Always an intense and stressful time for brokers, TPAs, and employers alike, enrollment season for the 2023 plan year promises to be even more so. ...
CDH Account Administration
Manage FSA, HRA, HSA, Dependent Care, Transit, Debit Cards and More
CDH Account Administration
Summit is a powerful, flexible cloud-based solution for CDH account administration.
Built to simplify tax-advantaged account administration, Summit helps TPAs go beyond the challenges of offering employer-sponsored benefits management. Summit’s flexibility allows TPAs to utilize the solution in ways that best fit their business needs. You can choose to offer a full suite of FSAs, HRAs, HSAs, Transit/Commuter plans, COBRA and Billing, or select only the services best suited to your business goals. Plus, our cloud-based platform combines CDH account administration with convenient debit card, mobile app, and HSA investment capabilities.
Work smarter, not harder, with efficient, adaptable CDH account administration.
‘Everything You Could Need’ Cloud Based Platform
Quick, Easy Account Setup
Streamline plan setup, data entry, and record keeping processes with default settings and wizards. Set up a new plan with just a few clicks or customize to meet employer needs. Save templates to quickly and efficiently set up similar plans.
Summit’s convenient mobile app lets account holders access account information, check balances, and submit claims on-the-go. It’s available for Apple and Google devices.
DataPath does not require employer group prefunding for card transactions. We assume the risk on behalf of our clients. Customize card behavior and MCCs per employer plan.
Secure Broker Access
Summit is the only platform that enables you to give brokers secure, online access to specified data on shared clients. With Summit, you designate what data can be shared with which users. Maintain full control while forming closer relationships with referring brokers to grow your business.
Nondiscrimination 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.
Claims Processing Services
Allow our knowledgeable and professional team to handle your claims processing, participant enrollments, and contribution processing. Most claims can be turned around in a day, and our fees are competitive with other alternatives.
Read Our Whitepapers about CDH Account Administration
McGregor & Associates, Inc.
We have shopped around, and we cannot find another HSA platform that offers what DataPath offers. The reporting, customer service, ease of ability to use the system – you won’t find that anywhere else.
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