Flexible Spending Accounts 101

How to Prepare for Open Enrollment Season

Join hosts Caroline and Zack this week for an essential episode on preparing for open enrollment season. They dive deep into what employees should be considering, from understanding different coverage options to assessing personal health needs and financial goals. The hosts discuss the importance of having open conversations with family and HR, emphasizing how to ask the right questions and gather the information necessary for informed decision-making. They also provide practical tips on how to enroll in the coverage you choose, including deadlines to watch for and resources that can simplify the process. Whether you're a first-time enroller or a seasoned pro, this episode is packed with insights to help you navigate open enrollment with confidence and clarity. Don’t miss it!

How the Election will Impact Employee Benefits with James Slotnick

In this week's episode Caroline and Zack sit down with James Slotnick Vice President Government Relations and Sustainability at Sun Life U.S. and discuss how this year's upcoming election will impact employee benefits. They dive into topics that have impacted the industry in 2024 and, long term disability and mental health parity, and the inflation reduction act. Slotnick will provide his expertise on these topics and dive us into the political side of the topics. Tune in this week for an episode you don't want to miss!

Flexible Spending Accounts 101

In this week's episode, your hosts Caroline and Zach will review the basics of a Flexible Spending Account. They will explain the nuances of an FSA and the differences between an FSA and HSA. You will the learn how an FSA will help you save money on eligible medical, dental, vision expenses and the use-it-or-lose-it rule with an FSA. Tune in this week to learn more!

Understanding Health Savings Accounts

Join our hosts this week to understand health savings accounts. Caroline and Zack will share valuable information about how an HSA helps pay medical expenses like dental and vision costs, how it is a tax advantage to max out your HSA and how you don't have to use all the funds in the year - your savings can grow year over year. Tune in to this week's episode to learn more!

Navigating Long Term Disability

In this week’s episode, hosts Zack and Caroline delve into the intricacies of navigating long-term disability. They provide a comprehensive exploration of this important topic, including understanding long-term disability, the impact on paychecks, workers comp vs. long-term disability, and navigating disability claims. Don’t miss this discussion which offers valuable information for anyone facing or managing long-term disability. Check it out for essential advice!