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  1. 5 for 5: What key areas should your financial plan cover?

     
  2. Opting Out Of Your Retirement Plan

    Employers can automatically enroll employees in a plan, such as a 401(k) or 403(b), and place contributions deducted from employees’ paychecks into certain predetermined investments, unless the employees decide otherwise. Participants have the opp...
  3. 5 For 5: Choosing Your Retirement Plan Investments

     
  4. Mobile Benefits Card Payments

    The benefits card is available to add to your mobile wallet!  Using your mobile wallet is a convenient way to store your benefits card details right on your smartphone so you always have the ability to make a purchase at the point of sale even if ...
  5. How soon after a change is requested online is it reflected on my account?

    When an online transaction is requested on a participant's account, whether via the participant website, plan sponsor website, or through our Service Center, often you will see it in "pending" status for a period of time. This status will update to ...
  6. What Tax Form Will I Receive For My FSA?

    The funds in your Medical and Dependent Care FSA are deposited pre-tax and the amount is deducted from your Annual Gross Income. This will be represented on the W-2 you receive from your Employer for tax reporting. There are no additional tax forms...
  7. Will I Get a Tax Form For COBRA Coverage?

    Enrollment in Health Insurance will generate tax forms.  Form 1095 will be issued by your insurance carrier. This form is for informational purposes and should be kept with your tax documentation. If you did not receive this form, contact the Ins...
  8. 5 For 5: Workplace Retirement Plans

     
  9. 5 For 5: Impact Investing

     
  10. Automatic Contribution Increase

    Show Me How to Schedule a Contribution Increase If permitted by your plan, you can elect to automatically increase your contribution rate. From your Dashboard, choose "Change Contribution Rate" from the Contribution Rate tile: Next, c...