Welcome to the new
MoneyWise Solutions Website
We are an Employee Benefit Service Provider dedicated to delivering high-quality and cost effective benefit solutions for brokers and clients all around the United States.
Welcome to the new MoneyWise Solutions Website
Select the menu above or the links below to get started.
Elevating Benefits, Empowering Success
MoneyWise Solutions is where exceptional service meets a personal touch. We're not just about transactions; we're about connections. With a relentless focus on delivering the best customer experience, we pride ourselves on going above and beyond for each and every client and partner.
The MoneyWise Catalog
We offer a complete suite of products and services for clients of all sizes.
Putting
Relationships
First
-
Dedicated Account Management
-
Prompt & Responsive to Inquiries
-
Expert Guidance you can Trust
-
Transparent Communication
-
Customer Satisfaction Focused
Helpful Links & Resources
Your
Comprehensive
Benefits Hub
-
Multiple Products for Companies of All Sizes
-
One Debit Card for All Products
-
Resources at your Fingertips
-
One Seamless Implementation
FSA, Commuter, HSA & HRA
Login
Putting
Relationships
First
-
Dedicated Account Management
-
Prompt & Responsive to Inquires
-
Expert Guidance you can Trust
-
Transparent Communication
-
Customer Satisfaction Focused
Start your experience today.
Easy to Use
Technology
-
Participant Mobile App
-
Participant Portal
-
Employee Portal
-
Broker Portal
Submit Documents
Directly to MoneyWise
Non-Discrimination
Testing
Required annually by IRS if you have an FSA, HSA, HRA, POP or Self-Funded Plan.
5500 Filing
Required annually by the last day of the 7th month your plan year ends for groups with 100+ participants.
POP Document
Required for any size group that offers pre-tax health coverage. Included at no charge with any CDH Plan.
Wrap Document
Recommended for any size group that offers employee benefits.
Benefit Notices
Required to be distributed to employees at various times throughout the plan year.
FSA
Flexible Spending Accounts Medical and Dependent Care
HRA
Health Reimbursement Account
Full ACA Reporting Solution from filing to fulfillment.
ACA Reporting
Complete COBRA and Direct Billing Administration.
COBRA Administration
Family Medical Leave Act Administration
FMLA Administration
Non-Discrimination
Testing
Required annually by IRS if you have an FSA, HSA, HRA, POP or Self-Funded Plan.
5500 Filing
Required annually by the last day of the 7th month your plan year ends for groups with 100+ participants.
POP Document
Required for any size group that offers pre-tax health coverage. Included at no charge with any CDH Plan.
Wrap Document
Recommended for any size group that offers employee benefits.
Benefit Notices
Required to be distributed to employees at various times throughout the plan year.
Submit Documents
Directly to MoneyWise
FSA
Flexible Spending Accounts Medical and Dependent Care
HRA
Health Reimbursement Account
Elevating Benefits, Empowering Success
MoneyWise Solutions is where exceptional service meets a personal touch. We're not just about transactions; we're about connections. With a relentless focus on delivering the best customer experience, we pride ourselves on going above and beyond for each and every client and partner.
Find out what is covered.
The MoneyWise Difference
We are an Employee Benefit Service Provider dedicated to delivering high-quality and cost effective benefit solutions for Brokers and Clients all around the United States.
Putting
Relationships
First
-
Dedicated Account Management
-
Prompt & Responsive to Inquiries
-
Expert Guidance you can Trust
-
Transparent Communication
-
Customer Satisfaction Focused
Start your experience today
Your
Comprehensive
Benefits Hub
-
Multiple Products for Companies of All Sizes
-
One Debit Card for All Products
-
Resources at your Fingertips
-
One Seamless Implementation
Browse all our solutions.
Easy to Use
Technology
-
Participant Mobile App
-
Participant Portal
-
Employee Portal
-
Broker Portal
Full ACA Reporting Solution from filing to fulfillment.
ACA Reporting
Complete COBRA and Direct Billing Administration.
COBRA Administration
Family Medical Leave Act Administration
FMLA Administration
