Reference guide
Plan Year
The 12-month period during which employees can incur eligible expenses and submit claims against their allocation. A plan year commonly aligns with the calendar year (January 1 to December 31) or the employer's fiscal year. Claims for expenses incurred within the plan year must typically be submitted before the plan year ends or within a designated grace period. The employer may also offer a rollover of unused balances into the next plan year.
← HSA & Benefits Glossary
Walk it through with us
Walk 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
Prefer the phone?
We’re Canadian, and we pick up.
- 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