Tag Archives: record keepers

  1. How Record keepers Can Help with Financial Wellness

    Man sitting at a desk on the phone with a client.

    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…

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  • Edukate integrates with your current employer benefits provider.

  • Most of our programs can be rolled out in less than 30 days.

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