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How do I know my Health Care Reimbursement Account offers Carryover?

You will need to review your Flexible Spending Handbook, contact your Human Resources Department or contact us here at Pension Dynamics to determine if your plan includes Carryover.

When will Carryover funds be available in the new plan year?

Any available Carryover funds will be available on the first day of the new plan year.  The amount that is carried over is determined at the end of the run-out period of the previous plan year and will not appear in the current account balance until that time period has ended.

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