Wednesday, August 12, 2026
11:00 AM PT / 2:00 PM ET
Webinar hero.Beyond the RFP: What Employers Should Really Be Asking HSA Vendors

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Beyond the RFP: What Employers Should Really Be Asking HSA Vendors

Live Event
Webinar
Wednesday, August 12, 2026
11:00 AM PT / 2:00 PM ET

HSA providers can look similar on the surface. The real differences emerge when employees open their accounts, contribute through payroll, access or invest their funds, and manage their money after leaving the company.

Join Megan Burns, Lead Solutions Consultant at Benepass, and Sam Mitchell, President and CEO of Sentinel Group, for a practical conversation on how to evaluate the full HSA experience. We’ll explore the questions buyers often overlook, the operational friction that can affect adoption, and what employers should understand before selecting a provider.

What attendees will learn

  • How to use HSA data to understand what employees value
  • How to evaluate the employee journey, from enrollment and account opening through spending and investing
  • How provider costs and fee structures affect employees
  • What to ask about payroll contributions, funding, reporting, and reconciliation
  • How to compare investment thresholds, fund options, education, and fees
  • Which operational details can create hidden friction
  • Best practices for program setup and FSA/HRA coordination
  • Which questions to include in an HSA evaluation, RFI, or RFP

Special offer: Register with a work email and attend live to receive a YETI Rambler. Limit one per person, while supplies last. Terms apply.

Meet the hosts

Megan Burns is a benefits strategy and solutions leader at Benepass with more than a decade of experience in employee benefits. She helps employers design and evaluate modern spending account programs, bringing practical expertise in LSAs, pre-tax benefits, benchmarking, and RFP/RFI strategy.

Sam Mitchell is President and CEO of Sentinel Group, where he leads the firm’s employee benefits, retirement, insurance, and financial services businesses. With more than 25 years at Sentinel, he focuses on business growth, strategic partnerships, operational excellence, and creating a strong client experience.

Watch webinar

Beyond the RFP: What Employers Should Really Be Asking HSA Vendors

Live Event
Webinar
Wednesday, August 12, 2026
11:00 AM PT / 2:00 PM ET

HSA providers can look similar on the surface. The real differences emerge when employees open their accounts, contribute through payroll, access or invest their funds, and manage their money after leaving the company.

Join Megan Burns, Lead Solutions Consultant at Benepass, and Sam Mitchell, President and CEO of Sentinel Group, for a practical conversation on how to evaluate the full HSA experience. We’ll explore the questions buyers often overlook, the operational friction that can affect adoption, and what employers should understand before selecting a provider.

What attendees will learn

  • How to use HSA data to understand what employees value
  • How to evaluate the employee journey, from enrollment and account opening through spending and investing
  • How provider costs and fee structures affect employees
  • What to ask about payroll contributions, funding, reporting, and reconciliation
  • How to compare investment thresholds, fund options, education, and fees
  • Which operational details can create hidden friction
  • Best practices for program setup and FSA/HRA coordination
  • Which questions to include in an HSA evaluation, RFI, or RFP

Special offer: Register with a work email and attend live to receive a YETI Rambler. Limit one per person, while supplies last. Terms apply.