-
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 ...
-
View our Participant Website Navigation Guide to learn how to get the most from your online retirement account.
...
-
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...
-
Last Updated: 09/08/2026
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 us...
-
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, reimbursements, and card trans...
-
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...
-
You can set up automatic payments for your monthly COBRA or Direct Bill premiums that can be pulled from your checking or savings account. If you choose to set up automatic payments, an EFT (electronic funds transfer) will be drafted from your acc...
-
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...
-
Distributions from qualified retirement plans are taxed as gross income for the year in which they are withdrawn from the plan. There are specific rules regarding tax withholding at the time of distribution. Normal Distributions: Mandatory 20...
-
Last Updated: 05/16/2024
in Benefits Card Card Activation
You may set a PIN for your benefits card by calling (866) 898-9795 . You will be required to provide some information to confirm that you are the cardholder. You will then be prompted to set your individual PIN number. Once you have set the ...