Easier Plan Organization with New Upload Tool

Edukate is bringing big changes to our employee census upload tool. For administrators, the census uploader lets them add or remove employees from Edukate.

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.

5 Ways Technology Can Help Manage Your Finances

We are living in a world that is becoming more digitally advanced each day, causing us to rely more heavily on technology to provide immediate answers and solutions.

Looking for an effective financial wellness program? We have an app for that.

With the Edukate Mobile Companion, employees can learn about student loans, retirement, budgeting, buying a car, managing debt, and much more. They can save content for later and read it offline. This makes content easily accessible on the go!

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.

Rethinking Financial Wellness Education ROIs

Recordkeepers and employers are beginning to rethink their approach to financial wellness. Almost all employers say they offer financial wellness benefits of some kind.

But many employers face a hurdle. Defining a tangible ROI for a wellness program can be difficult.