Employment Benefits

    • Provide a useful benefit to eligible employees
    • Helps support employee retention and recruiting
    • Potential tax advantages, subject to eligibility
    • May support health plan cost planning
    • Designed for manageable administration

Line of Credit Sweeps

    • Account options may include interest-bearing features
    • Use funds for qualified medical expenses
    • Contribution treatment depends on applicable tax rules
    • Tax treatment may vary by customer circumstances
    • May complement a High Deductible Health Plan (HDHP)
    • Unused funds may remain available under plan rules
    • Debit card access may be available