Changing jobs means changes to your benefits

Leaving a Job

When you’re leaving your employer, your retirement and benefit plan probably aren’t the first thing you are thinking about. If you need help with the decision, ask your financial professional to help you decide which options makes the most sense for your situation.

Health Savings Account (HSA)

What happens to an HSA when changing jobs?

HSAs are individually owned and portable. Unlike similar benefits, your HSA is not forfeited when you terminate or change employment.

Flexible Spending Account (FSA)

What happens to an FSA when changing jobs?

If you do not use the money in your FSA, you’ll lose it. Because of this, it’s important to spend the money and file reimbursement claims prior to changing jobs.