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  1. November 2022 - Tracking Your FSA & HSA Expenses

    Created on: 11/23/2022 in Reimbursement Accounts Participant Email Education Series
    November 2022 Audience: FSA & HSA participants Topic: Tracking Your FSA & HSA Expenses Release date: November 30, 2022 Access Email copy: Tracking Your FSA HSA Expenses.msg Preview: ...

  2. September 2022 FSA - Navigating Your Online Account

    Created on: 10/21/2022 in Reimbursement Accounts Participant Email Education Series
    September 2022 FSA Audience: FSA participants Topic: Online account navigation Release date: September 29, 2022 Access Email copy:  Navigating your online account.msg Preview: ...

  3. Claim Forms

    Created on: 10/04/2022 in Reimbursement Accounts Document Library
    Dependent Care Claim Form.pdf Healthcare Claim Form.pdf HRA Claim Form.pdf Parking Claim Form.pdf ...

  4. Compliance Webinar

    Created on: 07/28/2022 in Reimbursement Accounts Plan Compliance
    Recorded July 2022. Provides an overview of various plan compliance topics.

  5. Loans Requiring Supporting Documentation

    Created on: 07/06/2022 in Retirement Plan Administration Distributions, Loans and Rollovers
    If your plan permits loans only for specific reasons (i.e. defined financial hardships), the allowable reasons are shown to participants as part of the online loan request process and they are advised that they must attach supporting documentation t...

  6. June 2022 FSA - What you need to file an FSA claim

    Created on: 06/29/2022 in Reimbursement Accounts Participant Email Education Series
    June 2022 FSA Audience: FSA participants Topic: What you need to file an FSA claim Release date: June 29, 2022 Email copy: What you need to file an FSA claim.msg ...

  7. June 2022 HSA - Tips for investing in your HSA

    Created on: 06/29/2022 in Reimbursement Accounts Participant Email Education Series
    June 2022 HSA Audience: HSA participants Topic: Tips for investing in your HSA Release date: June 29, 2022 Email copy: Tips for investing your HSA.msg ...

  8. Future Email Topics

    Created on: 06/01/2022 in Reimbursement Accounts Participant Email Education Series
    Some additional topics we plan to cover in future participant emails include: FSA claim filing requirements and filing options HSA investing: when and how Online portal features Adding a beneficiary for an HSA Gearing up for Open Enrollment ...

  9. April 2022 - 2 ways to simplify your account experience

    Created on: 04/29/2022 in Reimbursement Accounts Participant Email Education Series
    April 2022 Audience: FSA and HSA participants Topic: 2 ways to simplify your account experience Release date: April 29, 2022 Access Email copy: 2 ways to simplify your account experience.msg Preview: ...

  10. 403(b) Contract Exchanges and Transfers

    Created on: 04/25/2022 in Retirement Plan Administration Distributions, Loans and Rollovers
    Overview If you are the plan sponsor of a 403(b) plan, it may not be a surprise to you to see your plan participants with more than one investment account. This is not be confused with one or more mutual funds in their retirement account. In this a...

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