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American Fidelity Blog

General

Will Your Pension Be Enough?

Worried about your pension? Learn about retirement plans, managing savings, and additional income sources for a secure retirement.

Customer Stories

Making a Connection in Michigan with Kendra Messing

Kendra Messing, a Michigan school district business director, praises American Fidelity for fostering strong connections with her team over the past seven years.

Careers

Mental Health and Work-Life Balance

Discover how American Fidelity supports mental health and work-life balance through daily wellness practices, anxiety-reducing techniques, purpose-driven tools, and supplemental benefits like HSAs...

Careers

Perks of a Career at American Fidelity

Discover why American Fidelity is a Great Place to Work for All! Learn about our comprehensive benefits, including medical, dental, vision, life, and disability insurance, flexible work schedules,...

Customer Stories

Esther’s Story: Support, Strength, and Shopping

Esther, a veteran math teacher at Memphis Shelby County Schools, had her life changed forever by a call during Spring Break in 2022.

Reimbursement Accounts

How HSAs Can Benefit Single Parents

A Health Savings Account (HSA) may benefit single parents by helping them manage medical expenses, save for emergencies, and support physical and mental health. Share this with your employees to he...

General

Post-Tax vs. Roth Retirement Accounts Explained

Learn the key differences between post-tax retirement accounts and Roth accounts in this comprehensive guide. Understand their tax treatments, contribution limits, and withdrawal rules to optimize...

Customer Stories

Streamlining Section 125: A Success Story

Josh Smith, Finance Director at Woodhaven-Brownstown School District, partnered with American Fidelity to simplify Section 125 planning for 500+ staff members.

General

Pre-Tax Retirement Plan Withdrawal Options

Explore your retirement withdrawal options, including systemic, periodic, and one-time withdrawals, as well as required minimum distributions (RMDs). Learn how to create a tax-efficient strategy to...

Customer Stories

Take Advantage of In-Person Enrollment

Discover how in-person benefits enrollment empowers individuals to make confident, informed decisions. Hear real stories from people like Andrea, April, and Jackie who found clarity, support, and p...

Reimbursement Accounts

FSA Carryovers, Grace, and Runoff Periods Explained

“Use or Lose!” – Deciphering the difference between carryover provisions, grace periods, and runoff periods.

Reimbursement Accounts

Avoid Losing Unused FSA Funds: Key Tips

While FSAs must adhere to the “use-or-lose” rule, employers may offer one of two options to help you avoid having to forfeit your unused funds.

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