1. How to Optimize Your Health Savings Account (HSA)

    For a variety of reasons, health savings accounts (HSAs) are becoming a popular employee benefit. However, most employees may not understand how to optimize their health savings account. Why Choose a HSA? For starters, they allow employees to pay for medical expenses with pre-tax dollars. This can result in significant tax savings for employees. Second,…

  2. Things to do with Your Benefits Program Before Year-End

    Helping your employees step into the new year on the right foot doesn’t just feel great it’s also the perfect way to make sure your programs continue to have healthy participation all year. Here is an updated post that includes tips to boost your benefits program before the end of the year. Benefits Review It’s…

  3. Financial Flexibility Isn’t True Wellness

    The best way to help employees feel less stressed is to help them feel more financially confident. But recently, financial flexibility has taken the place of true wellness.

  4. 2020 Financial Wellness Outlook: Guidance and Bite-Sized Wellness

    As 2020 gets started, financial wellness programs are continuing to shift. They’re no longer only offering education-based financial wellness.

  5. Meet Your Trusted Advisor

    We are combining Edukate’s financial benefits platform and Trusted Advisor’s tech-enabled financial counseling into one offering for employers and employees alike.

  6. Keep Employees Longer with the Right Benefits

    Did you know that it’s easier to keep employees longer when they feel like they’re getting help navigating their finances. It’s true. When your team has access to financial tools, retention rates go up. But if employers fail to act, they’re more likely to look for a new job. Increased Turnover Costs Turnover costs cost…