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Quick Reference Guide to a Rolling Medical FSA
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"Quick Reference Guide to a Rolling Medical FSA"

A decision-making guide to implementing the rollover feature for a Medical Flexible Spending Account (FSA).

Late in 2013, the Department of Treasury quietly released Notice 2013-71 which has changed the way we look at Flexible Spending Accounts (FSAs). Through its administrative powers, the Department of Treasury permitted Medical FSAs to roll over up to $500 of unused funds into the next plan year. This guide helps to demonstrate the key advantages of adopting the Rolling Medical FSA while addressing other key administrative questions.


Offered Free by: Benefit Resource, Inc.
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