Welcome to the Help Center

Popular Articles

  1. Submitting An HSA Claim

    Didn't have your HSA Debit Card? Not a problem. Submit your claim online. It is quick and easy!  1. Log In Here to access your online account and select Reimburse Myself or Pay a Provider from the I want To menu on your home page.   2.   C...
  2. 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, ...
  3. Making A Non-Payroll Contribution - HSA

    Contributions to your Health Savings Account (HSA) is a great way to set funds aside for current medical expenses while also saving for expenses in the future. An HSA allows you to make contributions to help grow your savings, and if used for elig...
  4. 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...
  5. What to do with your retirement account after you leave your job

    If you’ve lost your job, or are changing jobs, you may be wondering what to do with your retirement account. To help you make the best decision for you, we have provided a summary of advantages and disadvantages for each option to help you think a...
  6. 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...
  7. 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...
  8. 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 ...
  9. Brokerage Account Setup & Transfers

    If your plan allows for Brokerage Accounts and you would like to set one up, please contact the Service Center at 888-762-6088 for assistance.  If you already have a brokerage account set up, you are able to move funds from your retirement plan i...
  10. 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...