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F SA Healthcare A Healthcare FSA is a personal expense account allowing you to set aside a portion of your salary pretax to pay for qualified medical expenses Healthcare Flexible Spending Account FSA. Expense Management – Key Functions. Expense Management Process Flow. Entry of Data:. Ultimate Goals at AIReS. 100% Client and Transferee customer service satisfaction. Expense processing turn time of 3–5 business days. Payroll Processing to not exceed 3 business days.. Employer ID: . CHO. Plan Year: . 01/01/2016-12/31/2016. Presented By: . Name. Title. Instructions: Find and Replace. Delete This Slide Before Presenting. Getting Started: . Enrollment . p. resentations can be shown to employees to help explain how to use their Choice Strategies plan. . Chapter 4. McGraw-Hill/Irwin. © 2009 The McGraw-Hill Companies, Inc.. Accounting Cycle. Prepare financial statements.. Disseminate statements to users.. Close revenues, gains, expenses, and losses to Retained Earnings.. Nothing in this communication is intended as legal, tax, financial, medical or marital advice. Always consult a professional when making life changing . decisions. It . is the members' responsibility to ensure eligibility requirements as well as if they are eligible for the plan and expenses submitted. . Insert date. Overview of your Health Savings Account (HSA). 2. Presenter Instructions . There are a number of items in this presentation that need to be customized for your audience. . Slide 7: Update if the employer . It’s Your Money. Save, spend or invest with your HSA. Welcome!. 2. HSAs are the most tax-advantaged account in America!. What is an HSA?. 5 reasons to maximize . use of your HSA. Getting started. $. 2. HealthEquity webinar series:. Health savings account basics. Tips to maximize your HSA savings. HealthEquity member portal overview. www.healthequity.com/webinars. Winning with an HSA. 3. HealthEquity, Inc., does not provide legal, tax, financial or medical advice. Always consult a professional when making life changing decisions. . This presentation is adopted from a presentation made in an advanced tax planning class as part of the curriculum for my Master’s in Tax & Financial Planning at San Diego State University. Although it highlights many of the HSA basic concepts, it is actually designed to focus on a little known “secret” behind the HSA plan—the ability to by-pass the 7.5% AGI limitation required before most people can ever deduct any of their medical expenses. I hope you enjoy!. FSA Open Enrollment with . Navia. Benefit Solutions . What is Section 125?. Section 125 of the IRC allows you to pay for qualified expenses on a tax-free basis. The monies deducted under a Section 125 plan effectively lower your gross income and your taxable base. . Health Savings Account (HSA). MT-. 1181168.0. 18-9547 9/18. About . Optum. Bank.. 1. . 2018 Mid-Year . Devenir. HSA Market Statistics and . Trends.. Optum. . Bank, Member . FDIC. , is a . national . Smart, simple ways to save. This presentation covers:. Flexible Spending Accounts (FSAs) overview. Health Care FSA. Dependent Care FSA. How to use your funds. The PayFlex Card®, your account debit card. Insert name of audience. Insert date. Customer logo here. Optum Bank. ,. Member FDIC. 2. Optum’s parent company, UnitedHealth Group is ranked #6 on the Fortune 500. . Optum Bank. ®. is a national leader in health care banking and a member of the FDIC.. Founded in 1989 FurtherFast factsHeadquartered in Eagan MinnAbout our products Health Savings Account HSAAn HSA allows individuals to save money pretax for qualix00660069ed health care expenses now or     ® About The HSA for Life A Health Savings Account (HSA) is a personal savings accou