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  1. Profile

    Last Updated: 10/01/2021 in Employer Portal
    If you would like to change the password you use to access the employer portal, click the  link at the top of the screen. Select the "change password" option to update your password. For any other account changes, please contact your Sen...

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

    Last Updated: 10/21/2022 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: ...

  3. Plan Compliance Calendar

    Last Updated: 12/13/2024 in Retirement Plan Administration Advisor Channel
    Compliance Calendar (for printing or saving) ...

  4. Supported Browsers

    Last Updated: 12/07/2021 in Employer Portal
    The employer portal has been designed to fully support commonly used browsers running on desktop PCs, laptops, tablets and phones. Supported browsers: Google Chrome (latest version) Apple Safari (latest version) Microsoft Edge (latest version) ...

  5. Loans Requiring Supporting Documentation

    Last Updated: 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

    Last Updated: 06/30/2022 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 2021 - COVID-19 PPE is now HSA, FSA eligible

    Last Updated: 10/21/2022 in Reimbursement Accounts Participant Email Education Series
    June 2021 Audience: FSA and HSA participants Topic: COVID-19 PPE is now HSA, FSA eligible Release date: June 4, 2021 Access Email copy: COVID-19 PPE is now HSA FSA eligible.msg Preview: ...

  8. How The SECURE 2.0 Act Will Affect Your Retirement Plan in 2023

    Last Updated: 05/09/2023 in Retirement Plan Administration SECURE Act 2.0
    SECURE 2.0 presents major changes to the U.S. Retirement System. Due to the volume of changes that SECURE 2.0 presents, it is important to separate out its provisions into smaller segments. The following is a high-level summary of selected provision...

  9. Open Enrollment Toolkit

    Last Updated: 09/27/2024 in Reimbursement Accounts Open Enrollment Educational Emails
    Are you looking for collateral and content to distribute to your employees? Here are links to some of our most commonly used communication pieces: Employee Brochures that provide an overview of flexible spending accounts, health savings acco...

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

    Last Updated: 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 ...

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