CDH Account Administration with DataPath Summit
Summit is the “everything you could need” solution for CDH account administration.
Designed specifically with TPAs in mind, Summit helps you master the challenges of tax-advantaged account administration for FSAs, HSAs, HRAs, Dependent Care accounts, Transit, and more. Plus, our cloud-based platform combines CDH account administration with flexible financial processing options, including banking and investment capabilities for HSA account holders.
It’s everything you and your clients could need in a single, cohesive platform.
Dick Boever
Principal
TaxFree Plans
We found DataPath to be a wonderful partner...look forward to many years in the future.
Quick, Easy Account Setup
Summit’s default settings and wizards streamline employee benefits administration, data entry, and record keeping processes. Set up a new plan with just a few clicks or customize to meet employer needs.
Full HSA Functionality
Summit is a one-stop shop for HSAs. DataPath has the custodial relationship that allows TPAs to offer HSA management, investments, and banking in a single platform.
Mobile App
Summit’s convenient mobile app lets account holders access account information, check balances, and submit claims on-the-go. Available for Apple and Google devices.
Easy Business Consolidation
Summit was built to meet the current market reality that firms are consolidating and outsourcing more than ever. Summit includes a Master-Sub relationship that is unparalleled in the industry.
Secure Broker Access
Summit is the only platform that empowers you to give brokers secure, online access to specified data on shared clients. With Summit, you designate what data can be shared with which people. Maintain full control while forming closer relationships with referring brokers to grow your business.
Non-Discrimination Testing
Non-discrimination testing in Summit is simple, whether the data being tested is already in the system or imported specifically for this purpose. In addition, Summit allows you to adjust participants’ compensation limits, and to print and share test results including recommended plan changes.
White Label Branding
Customize the administration and participant portals with your brand, reflecting your logo, colors, themes, message, and web address. DataPath branding need not appear on any public-facing pages or features.
Read Our White Papers about CDH Account Administration
White Paper: How TPAs Can Capitalize on the HRA Market with a Flexible Solution
HRAs are a flexible tax-advantaged vehicle to help employers save money while delivering a strong benefits package for their workforce. The challenge for third party administrators is finding a benefits administration solution that enables them to attract and retain clients, deliver superior service, and create flexible and complex HRA plans without overbearing constraints from their solutions provider.
White Paper: How TPAs Can Boost Profits and Balance Their Workload Through Platform Efficiency
As new technologies emerge, TPAs who offer benefits administration such as CDH account and COBRA administration should continually evaluate their day-to-day business operations to reduce costs through greater efficiency.
White Paper: How TPAs Can Deliver a Unified HSA Experience and Maximize Earnings
Since 2005, the market for Health Savings Accounts (HSAs) and qualified high deductible health plans has been continuously growing, and so has the market for HSA management services. TPAs need a solution that can help them streamline benefits administration, including HSAs, to deliver an industry-leading customer experience.
White Paper: How To Revolutionize CDH Account and COBRA Administration with New, Seamless Technology for TPAs
Computer technology is continually evolving. The benefits administration platforms of years past are ill-equipped to meet the demands of 21st century users, and benefits administrators are looking for increased efficiency, better data integrity, and greater value from COBRA software vendors.
White Paper: Positioning for Growth – Why TPAs Should Embrace a Thriving HSA Market
Health Savings Accounts (HSAs) have been growing in popularity over the past decade. Due to healthcare reform and market demands, TPAs can benefit from a thriving HSA market. With employers placing an increased focus on high deductible health plans and HSAs, TPAs and benefits administrators need to know how to take advantage of this lucrative revenue stream.
White Paper: Evaluating Solutions to Leverage a Booming HSA Market
As the Health Savings Account (HSA) market continues to surge, the time is right for TPAs and other companies to jump in and build additional revenue. TPAs need a simple and affordable administrative solution that provides their clients robust features, while also enabling them to boost their bottom line.
