DataPath Summit
DataPath Summit: CDH Account Administration

CDH Account Administration

CDH Account Administration

Manage FSAs, HSAs, HRAs, Transit, and More

DataPath Summit is the industry’s first true, all-in-one platform for CDH account administration.

Purpose-built for a better benefits experience, Summit helps TPAs get where they want to grow with a nearly endless array of CDH benefit options in a single solution, including FSAs, HSAs, HRAs, Transit and Parking, and debit card processing.

Summit’s flexibility enables benefits administrators to use the platform in whatever way best suits their needs, from administering a full suite of benefit options to only a few. Plus, Summit combines CDH account administration with an MCC-restricted debit card, full-featured mobile app, and HSA investment capabilities.

FSAs

Manage FSAs, LPFSAs, and DCFSAs

HSAs

All-in-one account management, banking, and investments

HRAs

Administer Group HRAs, ICHRAs, QSEHRAs, and EBHRAs

Transit

Full range of Section 132 Commuter benefits

Card Processing

Robust card processing for any type of plan

Cloud-based FSA Administration Software

Flexible administration of FSAs, LPFSAs, and DCFSAs

Summit promotes efficient administration of Flexible Spending Accounts (FSAs), Limited-Purpose FSAs, and Dependent Care FSAs with:

  • Customizable plan setup for nearly unlimited plan designs, contribution schedules, and reimbursement settings. Use default settings and wizards or create new templates of your own.
  • Full-featured mobile app lets participants check balances, upload receipts, and submit claims from handheld devices.
  • Account-linked debit card allows a stacked benefit environment and customizable behaviors without required prefunding.

Move forward on your growth journey with Summit FSA administration.

Streamlined Plan Setup

Real-time Data Updates

Customizable Card Behavior

Convenient Mobile App

Powerful Data Exchange

No Prefunding Limits

Operations BPO Available

Cloud-based HSA Administration Software

Versatile HSA administration with banking and investments

Americans are increasingly relying on HSA healthcare accounts to provide tax savings now and retirement supplementation later. With Summit, TPAs can take advantage of this thriving market while being as hands-on or hands-off as they choose.

  • Simple HSA administration, centralized banking, and integrated investments together in a single solution.
  • Full-featured mobile app and participant portal to enroll, make elections, view account activity, pay providers, manage investments, access tax information, submit receipts, and store documentation.
  • Account owner access to investment prospectus, RIA-developed lifestyle models, and detailed investor statements.

Put your growth opportunities into overdrive with Summit HSA.

Comprehensive One-stop Shop

Expense Self-certification

Confident HSA Investing

Account-linked Debit Card

Online Enrollment

Plan Document Templates

Operations BPO Available

Cloud-based HRA Administration Software

Simple or complex HRAs, ICHRAs, QSEHRAs, and EBHRAs

Summit is a powerful solution for administering Health Reimbursement Arrangements (HRAs), including group HRAs, Individual Coverage HRAs, Excepted Benefit HRAs, and Qualified Small Employer HRAs.

  • Customize plans per employer group, including tiered deductibles and reimbursements.
  • Extensive HRA capabilities also include dental/vision-only plans, Section 139 disaster relief, and Student Loan Reimbursement (SLRAs).
  • Account-linked HRA debit card offers customizable card behavior and MCC restrictions per employee group.

Expand your pathway to growth with Summit HRA administration.

Unlimited Flexibility

Simple to Complex Plans

Plan Builder Template

Mobile App and Participant Portal

Account-linked Debit Card

Powerful Data Exchange

Operations BPO Available

Cloud-based Transit and Parking Software

Administer Section 132 Commuter Plans

Summit provides easy management of transit and parking plans, each with its own purse and monthly reimbursement restriction. Account-linked debit cards include both MCC and terminal restrictions.

Put your growth opportunities into overdrive with DataPath Summit.

Simple Plan Setup

Monthly Reimbursement Restrictions

Vanpooling, Transit Passes, Parking

Account-linked Debit Card

Convenient Mobile App and Participant Portal

Real-time Data Updates

Operations BPO Available

Card Processing Solutions

Robust, end-to-end debit card processing services

DataPath card processing services are for companies seeking a more robust card processing system or simply unhappy with the service received from their current vendor. After more than a decade as an end-to-end card processor, we can help you achieve the goals of your card program.

Count on DataPath Summit card processing services to get where you want to grow.

Eliminate Multiple Vendors

Any Administrative System

Transaction Restrictions and Stacking

Tax-Advantaged and Post-Tax Plans

U.S.-based Card Services Team

End-to-end processor since 2010

Founding member of SIGIS

CDH Account Administration Resources

Watch a FREE Demo!


DataPath Summit: CDH Account Administration