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Last Updated: 11/12/2021
in FSA/HRA/HSA Medical FSA 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...
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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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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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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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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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Last Updated: 01/03/2023
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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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 eligib...
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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...
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Once logged into your online account, claims needing additional information will be in the Tasks section of your Home page. Click on the link in Tasks to be directed to the receipts needed page. Once in the claim detail page, click on Upload a...