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

November 13, 2013

The long-standing use-it-or-lose-it rule for cafeteria plan health FSAs now has a second exception allowing participants to carry over up to $500 for use in a subsequent year.

While welcome, this exception may create significant administrative complications and may be less valuable than other design solutions for some.

Please join us for a one-hour webinar to discuss the following topics:

  • 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

Wednesday, November 13, 2013  |  12–1 pm ET

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

For more information, please contact Olive To at 215.963.5116 or oto@morganlewis.com.

CLE Credit:
CLE credit in CA, FL, IL, NJ, NY, PA, TX, and VA is currently pending approval.