Ready to create your employee benefits plan?
We require some basic information & only 5 minutes of your time to get setup.
What kind of employer are you?
Select for companies with one
employee acting as owner
Select for small, mid-size or large
Please enter the company details
Please carefully read the following eligibility requirements and terms of service & confirm the following:
Read Shareholder Employee Guidelines
I confirm and accept that:
To determine a reasonable HSA annual limit, the industry has adopted a rule of 10–15% of your employment income from this corp.
Please designate your earning level below:
Eligibility & Terms of Service
Please carefully read the following eligibility requirements and terms of service:
I confirm and accept that I am an incorporated, active business with employees making a T4 income.
I confirm and accept the conditions of a 10% admin fee.
Select your benefits plan
Health Spending Account –
a non-taxable alternative, or
supplementation to a traditional
Carve out coverage such as orthodontics or vision care!
Offer health & wellness items to your
employees. Let them decide what
matters most with a
comprehensive, lifestyle plan.
Our most popular plan!
Wellness Spending Account –
a taxable account to promote
healthier lifestyles and employee
Select WSA items to reward and
Input whether employees will all receive the same benefit amount –
you may provide different classes of employees with different plan amounts according to your company structure.
Will all employees receive the same benefit amount?
Please enter the plan amount
The plan names cannot be the same.
Would you like to allow unused funds to be carried over into the next benefit year?
Offer employees a complete benefits package with add-on products
Add-on products are adminstered either as a group in addition to their spending account, or voluntarily for employees to shop with their account balance.Select below how you want to administer products to employees:
Provide all employees with pre-selected products in
addition to their spending account balance.
Drawn from plan allowance
Let employees shop the Marketplace – a
comprehensive suite of product subscriptions.
No extra cost.
myMarketplace is an interactive shopping experience that allows employees to build their own benefit package using their annual plan allowance.
At the start of the benefit year employees are given 15 days to purchase products using their available spending accounts.
Once a selection is made, employees are locked into for the remainder of that benefit year.
Did you want to add myMarketplace to your plans?
Begin selecting which products your employees can subscribe to
(plan limits may affect which products they have access to)
Customize your plan!
Select items of your choice from the list below for product recommendations to offer employees!
Your product recommendations
Add products to the cart, and ‘checkout’ to complete the employee benefits package!
Enter your details
You will be the Plan Administrator for your company
Are you also an employee receiving the benefit? Which plan should we apply to your employee profile:
Your custom plan design
Confirm your add-ons