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If you’ve lost your job, or are changing jobs, you may be wondering what to do with your retirement account. To help you make the best decision for you, we have provided a summary of advantages and disadvantages for each option to help you think a...
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Last Updated: 10/08/2024
in FSA/HRA/HSA HSA HSA Investments Some plans offer additional investment options for your HSA through a Brokerage Account through Charles Schwab. This option allows you to select investment options outside of the core investments offered by your plan. This allows for more flexibilit...
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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 and receipts for ...
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Below is an example of a Notification of Denied Claim. **Action Requied: If there are additional steps needed to approve or resolve your claim the instructions will be located under the ACTION REQUIRED section. Please see help topics on Clai...
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Account Summary Statements are generated and available each month for your HSA account. When your account statement is available you will receive a notification by email directing you to view the statement details in your online account . Once y...
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Need help determining how much to contribute per pay period to save the maximum allowed based on your age and the IRS maximum? Check out FINRA's " save the max " calculator as a resource.**
Important updates beginning in 2026 Starting...
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Show Me How to Rebalance My Current Contributions 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 Elect...
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A beneficiary is any person, trust, or entity that is designated by the financial account holder to receive some portion of the assets in the account after he or she dies. A primary beneficiary is simply first in line to receive the assets in th...
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If you forgot your password to login to your online portal and have security questions on file, you will be able to reset your password by using the Forgot Password? Option on the login screen. Click the Forgot Password? link on the login s...
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Last Updated: 01/14/2026
in FSA/HRA/HSA Medical FSA
If you are enrolled in a Medical FSA plan you may be able to be reimbursed for parking and mileage expenses incurred while receiving medical care. Mileage Reimbursement: To claim mileage, you will need to submit a claim online (or use a claim...