Case Study: McGregor & Associates achieves a competitive edge in HSA administration with DataPath HSAToday

Comprehensive HSA Platform Helps TPA Succeed in Highly Competitive Market

McGregor & Associates, Inc., a large third‑party administrator based in Lexington, KY, needed an all‑inclusive HSA solution in 2006 to compete with banks and support rapidly growing HSA demand. McGregor required extensive reporting, easy access to forms, low investment thresholds, strong investing tools, account‑linked debit cards, and top‑tier support, and chose DataPath’s HSAToday platform to meet those needs.

DataPath implemented HSAToday, providing best‑in‑class reporting (including IRS Form 8889), account‑linked debit cards with MCC/IIAS restrictions that cut manual claims work, ready access to forms, and responsive customer support. As a result, McGregor & Associates streamlined administration, reduced processing burden, boosted client satisfaction, and now highlights HSAToday’s reporting capabilities as a clear competitive differentiator in its HSA marketing.

McGregor & Associates

Raquita Rowland

HSA Division Manager