Reference guide
Rollover
A plan design feature where unused HSA allocation from one plan year carries forward into the following plan year rather than lapsing. Rollover is optional and must be specified in the plan document. Some employers allow a full rollover, others cap the amount that can roll over, and others apply a "use it or lose it" policy where all unused funds revert to the employer at year end.
← HSA & Benefits Glossary
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- 01Map your headcount and demographics
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