Articles, Links & Presentations on Cafeteria Plans

Cafeteria plans are a great way to reduce the amount of taxes you pay. We include several articles, links and presentations to help you learn more about cafeteria plans so you can maximize your tax savings.

Want to learn more about retirement and cafeteria plans? Browse through the Knowledge Center for helpful articles and presentations.

Need help navigating the Participant Portal? Use these helpful tutorials to learn all the ins and outs.


Articles

Dependent Credit vs. Flexible Spending Account
This chart will tell you whether it's more advantageous to participate in your employer's FSA or take the tax credit when you file your income taxes. Just look for your salary on the chart for your filing status.

Eligible Expenses for Dependent Daycare FSA's
This article lists the expenses you can claim with a Dependent Daycare FSA.

Eligible Expenses for Medical FSA's
This article lists the expenses you can claim with a Medical FSA.

How Much Will You Save?
Complete this form to determine how much in eligible expenses you would have to redirect to your employer's cafeteria plan. This form walks you through the calculation to determine how much you can save in taxes.

Welcome to the FlexPak Cafeteria Plan
This newsletter explains the basics of flexible spending accounts.

Guidelines for Over-the-Counter Drugs
Guidelines for the Use of Flexible Spending Account (FSA) Funds to Purchase Over-the-Counter Drugs after 1/1/2011.


Links

Publication 502: Medical & Dental Expenses
This publication explains the itemized deductions for medical and dental expenses that you claim on Schedule A (Form 1040).

Publication 503: Child & Dependent Care Expenses
This publication explains the tests you must meet to claim the credit for child and dependent care expenses. It explains how to figure and claim the credit.

Our Cafeteria Plan Tax Calculator
Use this calculator to see how participating in your employer's "Section 125 Cafeteria Plan" can help you pay less tax, and increase your net take home pay.


Presentations

Increasing FSA Enrollment Lifestyle-Family


If you are looking for information that is specific to your DayPak Retirement and/or FlexPak Cafeteria account(s), visit Portal Tutorials.