Welcome to the Help Center

Popular Articles

  1. Wellness Reimbursement Plan - General Info

    A Fitness Reimbursement Program pays you back for many of the most common health and fitness services and activities, such as gym memberships, personal trainers, sports classes, and more. Keep in mind that this program is not a pre-tax benefit acc...
  2. How Often Can I Make a Contribution Change?

    Most plans allow you to make changes to your contribution rate as often as you want.  You can make the change by logging into your online account and selecting Change Contribution Rate from your summary page.  You will receive an email confirmat...
  3. Medical FSA After Leaving an Employer

    Expenses incurred after the date of separation are not able to be reimbursed. Any unused monies will be forfeited.  Depending on the situation, you may have the option to elect to continue participation in the Medical FSA Plan by electing CO...
  4. Change Investments - HSA

    Once you have funds allocated to the investments within your HSA you will be able to change your investments and allocation percentages.  1.   Log In to your online account. If you cannot remember your log in or need help with the log in process, ...
  5. Non-Discrimination Testing & Corrective Distributions

    The IRS requires that retirement plans perform annual non-discrimination tests to ensure that the benefits from a company’s 401(k) plan are widely shared. This is done to make sure that the retirement plan doesn’t disproportionately favor employees ...
  6. Claim Denial Letter - Example

    Below is an example of a Notification of Denied Claim. **Action Requied: If there are additional steps needed to approve or resolve your claim the instructions will be located under the ACTION REQUIRED section.  Please see help topics on Clai...
  7. Request For More Information

    Below is an example of a Request For More Information from a debit card transaction.  Please Note -   Specific documentation requirements as well as any additional claim detail notes will be included in the notification Failure to provide requ...
  8. Catch Up Contributions

    Catch-up contributions are salary deferrals (also referred to as “elective deferrals”) that employees age 50 or older can make in addition to their regular retirement plan contributions. Like regular elective deferrals, catch-up contributions ca...
  9. HSA Expense Tracker

    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, claims, and card transactions. ...
  10. Plan Comparison HSA/HRA/FSA

    HSA Health Savings Account HRA Health Reimbursement Arrangement FSA Flexible Spending Account Who is Eligible? An  individual who is covered under a qualified HDHP, is not covered by Medicare,   and cannot be...