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Emeriti Health Accounts
866-363-7484
To help you save for your future health care needs, SMU provides the Emeriti Health Account, a tax-advantaged way to invest and accumulate assets to pay for your insurance premiums and other eligible health expenses in retirement. The investment fund choices and administrative services for these accounts are provided by Fidelity Investments. ® The Emeriti Health Account is not related to the SMU 403(b) Retirement Plan.
Here’s a brief summary of how the accounts work:
- If you are age 40 or older, you will automatically be enrolled in an Emeriti Health Account, and you will contribute $50 per month on a pre-tax basis. SMU will begin making matching contributions on your behalf as long as you remain an eligible employee until you retire or for up to 25 years, whichever occurs first. Once enrolled, you choose how to invest your contributions among several Fidelity investment fund options. You may also make unlimited, voluntary contributions to your account on an after-tax basis.
- If you are under age 40, you can enroll in and make voluntary, unlimited after-tax contributions to an Emeriti account. Once you reach age 40, you will begin contributing on a pre-tax basis and SMU will begin making matching contributions on your behalf as long as you remain an eligible employee until you retire or for up to 25 years, whichever occurs first.
For more information please click on the links below:
