1. 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.

  2. How Record keepers Can Help with Financial Wellness

    Many employers rely on their record keeper for financial benefits. That means record keepers have a chance to help with financial wellness. But financial wellness can’t just be offering retirement plans. They must also offer help with budgeting, saving, and debt management. Retirement saving is only possible when employees feel financially confident. Financial Priorities Many…