Benefit Basics Templates for Participants
Welcome to the toolkit for plan participants! This exclusive members-only resource is created for plan sponsors and employers to easily share helpful information with their employees on a wide range of benefits-related topics. Select resources are customizable, making it easy to add your company logo and share. Minor edits can be made to PDFs using Adobe Acrobat. If more significant changes are needed, use the text version to customize to your plan.
Flexible Spending Accounts (FSAs)
Explains health and dependent care FSAs, the benefits and disadvantages of using an FSA, and a link to a calculator.
Health Savings Accounts (HSAs)
Explains HSA basics, benefits of using HSAs and the high-deductible health plan (HDHP) requirement.
Picking the Right Health Insurance Plan
Defines basic health insurance terminology and guides employees through the steps of selecting the health insurance plan that best fits their needs.
The Power of Compounding
Explains the concept of compounding interest, how it works and links to calculators.
The Value of Your Retirement Plan
Shares the value of retirement plans to employees, explains defined benefit (DB) and defined contribution (DC) plans, and provides a link to a retirement income calculator.
Voluntary Benefits
Explains voluntary benefits, provides examples of voluntary benefits (customizable to organization’s offerings) and considerations for employees when deciding if they want to add them to their benefit package.
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