1. 401(k) Best Practices

    Planning for retirement is an important part of financial planning, and the traditional 401(k) is the most popular retirement plan for employees. This qualified retirement plan that lets employees save for retirement by putting money into an account before taxes are taken out. Employers can also choose to match the contributions their workers make. But…

  2. 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,…

  3. 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…

  4. 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.

  5. 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.

  6. 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.