Year End Guide

The articles in this section are meant to help you understand EOY spending, behaviors, and options in order to be informed and make any necessary decisions about your policy.

Non-Discrimination Testing (NDT)
End of Year - Pre Tax Benefit Carryovers
Looking Ahead: New Benefits and Program Updates
End of Year - Pending Spending
End of Year - Employee Balances
End of Year - Employee Spending Behaviors