Calculators

Payroll Tax Savings Calculator

Calculates how much you can save on your employees' pre-tax HSA contributions.

HSA Contribution Calculator

Calculates max HSA contributions based on deductible, coverage type and other factors.

HSA Future Cost Calculator

Calculates projected annual cost of traditional plan vs. an HSA-eligbile plan based on adjustable trends.

HSA Future Balance Calculator with Beginning Balance

Enter your beginning balance. Then calculate future balance based on contributions, distributions, rate and time.

Comparison Dashboards

Out-of-Pocket Comparison Group

Compare out-of-pocket costs between a traditional and an HSA-eligbile plan for a group using four tier rates.

Out-of-Pocket Comparison Individual

Compare out-of-pocket costs between a traditional and an HSA-eligible plan for an Individual.

Proposal Systems

HSA Proposal — Monthly Premium with Renewal

Build an HSA plan by entering monthly rates.

HSA Proposal — 4-Tier Rates with Renewal

Build an HSA plan by entering four tier rates.

HSA Proposal 4-Tier

Build an HSA plan by entering four tier rates.

HSA Proposal Monthly

Build an HSA plan by entering monthly rates.

Introducing UMB HSA Saver

UMB HSA Saver is a unique investment platform designed with ease in mind. Account holders can easily research, buy and sell funds with a couple clicks.

Webinar Recording HSAs-10 Facts Everyone Should Know

You’ll hear from HSA experts who will cover key topics that your clients and other HSA account holders probably don’t understand and discuss several lesser-known strategies to help them take their HSA game to the next level.‡

HSA FAQ Resource

Find answers to your most common HSA questions in our comprehensive HSA FAQs section.