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  1. Adding A Beneficiary To Your HSA

    Created On: 08/17/2021 in FSA/HRA/HSA HSA Online Account Help
    You may designate a beneficiary(s) for your Health Savings Account. The designated beneficiary(s) will receive your HSA assets in the event of your death. Updating your beneficiary information can be done quickly through your online account. Log In...

  2. Setting Up Health Savings Brokerage Account

    Created On: 08/17/2021 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...

  3. Updating Your Notification Preferences - FSA/HSA

    Created On: 08/17/2021 in FSA/HRA/HSA Notifications & Statements
    You can choose how to receive notifications regarding claims, payments and debit cards through your online account .  Receive text alerts about your account through your mobile phone! You can configure which notification you would like to receive ...

  4. 5 for 5: HSAs

    Created On: 08/10/2021 in Video Library
     

  5. Change Investments - HSA

    Created On: 08/05/2021 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, ...

  6. Making A Non-Payroll Contribution - HSA

    Created On: 08/04/2021 in FSA/HRA/HSA HSA HSA Contributions & Distributions
    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...

  7. 5 for 5: Cryptocurrency

    Created On: 06/28/2021 in Video Library
     

  8. 5 for 5: Financial Planning for Newlyweds

    Created On: 06/06/2021 in Video Library
     

  9. 5 for 5: What key areas should your financial plan cover?

    Created On: 05/17/2021 in Video Library
     

  10. Opting Out Of Your Retirement Plan

    Created On: 05/14/2021 in Retirement Accounts Online Account Help
    Employers can automatically enroll employees in a plan, such as a 401(k) or 403(b), and place contributions deducted from employees’ paychecks into certain predetermined investments, unless the employees decide otherwise. Participants have the opp...

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