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  1. Calculate Your Distribution Amount

    Use our distribution calculators to estimate your distribution prior to submitting your request.  How much will you receive?   When taking a cash distribution, taxes and fees may effect the amount of your withdrawal, click Here   to calcul...
  2. Tuition Reimbursement - General Info

    The Tuition Reimbursement Program helps you pay for tuition and other educational fees. Common ways to use the program are to finish a degree, pursue an advanced degree, or enroll in a specialized professional training course or certification progra...
  3. Wellness Reimbursement Plan - General Info

    A Fitness Reimbursement Program pays you back for many of the most common health and fitness services and activities, such as gym memberships, personal trainers, sports classes, and more. Keep in mind that this program is not a pre-tax benefit acc...
  4. Navigating Your Online Account

    Review the guide below to get the most from your online account. For a quick highlight of commonly used features online click HERE . ...
  5. Will My Unused Funds Rollover?

    If your plan does not offer a grace period your funds may rollover to the next plan year. This provision will be part of the plan rules established by your employer. The Rollover  option lets you roll over up to $500 remaining in your account fr...
  6. What is The Grace Period?

    A grace period is a timeframe in the new plan year during which you can incur new expenses and file claims. This timeframe, established by your employer, is up to 2½ months after the end of the plan year. If your plan year ends on December 31, and...
  7. What is the Run Out Period?

    A run-out period is a timeframe in the new plan year during which you can file claims for expenses incurred in the previous plan year. This timeframe is established by your employer—not the IRS. While timeframes vary from employer to employer, a 9...
  8. Brokerage Account Transfers

    If your plan allows for Brokerage Accounts and you have set one up for your account, you are able to move funds from your retirement plan into your brokerage account.  Making transfers between your retirement plan account and your brokerage account...
  9. Update Your Personal Information - FSA/HRA/HSA

    Updating your personal information can be done quickly through your online account. Log In Here . 1.   Once you are logged into your online account hover over the Accounts menu at the top of your page. Select Profile Summary from the the menu opt...
  10. Who Is Considered A Dependent For My Medical FSA?

    You are permitted to use your medical FSA plan to pay for eligible healthcare expenses for you and your eligible dependents. In general an eligible dependent is: Your Spouse Your dependent that you can claim on your tax return Your adult child(r...