Articles from Lively, Inc.

Lively, Inc., a top-rated health and lifestyle benefits platform* known for launching the modern Health Savings Account (HSA), today announces the release of its 2025 HSA Outlook report. As Americans continue to navigate economic volatility, financial stress is on the rise. HSAs, which offer tax-free savings, investing, and spending on health-related expenses, have long been a strategy for account holders to save for both the short and long term. This report helps companies and individuals understand what to look for in a provider, including easy-to-use features, built in account holder education, and accessible investing options, in order to best meet their needs in the year ahead.

Lively, Inc., a top-rated health and lifestyle benefits platform* known for launching the modern Health Savings Account (HSA), today announces the release of its 2024 Employee Benefits Pulse Check report. The report presents data and insights around employee benefits decision making gathered from an anonymous survey of 250 US-based HR and benefits decision makers, collected in collaboration with CITE research. Overall, the report found that as financial stress and prices increase, HR leaders rely on health and wellness benefits, and their providers, to help employees afford healthcare and lower stress.

Inc. revealed today that Lively, Inc., a top-rated health and lifestyle benefits platform known for building the modern Health Savings Account (HSA) ranks No.148 on the 2024 Inc. 5000, its annual list of the fastest-growing private companies in North America. The prestigious ranking provides a data-driven look at the most successful companies within the economy’s most dynamic segment—its independent, entrepreneurial businesses.

Lively, Inc., a top-rated health and lifestyle benefits platform* known for launching the modern Health Savings Account (HSA), today announces the release of its Employee Benefits Market Check report. The report presents data and insights around employee benefits decision making gathered from 250 US-based HR and benefits decision makers, collected in collaboration with CITE research. Overall, the report found that employee experience, feedback, and ease-of-use matters above all else when benefits leaders are deciding when to select or renew with benefits providers.

Lively, Inc., a top-rated health and lifestyle benefits platform* known for creating the modern Health Savings Account (HSA), today announces the release of its sixth annual HSA Snapshot report, which tracks HSA account holders’ saving, spending, and investing. In 2023, 53% of Americans were covered by an HSA-eligible High Deductible Health Plan according to Value Penguin. HSAs enable account holders to flexibly manage their financial, physical, and mental health.

Lively, Inc., the top-rated benefit solutions provider known for providing the modern Health Savings Account (HSA), today announces four new Lifestyle Spending Accounts (LSAs) to augment its five current LSA offerings. This expansion empowers organizations to meet their employees' ever-evolving needs by offering easily customizable spending accounts. As a forward-thinking innovator in the benefits industry, Lively’s new group of LSAs furthers the company’s commitment to delivering benefit solutions that employers and employees love.

Lively, Inc., the top-rated benefit solutions provider known for creating the modern Health Savings Account (HSA), today announces the expansion of their top-rated service and educational resources to Spanish-speaking account holders. This expansion empowers HR professionals to take care of their Spanish-speaking employees, and supports administrators in meeting the needs of their diverse workforce. This offering builds on Lively’s proven track record of driving benefits adoption and providing unrivaled customer service in the industry.

Lively, Inc., the top-rated benefit solutions provider known for creating the modern Health Savings Account (HSA), today announces the expansion of their nationwide benefits network for employee benefits brokers and consultants. The network will give its members access to discounted products, 360 degree service, and in-person events to help augment their benefits offerings and bottom line.

Lively, Inc., the top-rated benefit solutions provider known for creating the modern Health Savings Account (HSA), today released its inaugural Employee Benefits Pulse Check that captures HR leaders’ efforts to keep up with shifting marketplace and employee demands. The study, conducted by CITE Research on behalf of Lively, reveals that 84 percent of HR professionals are increasing benefits, over half (58 percent) of organizations have improved healthcare coverage, and almost all (94 percent) believe parental leave benefits are the most important to attract and retain employees.

Lively, Inc., the HSA provider that gets it right, today announces it has hired Amit Ahluwalia as its Chief Revenue Officer (CRO). This announcement comes with recent company growth milestones, including 6x year-over year growth as Lively prepares for healthcare open enrollment.

Lively, Inc., Lively, the top-rated benefit solutions provider known for creating the modern Health Savings Account (HSA), today released its third annual Wellness & Wealth Report giving a view into American healthcare trends for employers making benefits decisions. The study, conducted by CITE Research on behalf of Lively, reveals the frightening economic reality of individuals and families in 2022: Rising costs of healthcare coupled with widespread economic uncertainty have resulted in over half of Americans (52 percent) struggling to pay for medical expenses leading 50 percent to ignore doctor recommendations and 46 percent to delay and skip medications.

Lively, Inc., creators of the modern Health Savings Account (HSA), today released its fourth annual HSA Spend Report, giving a view into how and where consumers spend on healthcare costs each year. Findings show that despite hopes that COVID-19 would be a thing of the past in 2021, the pandemic and unusual healthcare spending associated with it have persisted for another year. Even with widespread vaccine rollouts, booster approvals, lifted mask mandates, and return to work plans in place, 2021, unfortunately, looked a lot like 2020.

Lively, Inc., creators of the modern Health Savings Account (HSA), today released their second annual HSA Account Holder Insight report. The report breaks HSA account holders into seven distinct personas based on saving, spending, and investing data, giving a view into how consumers are using their HSA funds. Findings show that investing fell sharply for the 80% of account holders who do not already heavily invest their HSA funds. This indicates that COVID-19, unemployment, and the worry caused by both, continue to prevent Americans from achieving the long-term benefits of using an HSA to save for unexpected health events and the high cost of healthcare in retirement.

Lively, Inc., creators of the modern health savings account (HSA), today announces an $80 million Series C round led by B Capital Group, with participation from Telstra Ventures and existing investor, Costanoa Ventures. This brings the company’s total funding to more than $120 million to accelerate its mission of helping millions of Americans save for healthcare and retirement.

Lively, Inc., creators of the modern Health Savings Account (HSA), today announced that it is working with BMO Harris Bank (NYSE: BMO), to bring a modern HSA experience to eligible individual BMO customers and commercial banking clients making HSA arrangements for their employees and commercial customers through a new referral agreement. Beginning this fall, new HSAs will be delivered by Lively, providing BMO customers with a more engaging HSA experience that will help them make real financial progress through more powerful health savings tools.

Lively, Inc., creators of the modern health savings account (HSA), today announces it has exceeded $500 million in HSA assets. The milestone cements its position as the fastest-growing HSA provider and reaffirms its leading approach, allowing Lively to expand its investment in its customer-centric product offering. Additionally, Lively’s recent IRS Non-Bank Trustee designation is a testament to both the company’s maturity and staying power as one of the top HSA providers on the market.

Lively, Inc., creators of the modern Health Savings Account (HSA), today released its second annual Wellness & Wealth Report giving a view into American healthcare trends for employers making benefits decisions. The study, conducted by CITE Research on behalf of Lively, paints a grim picture of the state of healthcare as 60 percent of Americans are not prepared to cover a medical emergency this year, 73 percent worry about the long-term healthcare costs, and 46 percent have skipped getting coverage.