-
Show Me How to Transfer Between Investments
To manage your investments or contributions, choose Manage Investments from the Manage My Account menu.
From here you can update your future investment elections by selec...
-
Funds within your retirement plan are pre-tax (excluding Roth contributions ) and gains are not reported to the IRS until the funds are removed from the plan. All withdrawals from your retirement plan (excluding loans*) will be reported to the IRS ...
-
Last Updated: 02/05/2026
in FSA/HRA/HSA HSA HSA Investments
The Sentinel Group HSA is a simple way to create a smart HSA investment strategy. Once your account balance exceeds the minimum cash threshold, you may allocate HSA funds to other investment options. We offer a choice of select investments opt...
-
Last Updated: 03/18/2019
in FSA/HRA/HSA FAQ's You are permitted to use your medical FSA plan to pay for eligible healthcare expenses for you and your eligible dependents. In general an eligible dependent is: Your Spouse Your dependent that you can claim on your tax return Your adult child(r...
-
The benefits card is available to add to your mobile wallet! Using your mobile wallet is a convenient way to store your benefits card details right on your smartphone so you always have the ability to make a purchase at the point of sale even if ...
-
Last Updated: 12/14/2020
in FSA/HRA/HSA FAQ's You will forfeit any money that remains in your account. Any excess funds are kept by the employer and can be used to offset the costs of administering the program. The IRS regulations require this, and do not allow employers to return the money to ...
-
Need help determining how much to contribute per pay period to save the maximum allowed based on your age and the IRS maximum? Check out FINRA's " save the max " calculator as a resource.* IRS Retirement Plan Maximums - 2026 Pre-Tax & R...
-
View our Participant Website Navigation Guide to learn how to get the most from your online retirement account.
...
-
Repaying ineligible expenses through your online account is the quickest and easiest way to reimburse your plan account. 1. Once you are logged into your online account you will see that you have a repayment pending in the Tasks section on yo...
-
Last Updated: 12/04/2025
in FSA/HRA/HSA HSA Tax Reporting All distributions from your HSA plan will be reported to the IRS and you will receive a form 1099-SA showing the total amount taken from the plan within the corresponding tax year. Distributions are exempt from income taxes as long as funds are used...