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Last Updated: 10/08/2024
in FSA/HRA/HSA HSA HSA Investments Once you have funds allocated to the investments within your HSA you will be able to change your investments and allocation percentages. 1. Log In to your online account. If you cannot remember your log in or need help with the log in process, ...
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Most plans allow you to make changes to your contribution rate as often as you want. You can make the change by logging into your online account and selecting Change Contribution Rate from your summary page. You will receive an email confirmat...
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The IRS requires that retirement plans perform annual non-discrimination tests to ensure that the benefits from a company’s 401(k) plan are widely shared. This is done to make sure that the retirement plan doesn’t disproportionately favor employees ...
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You may view and manage your expense activity all in one place by using the Expense Tracker. The Expense Tracker provides you with an easy-to-use consolidated view of expenses for ongoing management of expenses, claims, and card transactions. ...
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Below is an example of a Request For More Information from a debit card transaction. Please Note - Specific documentation requirements as well as any additional claim detail notes will be included in the notification Failure to provide requ...
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Last Updated: 12/04/2024
in FSA/HRA/HSA HRA HSA Health Savings Account HRA Health Reimbursement Arrangement FSA Flexible Spending Account Who is Eligible? An individual who is covered under a qualified HDHP, is not covered by Medicare, and cannot be...
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While you may no longer contribute to your employer sponsored 401(k) or 403(b) plan once you leave the company, your employer, in most cases, is still obligated to maintain it for your benefit. There are some exceptions. If your company reti...
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Contributions to your Health Savings Account (HSA) is a great way to set funds aside for current medical expenses while also saving for expenses in the future. An HSA allows you to make contributions to help grow your savings, and if used for elig...
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Last Updated: 12/09/2024
in FSA/HRA/HSA Medical FSA In general, you are not able to change your contribution amounts once the plan year has commenced. All elections must be made during the open enrollment period for your plan. You may only change your election during the plan year if you can demonstr...
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Last Updated: 07/26/2024
in FSA/HRA/HSA Eligible Expenses
Dependent Care Expenses Eligible Expenses Ineligible Expenses Day care Nursery school Day camp Babysitters Elder care Caregivers for a disabled spouse or dependent who lives with the participant Babysitti...