2025 Open Enrollment is here!

Register for one of our 2025 Open Enrollment Webinars. See available dates.
If you’re ready to get started, enroll now! Enrollment ends Wednesday, November 27.

Enroll Today

The Emeriti Retirement Healthcare Savings Plan just got even better.

More convenience. More access. More control.
You get it all with our new partnership with OneBridge Benefits – a leader in modern health benefits.

Emeriti is partnering with OneBridge to make things easier for you, your employees, and retirees. This new partnership will see OneBridge assume the record keeping and claims management of the Emeriti program.

Starting on December 27, 2024…

YOU will have access to experienced support and intuitive software that will help you better administer the plan and provide an easier way to process reports.

YOUR EMPLOYEES will get a new website where they can manage their account, a new debit card and an updated app. Plus, they’ll no longer need to keep a balance in a money market account, meaning their entire account balance will stay invested AND they’ll have full access to their funds whenever they need them!

And remember… everyone will still receive triple tax-free savings and the same white glove service!

Important Information

Annual insurance open enrollment begins October 15th and ends November 27th.

Transition blackout period begins November 22nd and ends December 27th.

If any of your employees have questions, please tell them they will be receiving information about the transition in October.

If you would like to schedule a demonstration to see first-hand the administrative improvements Emeriti will gain from OneBridge’s systems, please email Stephanie Servaites at sservaites@emeritihealth.org to schedule an appointment.

Below we have put together some answers to frequently answered questions, but if you have any specific inquiries or issues, please contact us at 1-845-567-6666.

Frequently asked questions (FAQ)

When does the transition from TIAA and CBIZ to OneBridge take place?

The date for the transition will be December 27, 2024.
Will the recurring premium reimbursements that participants have established with CBIZ continue after the transition to OneBridge?

No. You will have to discontinue your recurring premium reimbursements and then register for a new “Automatic Premium Reimbursement” with OneBridge. Instructions on how to do this will come out in December.
Will the toll-free Emeriti Customer Service phone number remain the same?

Yes, following the transition to OneBridge, you may direct your employees to the same Emeriti toll-free number 1-866-EMERTI (1-866-363-7484) for any questions they may have. Following the transition, OneBridge Benefits will handle all customer services calls that were previously handled by two different vendors (TIAA and CBIZ).
When will current participant portal access switch to the new online portal account?

Following the blackout period (November 22 – December 27), everyone will have access to their new account on December 27, 2024.
Will the investment fund lineup be the same or will we be able to change the current investment elections with the transition from TIAA to OneBridge Benefits?

You can designate the new trust provider, Alta Trust, as a 3(38)-investment fiduciary for your plan or create a custom menu from any asset manager on the Schwab platform. This might include using your current funds, although we suggest you consider the lowest-cost share class available. Please note that if lineup changes are not confirmed by October 1, we can only implement them after completing the transition (early 2025).