Viewing Pre-Tax Account Balances - Employee

Viewing Pre-Tax Account Balances - Employee

If your employer offers Pre-Tax benefits that are administered by BerniePortal, you can login to BerniePortal to file a claim or check your account balances at any time!

To access your Pre-Tax accounts:

  1. First, login to BerniePortal (https://app.bernieportal.com/en/login)
  2. Next, In the benefits window on your home screen, switch from “Election Cost” to “Pre Tax”
  3. Here is where you can file a claim, view your expense history, and see your account balances for all of your Pre-Tax benefits that are administered through BerniePortal! You can also click on "My Account" to view more options. 


    • Related Articles

    • Change HSA Amount

      A Health Savings Account (HSA) is a valuable benefit to offer employees. Contributions can be made by an employer in addition to an employee’s own contribution, tax free. Throughout the year, employees may want to adjust how much they contribute to ...

    • Viewing COBRA Details - Employee

      If your employer utilizes BerniePortal for COBRA administration, employees who are enrolled in COBRA will have an overview of important COBRA details directly on their home page under the 'Benefits' area. The 'Paid-Thru' tab will list the employee's ...

    • Understanding the Employee List

      The “Employees” tab houses a list of all employees within an employer account in BerniePortal so that you can easily retrieve and edit information when needed. Employees are sorted alphabetically by their status. See below for a definition of each ...

    • Completing and Formatting the Employee Census

      Do not include the person who signed the MSA on the census. Their account was created when they signed the MSA. All fields below in blue are required fields on the census. Be sure to use the template from BerniePortal, and do not alter any of the ...

    • Changing Employee Subgroups

      Placing employees in the correct subgroups ensures that BerniePortal shows employees the right benefits and premiums, PTO balances, billing locations, and more. For example, if an employee was promoted into the management subgroup for "Benefits" or ...