Lively allows you to manage contributions for your entire workforce directly from the dashboard. You can schedule recurring contributions, make one-time contributions, or establish a matching program to encourage employee participation.
To begin, select the "Contributions" tab from the main menu. On this page, click the green "Manage Contributions" button in the top right corner. You will be presented with three options: Recurring Contribution, One-time Contribution, and Employer Match.
Recurring Contributions
This option schedules a set amount to be contributed on every pay date for all eligible employees. You can specify separate contribution amounts for employees with Individual coverage versus those with Family coverage.
One-time Contributions
This option schedules a single contribution to be applied only to the next available payroll date for all eligible employees. Like recurring contributions, you can set distinct amounts for Individual and Family coverage tiers.
Employer Match
An employer match dynamically adjusts each pay period based on the employee’s own election. Currently, two matching scenarios are supported:
Dollar-for-dollar matching: The employer matches the employee's contribution dollar-for-dollar, up to a specific annual limit set by the employer.
Percentage matching: The employer matches a set percentage of the employee’s election. Under this model, no internal per-period or annual limits are imposed (other than the standard IRS maximums).
Note: If you would like to set up an Employer Match program, please contact your Customer Success Manager for assistance with the configuration.
Please remember that employer contributions count toward every employee’s total annual HSA contribution limit. Lively’s system is designed to alert you if a scheduled contribution (whether one-time or recurring) places an employee at risk of exceeding the IRS limit for the current tax year.
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