Open Enrollment Educational Resources
Learning is one of our values, and we are committed to making sure employees understand their health and benefits options.
We provide many educational resources for you to share with your teams so they are fully informed and equipped to choose the benefits that best meet their needs. Explore these sections to get an idea of the materials and support we provide.
HSA Videos
Check out this playlist of videos that quickly convey how HSAs work and how they can be used at each stage of life.
Watch the videos
Product Materials
Find one-page sheets about our most popular Health & Benefits products (HSAs, FSAs, dependent care FSAs and commuter and transit accounts), as well as the Welcome Kit your participants will receive after enrollment and how-to videos for navigating the consumer portal.
Download them here
Helpful Tools
Help employees find the right health care plan or reach their savings goals with these calculators. Our interactive tool, My HSA Planner, helps them determine the ideal amount to contribute and how to save for the future.
My HSA Planner
Request a Visit or Review
We’ll meet with your team—either virtually or in person—to help navigate through the options. We also have access to an analytical tool that shows levels of employee engagement with the benefits offerings and which participants might benefit from investing. Contact one of our advisors to schedule a meeting!
Meet the teamWhat your team accomplished in such a short period of time was astonishing. My effort was minimal. I can only imagine what happened behind the scenes. The communication and follow-up have been excellent. In a word, the experience was extraordinary.
-Greg Merrick, Chief People Officer, Castlerock Asset Management
Webinars
We host quarterly webinars for employers and brokers, many of which have valuable information geared toward employees. You can find recordings of past events here.
Watch past webinars
Forms
A variety of forms are available in our employer portal. After you log in, navigate to the Tools section and click on Resources to find our up-to-date forms. Your employees can find them in the consumer portal under Tools & Support.
Log into the employer portal
Employee Navigator
Pinnacle’s suite of health and benefits offerings are fully integrated in Employee Navigator, making it easy to enroll.
Read the short integration guide
Other Financial Benefits
Pinnacle also offers other employee benefits services that help with recruitment, retention and engagement, such as group banking, financial wellness and corporate retirement plans.
Learn more about what we provideQuick Links