We are focused on satisfying the comprehensive needs of employers and participants. Our methodology is designed to yield high levels of satisfaction across all aspects of our benefits partnership. Baker Tilly Vantagen provides employers with complete control and customization options across a variety of accounts including:
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Health care spending accounts
Limited use health care spending accounts
Dependent care spending accounts
Health savings accounts
Health reimbursement accounts
Commuter transit spending accounts
Commuter parking spending accounts
Other types of reimbursable benefits (tuition, adoption, wellness)
HSA features
Automated contribution/distribution setup from a personal checking or savings account
Direct payment to provider
Opt-in for email notifications such as low cash balance alerts and near IRS maximum contribution alerts
Trusted and diverse investment account options
FSA features
Carrier claim integration
Daily and weekly participant reimbursement cycles
Intelligent $500 carryover technology
Comprehensive employer forfeiture reporting
HRA features
Offer an employer contribution amount in annual, monthly or custom accruals
Customize eligible expenses, deductible and reimbursement amounts
Vary your contribution amount based on your employees
Technology + service = a happy customer
When it comes to spending and savings accounts we’ve got it all:
24/7 Real time consumer/ Employer access
Mobile app & text alerts
Pay Direct to Provider Options
Third party carrier integration
Copay/Recurring expense matching
Fast, convenient reimbursement
Dedicated implementation team
Ongoing Support Team
Direct certified specialist accessibility
Welcome/Ongoing communications
Toll-Free customer support
Engaged leadership
One solution guarantee
We make it easy for both employers and employees to navigate spending and savings accounts. Enrollees only need to use one debit card, one online account, one app, and one website to access all their accounts.
Accounts go mobile!
myFlexDollars, Baker Tilly Vantagen’s online account platform, is also a convenient mobile app available on IOS and Google Play.
Educate your employees
Baker Tilly Vantagen offers a variety of materials to help educate your staff, drive up participation, and make sure your employees are making the right financial decisions.
