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  1. How Often Can I Make a Contribution Change?

    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...
  2. Change Investments - HSA

    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, ...
  3. Wellness Reimbursement Plan - General Info

    A Fitness Reimbursement Program pays you back for many of the most common health and fitness services and activities, such as gym memberships, personal trainers, sports classes, and more. Keep in mind that this program is not a pre-tax benefit acc...
  4. Medical FSA After Leaving an Employer

    Expenses incurred after the date of separation are not able to be reimbursed. Any unused monies will be forfeited.  Depending on the situation, you may have the option to elect to continue participation in the Medical FSA Plan by electing CO...
  5. Claim Denial Letter - Example

    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...
  6. Non-Discrimination Testing & Corrective Distributions

    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 ...
  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. Request For More Information

    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...
  9. Catch Up Contributions

    Catch-up contributions are salary deferrals (also referred to as “elective deferrals”) that employees age 50 or older can make in addition to their regular retirement plan contributions. Like regular elective deferrals, catch-up contributions ca...
  10. Changing FSA Plan Contribution Amounts

    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...