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  1. How do I get a merchant added to the approved merchant network?

    Merchant codes are set by the merchant account. We do not have the ability to change the merchant code. If you are purchasing an eligible item but your benefits card is not being accepted, please use an alternate form of payment and submit a claim...
  2. Retirement Plan Fees

    Administration expenses - These are charges for services such as legal, accounting, recordkeeping, and, if applicable to your company's plan, investment advisory expenses.The Plan pays certain outside service providers for these administrative e...
  3. Employer Contributions

    Match -  Employer Matching of your 401(k) contributions means that your employer contributes a certain amount to your retirement savings plan based on the amount of your own annual contribution. The most common way employers determine matching ...
  4. Using the Benefits Card Internationally

    Your benefits card can be used for qualified medical expenses wherever Visa is accepted. In order for a purchase to be approved, the merchant must have a qualified merchant code for the plan.  *International transactions may have different transa...
  5. April 2022 - 2 ways to simplify your account experience

    April 2022 Audience: FSA and HSA participants Topic: 2 ways to simplify your account experience Release date: April 29, 2022 Access Email copy: 2 ways to simplify your account experience.msg Preview: ...
  6. Setting Up Health Savings Brokerage Account

    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...
  7. What do I do if my daycare provider doesn't accept credit cards?

    If your daycare provider does not accept credit cards, you can use an alternate form of payment and submit a claim for reimbursement through your online account. If your claim is submitted in good order by Wednesday at 5pm ET, your reimbursement w...
  8. September 2022 FSA - Navigating Your Online Account

    September 2022 FSA Audience: FSA participants Topic: Online account navigation Release date: September 29, 2022 Access Email copy:  Navigating your online account.msg Preview: ...
  9. September 2021 FSA - What you need to file an FSA Claim

    September 2021 FSA Audience: FSA participants Topic: Claim filing requirements/filing options Release date: September 15, 2021 Access Email copy: What you need to file an FSA claim.msg Preview: ...
  10. Personalized Investing FAQs

    What is Personalized Investing? Personalized Investing is a professionally managed, fully digital investment strategy that makes investing easier for you. Exactly as the name implies, personalized investing takes key financial and demographic d...