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  1. Missing Beneficiary Template

    Created On: 03/14/2023 in Retirement Plan Administration Participant Email Templates (for Plan Sponsor use)
    For participants who have not designated a primary beneficiary -  Download email template ...

  2. January 2023 - What you need to file an FSA claim

    Created On: 01/11/2023 in Reimbursement Accounts Participant Email Education Series
    January 2023 Audience: FSA participants Topic: What you need to file an FSA claim Release date: January 11, 2023 Access Email copy:  What you need to file an FSA claim.msg Preview: ...

  3. 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: ...

  4. 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: ...

  5. Claim Forms

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

  6. Compliance Webinar

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

  7. 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...

  8. 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 ...

  9. 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 ...

  10. 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 ...

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