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Updated Articles

  1. Dependent Care FSA

    A Dependent Care FSA account is generally used to cover expenses for the care of a “qualified dependent” under the age of 13 while the you and your spouse are working or looking for work.  Additional covered expenses include Elder Care  and Car...
  2. Loan Repayments

    If you decide to take a loan from your retirement plan, repayments will be made through payroll deductions. Your payment amount will be determined by the length of the loan and the frequency of your payroll.  If you choose to repay your loan earl...
  3. 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...
  4. EBSA Disaster Relief Notice 2024-01

    Here is some background on the benefit plan guidance provided by the government: In late 2024 the Employee Benefits Security Administration (EBSA) and Treasury departments jointly issued a rule (referred to as the “Joint Notice”) extending cert...
  5. 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...
  6. I Emailed My Claim Documents But I Am Still Being Asked For Claim Form?

    If your plan requires the claim form/application in addition to your online submission in order to process your claim you will receive this request.   Fitness - Claim can be submitted through online account. On the Home page, go to I Want To a...
  7. Reviewing a Denied Claim

    If a submitted claim is denied you will receive a notification of denial by email directing you to view the details in your online account .  1.  Go to Message Center Once you are logged into your online account select Message Center from your ...
  8. 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...
  9. Online Claim Repayment

    Repaying ineligible expenses through your online account is the quickest and easiest way to reimburse your plan account.  1.  Once you are logged into your online account you will see that you have a repayment pending in the Tasks section on yo...
  10. Taking A Distribution From HSA

    The most common way to receive funds from your HSA is to submit an HSA Transaction for qualified expenses. You can do this through your online account or by using the HSA Debit Card. For information and instructions on submitting an HSA Transactio...