnership | Collaboration with your employee benefits consultant to develop a comprehensive benefit package and strategy unique to your organization’s goals. |
| Powerful technology | Real-time integration allows for seamless access, plan administration and account management. 24/7 online and mobile access and flexible payment options make it easy for participants to manage their accounts wherever they are. |
| Integrated investment options | HSA account holders can make the most of their HSA account over the long term by investing in a select menu of low cost, competitive mutual funds through the Consumer Portal. |
| Employee Management | Online lookup helps employers respond to employees’ questions and issues. Manage demographic changes. |
| Enrollment and Eligibility Management | Enroll, updated enrollment and change employees’ employment status via the Employer Portal. Use the import capabilities to integrate with First American Bank Health Account Services for exchanging eligibility files. |
| Account Funding & Contribution Management | Multiple options available for funding accounts, including scheduled contributions, ACH funding, and file-based contribution submission, and recurring contribution processing. |
| Comprehensive reporting | Report generation features are available through the Employer Portal, so you can generate reports on an ad-hoc basis as needed. Monthly or custom reports are generated automatically with email alerts directing employees to secure portals for viewing – creating a virtually paperless administration process. |
