Summit Card: How It Can Work for You
Convenient, Secure Access Explains how offering the Summit debit card can increase employer FICA savings and the overall success of offering a tax-advantaged benefits account plan.
Thomas O'Banion
FSA Medical Care Recurring Expense Form
How to submit a claim for for recurring medical expenses. **All sections of the claim form must be completed in order to receive reimbursement, including signature and date.** Claim Form Section A: Declaration of Services Enter the start and end date of the services provided Complete the provider’s charges (you will need to include the … More >>
Smile! Getting Dental Care with Your FSA or HSA
Dental care is costly, starting with your premium payments. That coverage may provide you may with a checkup, cleanings, and x-rays once or twice a year. But what happens when you, your spouse, or your child needs a filling, root canal, orthodontia, or an emergency extraction? Insurance probably won’t cover the entire cost of those … More >>
Tax-Free Talk, Enrollment Season Podcast featuring Captain Contributor
Tax-Free Talk is a three-part enrollment season podcast series featuring Captain Contributor, and hosted by Kathy Claimant. In this series, Captain Contributor addresses concerns about benefits enrollment for administrators, employers, and employees. Featuring the Captain’s unique wit and in-depth knowledge, and packed with action and suspense, this enrollment season podcast is like no other. Enrollment … More >>
Should I Sign Up for an FSA?
During benefits enrollment season you may be offered health, dental, and vision insurance. Some companies offer other benefit options like commuter benefit accounts and consumer directed healthcare (CDH) accounts. Depending on your company’s benefit plan, you may be wondering – should I sign up for an FSA? What is an FSA? An FSA, or Flexible … More >>
7 Facts About FSAs and HSAs That Employees Should Know During Open Enrollment
Open enrollment season for benefits is a time for making important decisions regarding healthcare expenses for you and your family. In addition to health insurance options, many companies sponsor tax-advantaged consumer directed healthcare accounts, like Flexible Spending Accounts (FSAs) or Health Savings Accounts (HSAs). FSAs and HSAs are popular because they can help you save … More >>
Introducing Captain Contributor: You’ve Never Met Anyone Like Him!
Captain Contributor™ is not your everyday superhero. He’s the basis for a year-round, comprehensive program to educate and engage employees about tax-advantaged benefit plans. Let’s face it. Benefits enrollment can be boring and the information is dense. Many employees have a hard time understanding their benefits and why they should use them. In a recent … More >>
