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  1. Vested Balance

    Vesting is your ownership in your retirement account balance. You are always 100% vested in your Employee Deferrals, Rollover Contributions and in the associated investment gains. However, money contributed by the Employer may be subject to a vestin...
  2. Employer Contributions

    Match -  Employer Matching of your 401(k) contributions means that your employer contributes a certain amount to your retirement savings plan based on the amount of your own annual contribution. The most common way employers determine matching ...
  3. 5 for 5: Five Pieces of a Financial Plan

     
  4. What is an RMSA?

    RMSA stands for Retirement Medical Savings Account. This plan may be offered by an employer and provides savings for healthcare costs in retirement.  Plans are unique to each employer. For specifics on an RMSA offered by your company, contact your ...
  5. View Retirement Plan Transactions

    You can always view your account transactions online.  1.   Log In to your account and select Manage My Account >View Transactions  from the navigation bar.  2.  Once on this page you will see any recent transactions within 7 days. You ca...
  6. Understanding Your Explanation of Benefits (EOB)

    Patient account number  - Your account number with your health care provider. A mount charged  - The total amount charged by a health care provider for services you received, whether or not the services are covered under your health pl...
  7. Update Your Personal Information - FSA/HRA/HSA

    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...
  8. 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. ...
  9. HSA Account Statements

    Account Summary Statements are generated and available each month for your HSA account. When your account statement is available you will receive a notification by email directing you to view the statement details in your online account .  Once y...
  10. Adding A Beneficiary To Your HSA

    You may designate a beneficiary(s) for your Health Savings Account. The designated beneficiary(s) will receive your HSA assets in the event of your death. Updating your beneficiary information can be done quickly through your online account. Log In...