125 Plans/Health Reimbursement Arrangement: Can I rollover unused HRA funds to be used next year?

One of the great values of an HRA is that all or a portion of the funds remaining in your account at the end of the plan year will automatically rollover to next year’s HRA plan for expenses next year. Check your summary plan document for how much of your HRA you can rollover at the end of the year. Using funds carefully means you’ll have more saved up for next year.

Recent Posts