-
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: 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...
-
Show Me How to Update My Beneficiaries Keeping up-to-date beneficiary information on all of your accounts is easy to do and only takes a few minutes online. Most importantly, you can feel confident that your loved ones will receive the as...
-
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 your...
-
Updating your personal information can be done quickly through your online account. Log In Here . 1. Once you are logged into your online account hover over the Accounts menu at the top of your page. Select Profile Summary from the the menu opt...
-
You may view and manage your expense activity all in one place by using the Expense Tracker. The Expense Tracker will serve as a "virtual shoebox" to store expense information. You can store, track, import, and export expenses and receipts for ...
-
Last Updated: 02/28/2018
in FSA/HRA/HSA FAQ's No, you can use funds only for the purpose for which the election was initially made. IRS regulations do not allow funds to be transferred or commingled between accounts. So, the money in your Health Care FSA may only be used for health care expense...
-
Last Updated: 09/26/2024
in COBRA Online account help
Once you receive your COBRA package, you can register and enroll online. Check out our guide below to see how easy it is to set up your online account!
...
-
We have designed your retirement account statement with several goals in mind: Make it easy for you to find key information about your retirement account Help you estimate the amount of future income your account could produce at retirement Prov...
-
Last Updated: 03/28/2022
in FSA/HRA/HSA FAQ's A run-out period is a timeframe in the new plan year during which you can file claims for expenses incurred in the previous plan year. This timeframe is established by your employer—not the IRS. While timeframes vary from employer to employer, a 9...