Save with Sterling! Bundled ACA and Benefits Enrollment

Interested in learning more? Contact your Sterling Sales Director today.

April 2016 Letter to Sterling HSA Accountholders

All Sterling HSA accountholders may now log on and view their quarterly statement. Simply log on to your account at and click the “Statements” button.  If you have any questions about your statement, please contact customer service at 800.617.4729 or

Reminders and Tips

Below we’ve provided a few housekeeping tips to ensure your account is up to date, and compliant with IRS regulations. Please review the below, and let us know if you have any questions or need help.

Review Your Annual Limits

For the calendar year 2016, the IRS guidelines allow you to contribute $3,350 if you are covered by an individual health plan and $6,750 if you have family coverage. You may contribute up to this maximum amount at any time during the year. Our fees are deducted monthly from your account balance and are not considered contributions toward the IRS allowed contribution limits. Remember that a minimum $20 balance must be kept in the account at all times.

Check Your Contribution Levels

If your employer is making contributions on your behalf, please note that the IRS contribution maximums are the combination of any contribution your employer makes and any contribution that you make.

If Applicable, Please Update Tier Changes

Please update your HSA information if you have moved from Single Medical Coverage to Family Medical Coverage, or Family Medical Coverage to Single Medical Coverage during your open enrollment.

Manage Your Account Online

The easiest way to manage your HSA account is online, with 24/7 access to make contributions, process claims and more, from your smartphone or tablet. If you haven’t already registered online, it’s quick and easy. If you have more than one type of account with Sterling, such as an FSA or HRA through your employer, you’ll only need to register once to have online access to all of your accounts.

  • Go to
  • From the homepage, click “Register for Online Access” in the upper right area of the website and be directed to a short form accessible from the “Member” tab on the registration page.
  • Complete the form using your Sterling HSA account number, your social security number, and date of birth to create a username and password for your HSA account. You will receive an email confirmation to the email address you provide on the form letting you know your online account access is set up and ready to use.
  • Once your online account is set up and confirmed, go to and enter your username. You will be prompted to answer 3 security questions, select a security image, and set up a security phrase. After setting up your security features, enter your password and connect to your personal account information.
  • On our website, you’ll find HSA forms and information to help you manage your account.Get Live Help
  • Sterling customer service is available Monday – Friday from 8am to 6pm Pacific time. Call: 800-617-4729; email:

Sterling Administration Announces BenAdmin Platform/Sterling Adminstration anuncia la plataforma BenAdmin

Platform Collects ACA Data, Helps Ease ACA Burden/

La plataforma recopila datos de ACA, y facilita la carga de ACA

Sterling Administration is proud to announce its benefits administration platform, Sterling Benefits Solutions, (SBS). A bilingual English/Spanish product, it’s designed with a simple, easy-to-use interface for employers and employees. On SBS, employees can enroll for benefits and receive important benefits information. Employers can manage enrollments, and feeds automatically go to carriers, behind the scenes. Also, SBS automatically collects much of the new required ACA data, by month, helping employers with data collection now required for ACA.

SBS Manager Lindsey Neville says, “My clients, especially in the hospitality and restaurant industries, love the simple look and feel, and really appreciate the Spanish translation functionality.”

SBS has scheduled a series of 30-minute webinars for brokers beginning in April, 2016. For more information on timing, and to register, please visit Sterling’s Facebook and LinkedIn pages.


Sterling Administration se enorgullece en anunciar su plataforma de administración de beneficios, Sterling Benefits Solutions, (SBS). Un producto bilingüe inglés y español, está diseñado con una interfaz sencilla y fácil de usar para la compañía y sus trabajadores. En SBS, los trabajadores pueden inscribirse para sus beneficios y recibir información importante acerca de los beneficios. La compañía puede administrar inscripciones, y las fuentes automáticamente van al portador, detrás de escena. Además, SBS automáticamente colecta la mayor parte de los datos nuevos de ACA, por mes, ayudando a la compañía con recopilación de datos necesarios ahora para ACA.

SBS Manager Lindsey Neville dice, “Mis clientes, especialmente en las industrias de hostelería y restaurante, aman la imagen simple, y realmente aprecian la funcionalidad de la traducción al español”.

SBS ha programado una serie de seminarios a través del Internet de 30 minutos para los agentes comenzando en abril del 2016. Para obtener más información sobre la hora, y para inscribirse, visite las páginas de Sterling en Facebook y LinkedIn.

WEBINARS March 10 and 15 on Sterling’s Online Benefits Enrollment Platform

Did you know that Sterling has a bilingual English/Spanish online benefits enrollment platform? Join me for a quick webinar to learn more about how you can make the benefits enrollment process easier for employers with SBS, Sterling Benefit Solutions.

Key Features:

  • Online enrollment with 24/7 employee access
  • Employer-branded portal
  • Automated carrier feeds
  • Bilingual translation at the press of a button
  • Integrated broker support


THURSDAY MARCH 10 at 1pm Central Join the conference call 888-772-1824 Meeting ID: 6114776092

TUESDAY MARCH 15 at 11am Central Join the conference call 888-772-1824 Meeting ID: 6114776092

Just click the links to register. Let me know if you have any questions.


Gentrie Pool

Sales Director TX, OK, CO, AR, LA, KS, MO

Sterling Administration

Mobile 817.454.9304