Presentation

$500 Carryover Opportunity for Cafeteria Plan Health FSAs: Worth the Effort?

November 13, 2013

On November 13, 2013 Morgan Lewis presented a webinar on the $500 carryover opportunity for cafeteria plan health FSAs.

Topics discussed included:

  • The background of the use-it-or-lose-it rule
  • The basics of the $500 carryover opportunity
  • Examples highlighting the opportunities — and pitfalls — of the new exception

Presenters:
Andy R. Anderson  |  Partner, Chicago
Robert M. Hunter  |  Senior Benefits Advisor, Philadelphia