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Last Updated: 04/30/2021
in Retirement Accounts Loans Paying off your loan or making a one-time partial payment* is simple and can be initiated online. To generate the form needed and begin the process click here or follow steps below. 1. Complete the online loan payoff form . ...
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Last Updated: 03/28/2019
in FSA/HRA/HSA FAQ's Each plan has specific rules and deadlines for when claims can be submitted. You can find the claim submission deadlines by logging into your online account. On the Home page hover your cursor over the i (information) icon next to the plan name. The...
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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 Change Elections , you can Rebalance your entire accoun...
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Many plans allow you to update your contribution rate through your online account. To update your contribution rate, log into your online account and select Change Contribution Rate from your Dashboard Summary page. You can also sele...
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Funds within your retirement plan are pre-tax (excluding Roth contributions ) and gains are not reported to the IRS until the funds are removed from the plan. All withdrawals from your retirement plan (excluding loans*) will be reported to the IRS ...
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Last Updated: 07/12/2022
in COBRA COBRA FAQ's 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 th...
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View our Participant Website Navigation Guide to learn how to get the most from your online retirement account. ...
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Keeping up-to-date beneficiary information on all of your accounts is easy to do and only takes a few minutes online. Most importantly, you can feel confident that your loved ones will receive the assets you intend for them to have. Adding and Up...
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Last Updated: 02/28/2018
in FSA/HRA/HSA FAQ's No, you can use funds only for the purpose for which the election was initially made. IRS regulations do not allow funds to be transferred or commingled between accounts. So, the money in your Health Care FSA may only be used for health care expense...
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You may view and manage your expense activity all in one place by using the Expense Tracker. The Expense Tracker will serve as a "virtual shoebox" to store expense information. You can store, track, import, and export expenses an...