Financial Wellness
The County offers several different types of tax savings accounts for employees to voluntarily enroll in. Employees can also plan ahead for retirement with a Deferred Compensation Plan through Nationwide.
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Spending & Savings Accounts General Information
| Visit County Nationwide Website |
Tax Savings Accounts Benefits and Resources
Compare Healthcare, Dependent Care, and Limited Purpose FSAs with account details and eligibility information. | |
| Learn more about how an HSA help you get more value from your pre-tax dollars. Available for HDHP enrollees only and must be HSA eligible to enroll. | |
Register your Flexible Spending Account (FSA) and Health Savings Account (HSA) debit cards in order to begin using funds. | |
| Submit a FSA or HSA Claim for Reimbursement | Review the reimbursement process when submitting a claim for your FSA or HSA. |
Voluntary Nationwide Retirement and Other Savings Accounts
| Start saving towards retirement by contributing to a voluntary Deferred Compensation savings plan with Nationwide.
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| Post Employment Health Plan (PEHP) | Defray the the cost of health care after separating from County service with a PEHP account, with varying types determined by Bargaining Unit. |
Other Financial Wellness Tools
| Assist to Own | Assist to Own is a program available only to County of San Luis Obispo employees (permanent/temporary). Through this program, employees can apply for down payment and closing cost assistance to help with purchasing or refinancing a primary residence. |
| GotZoom is a new program that provides you with the tools and support to navigate your Federal Student Loans. | |
| ScholarShare 529 | ScholarShare 529 is an investment account that offers tax benefits when used to pay for qualified education expenses. |
Educational Resources
Alliant Video | Learn how the High Deductible Health Plan works alongside a Health Savings Account |
Alliant Video | Review how the FSA can help lower your taxable income and pay for eligible expenses. |
