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  1. Mobile Benefits Card Payments

    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 ...
  2. Does My Daycare Provider Need To Be Licensed To Use The Dependent Care FSA?

    No, you can use the Dependent Care FSA to cover expenses for anyone who watches your children while you and your spouse are working. It can even be a family member, as long as that person is not your tax dependent. The provider must provide their So...
  3. Accessing COBRA account information

    Any Qualified Beneficiary on your insurance plan is permitted to get information about coverage and  account status. Only one set of credentials can be used to access online account . If you are covered through COBRA but do not have online account ...
  4. Health Savings Accounts

    ALL your Health Savings Account questions answered Who is eligible to open an HSA? The main requirement for opening an HSA is having a high-deductible health plan that meets IRS guidelines for the annual deductible and out-of-pocket maximum. To ...
  5. Tax Withholding on Cash Distributions

    Distributions from qualified retirement plans are taxed as gross income for the year in which they are withdrawn from the plan.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...
  6. What is the Difference Between a Limited Purpose FSA and Medical FSA?

    Limited Purpose FSA A limited purpose FSA may be offered to employees that are enrolled in a Health Savings Account (HSA) in conjunction with a High Deductible Health Plan (HDHP). The Limited Purpose FSA is available to supplement vision and dental...
  7. Opting Out Of Your Retirement Plan

    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...
  8. Beneficiary Designation

    A beneficiary is any person, trust, or entity that is designated by the financial account holder to receive some portion of the assets in the account after he or she dies. A primary beneficiary is simply first in line to receive the assets in th...
  9.  Move Money Within Your Account

    Review the guide below to learn more about the ways to move money between investments within your retirement account. ...
  10. Setting a PIN on your account

    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 ...