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Review our Plan Sponsor Website Navigation Guide to learn how to get the most from your company's online retirement account.
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In this article, we will cover the review process for incoming web-initiated participant rollover requests, the timing of email notifications related to those requests, and detail the supporting documentation provided for your review. Notifications...
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Frequently asked questions about Medicare's impact on HSA eligibility.
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Because the employee was not able to correctly answer one of their own security questions, or if no questions are currently on file, we are not able to authenticate their identity properly. We have asked the employee to reach out to you for assista...
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Review our Sponsor Report Access Guide to learn how to access, create and view reports from your company's online retirement account.
For additional information and guidance in regards to available reports, the below refer...
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An ERISA Account is a plan level account that captures excess income (12b-1 fees, Service Fees) collected by the recordkeeper that can be used to pay eligible plan expenses or allocated back to participants. The expense ratio of a mutual fund is t...
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Last Updated: 10/16/2018
in COBRA General Information The provision of medical care through a cafeteria plan (as defined in Section 125) or other flexible benefit arrangement constitutes a group health plan. However, the COBRA continuation coverage requirements of section 162(k) apply to those medical ...
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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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Employee brochures providing overview of flexible spending accounts. Generally distributed to new hires and during open enrollment. Healthcare FSA Dependent Care FSA Limited Purpose FSA Health Savings Account (HSA) Commuter Accounts ...
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Must the cost of employer-provided group-term life insurance be included in an employee’s gross income? Pursuant to Code Section 79, an employee may exclude up to $50,000 of employer-provided group-term life insurance from his or her income. This...