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  1. 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...
  2. Roth Contributions

    What is Roth? A Roth deferral is an after-tax contribution, which means you must pay current income tax on the deferral. Since you have already paid tax on the deferral, you won’t pay tax on it again when you receive a distribution of your Roth d...
  3. Update Investment Elections

    Show Me How to Change My Investment Elections To manage your investments or contributions, choose Manage Investments from the Manage My Account menu. From here you can update your future investment elections by selecting Rebalance , you ...
  4. I Emailed My Claim Documents But I Am Still Being Asked For Claim Form?

    If your plan requires the claim form/application in addition to your online submission in order to process your claim you will receive this request.   Fitness - Claim can be submitted through online account. On the Home page, go to the I Want To...
  5. FSA Participant Guide

    Learn more about your FSA with our FSA Participant Guide .
  6. HSA Investment Performance and Fact Sheets

    The Sentinel HSA is a simple way to create a smart HSA investment strategy. Your initial funds will be allocated to the HSA default fund, the HCB Interest Bearing Account. Once your account balance exceeds $2,000, you may allocate HSA funds to oth...
  7. Submitting An HSA Claim

    Didn't have your HSA Debit Card? Not a problem. Submit your claim online. It is quick and easy!  1. Log In Here to access your online account and select Reimburse Myself or Pay a Provider from the I want To menu on your home page.   2.   C...
  8. Setup Your HSA Investments

    You will need to maintain a minimum of $2000.00 in the default cash investment. Once your balance is above the required minimum you may elect to move some of your funds into the investment options available within your plan.  In order to set up your...
  9. Health Shopper

    Health Shopper is an e-commerce website designed around shopping for FSA and HSA eligible items and purchasing via amazon.com. It is the easiest way to learn about, shop for, select, and purchase FSA and HSA eligible retail items. Health Shopper...
  10. Adding A Beneficiary To Your HSA

    You may designate a beneficiary(s) for your Health Savings Account. The designated beneficiary(s) will receive your HSA assets in the event of your death. Updating your beneficiary information can be done quickly through your online account. Log In...