Manage your retirement healthcare savings

To check your account balance or to reallocate your investments, call the Emeriti Service Center to speak with a representative:
1-866-EMERITI (1-866-363-7484), Option 3.

HEALTH ACCOUNT IN ACTION

Your Emeriti health account in action

1
Employer contributions Your employer makes tax-free contributions on your behalf starting at a designated age (determined by your institution).
2
Employee voluntary contributions
You may also be able to make voluntary after-tax contributions into your account
(determined by your institution)*.
3
Tax-free accumulation The money grows tax-free and you use the funds tax-free to pay for IRS-qualified healthcare expenses in retirement.
MANAGE INVESTMENTS

How investments work

Your Emeriti plan features a series of age-based lifecycle funds, which serve as the default investment vehicle, and a money market mutual fund.
 
You direct the investment of both your employer's and your own contributions and you may transfer accumulations among the funds or change the investment allocation at any time.You may transfer funds among investment options at any time in amounts of $1,000 or more or the full value of your account (if less than $1,000). You may also set up monthly systematic transfers in amounts of $100 or more.
 
If you do not select an investment option, contributions will be directed into the age-appropriate lifecycle fund.
 
DISCOVER MORE
RESOURCES

File Reimbursement Claim Online

Easily submit and track your claim.
GUIDANCE

Compare Emeriti Insurance Plans

Discover the Emeriti difference.
*Unvested voluntary contributions are subject to forfeiture.