Allocation
The dollar amount an employer assigns to each employee (or employee class) per plan year for their HSA or other benefit wallet. The employer sets the allocation freely - the CRA has no maximum. Different tiers of employees (e.g., full-time vs. part-time) may receive different allocations, provided the tiers are based on documented, non-discriminatory criteria.
← HSA & Benefits GlossaryWalk through the three paths with us.
We'll look at your team size, ages, and current plan, then map you to the path that fits, and coordinate the insurance side with your broker (or refer one if you don't have one yet).
- 01Map your headcount and demographics
- 02Match to the right path (or combo)
- 03Loop in your broker, or refer one
- 04Wallet stack fully deployed in 4 days
- Plan-design walkthrough, no slide deck
- Works alongside your existing broker
- No card, no commitment to start
Talk to a Canadian sales specialist · 1.800.891.8093
