Flexible spending accounts and the use-it-or-lose-it provision

C-Tier
Journal: Applied Economics
Year: 2013
Volume: 45
Issue: 35
Pages: 4928-4939

Authors (3)

James H. Cardon (Brigham Young University) Jeffrey T. Denning (not in RePEc) Mark H. Showalter (not in RePEc)

Score contribution per author:

0.335 = (α=2.01 / 3 authors) × 0.5x C-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Flexible spending accounts (FSAs) are a widely used arrangement that allow employees to pay for qualified out-of-pocket health expenses with pre-tax dollars. The original structure of FSAs included a significant forfeiture risk if households had unused funds in their accounts at the end of the year. In 2005, the US Treasury made an administrative ruling that offered a grace period for spending FSA funds after the end of the calendar year, thereby substantially reducing forfeiture risk. We use a unique panel data set to evaluate the effects of this rule change.We find that the change increased FSA participation rates by about 4 percentage points (17% increase from a 23.9% baseline). We also find that FSA election amounts increased by just over 3%, though this result is more fragile.

Technical Details

RePEc Handle
repec:taf:applec:v:45:y:2013:i:35:p:4928-4939
Journal Field
General
Author Count
3
Added to Database
2026-01-25