CDH Account Administration with DataPath Summit

Manage FSA, HRA, HSA, Dependent Care, Transit, Debit Cards and More

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.

CDH Account Administration

‘Everything You Could Need’ Cloud Based Platform

Summit supports a virtually unlimited array of benefit account types, including FSAsHRAs, ICHRAs, EBHRAs, QSEHRAs, Dependent Care, Transit, and more. Summit also features seamless COBRA functionality.

Quick, Easy Account Setup

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.

CDH Account - HSA Functionality

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.

CDH Account - Mobile App

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

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

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

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

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.

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TaxFree Plans

We found DataPath to be a wonderful partner...look forward to many years in the future.

Dick Boever Principal

Read Our Whitepapers about CDH Account Administration

Whitepaper: Addressing Education Gaps is Key to TPA Growth

Today’s healthcare consumers have more choice than ever when it comes to healthcare benefits. However, research suggests they are not utilizing those benefits as effectively as they could, in large part due to lack of knowledge and understanding about them. For third party administrators, understanding where the gaps exist and providing solutions to address them … More >>

Whitepaper: Why Employers Should Consider Outsourcing Benefits Administration

Healthcare benefits are complicated. Federal regulations are under constant scrutiny and frequently undergo revisions. Plan setup, account management, and compliance are just a few of the time-consuming demands that come with the job of benefits administration. While employers may think they should handle these detail-oriented duties with an in-house staff, outsourcing benefits administration to an expert third party administrator can be more cost effective and help deliver a better overall experience.

Whitepaper: 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.

Whitepaper: 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.

Whitepaper: 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.

Whitepaper: 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.