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.
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.
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 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.