Category: Uncategorized

Don’t Have an HSA? That’s SO 2004!

In the Dallas area? If so, join Sterling’s Gentrie Pool at the NAIFA luncheon on August 25th at the Prestonwood Country Club, to hear her presentation, “Don’t Have an HSA? That’s SO 2004!” For more info or to register, click here:

Vice President of Sales for Sterling Administration, Gentrie Pool has a long line of industry credentials and excellent experience to help Sterling clients design and implement plans that deliver results for employers and employees. Prior to joining Sterling, Gentrie served in leadership roles in employee benefits specifically related to Account Management, Production, Director of Operations, Human Resources, Payroll, Corporate Training and Communication. After 10 years on the broker side of the business, she has spent the last 6 years on the carrier/TPA side. Gentrie is the former president of the Fort Worth Association of Health Underwriters, serving on the board for 10 years at both the local and state levels. She holds her L&H and P&C licenses in multiple states, as well as her RHU, REBC, SGS and CSA designations. She is currently working toward her CEBS designation. Gentrie also has a Master of Science in Communication Studies from Texas Christian University. Most importantly, she has a 360 degree perspective on how the landscape of employee benefits affects both the employer and employees.

Join Sterling’s Webinar on ACA and our Online Enrollment Platform, SBS

Clients Save with Sterling!

Join us for Online Benefits Enrollment + ACA Bundle Webinar. Learn How You can SAVE with Both Products!

Please register for the date and time that works best for you:

Join Sterling to learn all about our online stand-alone employee benefits enrollment platform, SBS, NOW bundled with our ACA services for incredible savings. Paired together, these offerings create efficiencies for us, and we’re passing that savings onto our clients. We’re offering a 33% discount on SBS, when paired with ACA until October 31. Plus, it’s bilingual English-Spanish at the touch of a button. Join us for all the details. See you at the webinar!

After registering, you will receive a confirmation email containing information about joining the webinar.

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:

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