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OHBEN1151 - Assign Spending Account Attributes

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In this step, you enter the details of your flexible spending accounts including contribution limits, an employer contribution variant (if required), and rules for the reimbursement of claims.

The Dependent Care Spending account requires a minimum contribution amount of $100 and allows a maximum contribution of $4,000.

There is no employer contribution.

The minimum payout is $25.

Employees can make claims up to 90 days after the end of the year for expenses from that year.

The maximum payout for a claim is the annual contribution, even though the employee may not have actually contributed the total annual amount.

1. Enter minimum and maximum annual contributions, as required.
2. If you want to use an off-cycle plan year, enter the start date (see the notes on plan years below).
3. If the employer contributes to the plan, enter the appropriate employer contribution variant.
4. Indicate if the plan is relevant for Health Savings Account (HSA).
5. If the plan is a Health Care FSA plan, proceed as follows:
1. Select the Health Care FSA checkbox.
2. Indicate if the plan allows carryover.
3. Specify whether the system prioritizes the balance from the previous or from the current year to reimburse the employee.
6. Enter a claim reimbursement wage type.

This wage type is required by payroll in order to repay employees for incurred expenses, and is set up in your country version of the Payroll Implementation Guide. Liase with your payroll administrator to ensure that this wage type is set up correctly.

1. Enter the minimum claim amount.
2. Enter the date at the end of a plan year up to which the employee can still claim reimbursement for eligible medical expenses.
3. Enter the date at the end of a plan year up to which the employee can still incur expenses and submit claims for these expenses.
4. Specify whether the maximum reimbursement amount is the current account balance or the annual contribution.

You can enter an off-cycle plan year to override the calendar year as the default cumulation year for contributions. The plan year does not determine the validity of FSA records (infotype 0170); this is controlled by the benefits administrative parameters for enrollment or can be specified manually on the infotype itself.

It is possible to have plan years that run for less than 12 months. To do this, you should create back-to-back entries for the same plan in this step. The entries should run for the period of the plan year you require, and the plan year on the entry should be the begin date of the entry. You must also ensure that the FSA infotypes also have the same validity as the entries you make here.

Since the annual contribution amounts are stored on FSA infotypes, SAP recommends that use a cumulation year (either calendar or off-cycle) that matches the validity period of the infotype records. This ensures that the annual contribution amount is cumulated over the same period.

Contributions are always calculated until the end of the current plan year, regardless of infotype validity. Therefore, if your plan years do not coincide with the validity period of FSA infotypes, the following occurs:

• If an FSA infotype record begins in the middle of a plan year, the target amount on the record is reached by the end of the plan year (that is in less than 12 months) and before the end of the infotype validity.

• If an FSA infotype record ends in the middle of a plan year, the system calculates deductions as if the record runs until the end of the plan year. Therefore, the target amount is not reached by the end of the infotype validity.

Your plan year for FSAs is 1 April to 31 March. An employee wants to participate in an FSA from 1 January to 31 December.

The annual target contribution is $1200.

Between the start of participation and the end of the plan year, the employee pays the full contribution (1200/3 = $400 per month for January to March).

From April, contributions are deducted as they would be in order to reach the target amount over 12 months (1200/12 = $100 per month). This amount is deducted from April until the end of the infotype validity in December (9 months x $100 = $900 total contribution).

It is therefore possible to enroll employees shortly before the close of a plan year, and still allow them to contribute and benefit from the full annual amount.

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