We’re excited to announce that the new Account Management portal is live!
You’ll enjoy more convenience; more access and more control. Start taking advantage of all the new benefits now — click the button below to log in to your account.
The Emeriti Retirement Healthcare Savings Plan just got even better.
More convenience. More access. More control.
You get it all with our new partnership with OneBridge Benefits – a leader in modern health benefits.
Emeriti has partnered with OneBridge to make things easier for you, your employees, and retirees. This new partnership will see OneBridge assume the recordkeeping and claims management of the Emeriti program.
As of December 27, 2024, YOU have had access to experienced support and intuitive software that helps you administer the plan and provides an easier way to process reports.
YOUR EMPLOYEES have access to a website to manage their account, along with a debit card and updated app. Because a money market balance is no longer required, their full account balance can remain invested while still allowing access to funds when needed.
And remember… everyone will still receive triple tax-free savings and the same white glove service!
Important Information
The transition is complete! Log in to your account and explore all the new benefits waiting for you.
Frequently asked questions (FAQ)
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When does the transition from TIAA and CBIZ to OneBridge take place?
The date for the transition will be December 27, 2024.
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Will the recurring premium reimbursements that participants have established with CBIZ continue after the transition to OneBridge?
No. You will have to discontinue your recurring premium reimbursements and then register for a new “Automatic Premium Reimbursement” with OneBridge. Instructions on how to do this will come out in December.
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Will the toll-free Emeriti Customer Service phone number remain the same?
Yes, following the transition to OneBridge, you may direct your employees to the same Emeriti toll-free number 1-866-EMERTI (1-866-363-7484) for any questions they may have. Following the transition, OneBridge Benefits will handle all customer services calls that were previously handled by two different vendors (TIAA and CBIZ).
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When will current participant portal access switch to the new online portal account?
Following the blackout period (November 22 – December 27), everyone will have access to their new account on December 27, 2024.
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Will the investment fund lineup be the same or will we be able to change the current investment elections with the transition from TIAA to OneBridge Benefits?
You can designate the new trust provider, Alta Trust, as a 3(38)-investment fiduciary for your plan or create a custom menu from any asset manager on the Schwab platform. This might include using your current funds, although we suggest you consider the lowest-cost share class available. Please note that if lineup changes are not confirmed by October 1, we can only implement them after completing the transition (early 2025).
