You’re feedback is requested – spring Road to Retirement event and retirement planning!

Human Resources is seeking feedback on the spring Road to Retirement event as well as retirement planning in general. A brief survey is being utilized to gather input from benefits-eligible employees. Survey results are anonymous, and will be used by HR for future Road to Retirement events to ensure retirement-planning needs are being met.

Form 5498-SA available in May for 2020 contributions

Form 5498-SA – which shows the total amount of contributions made to an HSA from any source for the previous plan year (2020 in this case) – will be available within the HSA Bank member portal by end of day on May 19. You will receive an email from HSA Bank when they are posted. Log in and hover over “Accounts,” then click “Statements.” Click the 5498-SA (2020) link in the HSA Tax Statements box.

Forms will mail out in late May through the end of June; however, forms are not mailed out automatically unless you opt into receiving a paper copy. To opt in, log into HSA Bank, scroll down to the “Quick Links” box, and click “Statement Preferences.” In the Statements section, place a checkmark under "Paper" in the HSA Tax Documents row.  You may also call HSA Bank at 800-357-6246 to request a paper copy. Be sure to verify your address on file with Purdue is up to date first.

Form 5498-SA is for informational purposes only and is not required to file with your tax return.

Enrollment in voluntary retirement savings plans always available

Purdue offers all employees, including temporary and student workers, the opportunity to contribute some of their salary to a tax-favored retirement program through automatic payroll deductions. The University offers two voluntary savings plan options through Fidelity. The Purdue-dedicated Fidelity website is available around the clock, allowing Purdue faculty and staff to manage their voluntary retirement savings contributions and investment mix year-round.  Via the website, faculty and staff can begin, stop, increase or decrease contributions to voluntary retirement savings at any time. The site also provides access to change the future investment mix for any of the employee's Purdue retirement account contributions, including Purdue's contribution and the employee's contribution. Pre-tax and Roth savings options are available with a range of investment alternatives. Funds are immediately vested and may be retained or rolled over upon separation from Purdue. For more information, call Fidelity at 800-343-0860.

HSA investment options available

As a reminder, Health Savings Accounts (HSAs) are interest-bearing accounts, which means you have the opportunity to potentially increase your funds by taking advantage of investment options. To learn more, review HSA Bank’s “HSA Self-Directed Investment Options” web page. 

Important reasons to review SSN information in Benefitfocus

For several reasons, employees are asked to review their social security number (SSN) along with those of their dependents in Benefitfocus and make any corrections that are needed.

  • If your SSN is incorrect, your social security tax payments won’t get credited to you.
  • The Affordable Care Act (aka Health Care Reform) requires employers to send dependent social security numbers (SSN) for those covered on a Purdue medical plan to the IRS, along with the dependent’s medical plan election. If your dependent does not have an SSN to enter, you may disregard this message.
  • In order to get reimbursed from your health reimbursement arrangement (HRA) for eligible expenses incurred by your dependents, HSA Bank must have a valid SSN on file.
  • For dependents to utilize Rx Savings Solutions, they must have their SSN on file.

To access Benefitfocus, use the OneCampus Portal. Find the “Benefit Enrollment – Active link” and click it to log into Benefitfocus.

Once logged into Benefitfocus, click the gold button “To Enroll, Make a Change, and View Your Benefits CLICK HERE.”  In the menu on the left, click Dependents.  Under Actions, click Edit next to your dependent’s name. Review the SSN for that dependent for accuracy. If you need to make a change, click Show and Edit just beneath the number to enter a new number, then click the black Save box at the bottom of the page.  If no change is needed, click Cancel at the bottom of the page. Please be sure to do this for any dependents (spouse and children) whom you covered at any time to date in 2020.

For more information, please contact Human Resources at 765-494-2222, toll-free at 877-725-0222 or via email at

Behavioral health resources available

Behavioral health – one of the five pillars of the Healthy Boiler Program – plays a key role in overall employee well-being. In an effort to help Purdue employees manage stress, anxiety and more, see the recent email sent from Human Resources. Additionally, the Mental Health Resources web page offers a variety of available resources.

Resources also available to assist students 

Faculty and staff, who work with students or have a student at home, can direct students to the resources below for behavioral health assistance. Note: LiveHealth Online Psychology and LiveHealth Online Psychiatry services are also available to Purdue students who are covered on a Purdue Graduate Student or Student Health Plan. Mental health visits through LiveHealth Online are covered at 100 percent on the Purdue student health plan.   

Office of the Dean of Students:

Counseling & Psychological Services (CAPS):