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Resource Center
Brokers
If you can't locate what you need below, feel free to contact us.
Resource Center
Brokers
If you can't locate what you need below, feel free to contact us.
Quick Links
Quick Links
Helpful Links
View all Participant Info, Run Reports, View & Process Enrollments
View all Group and Participant Info, Run Reports, View & Process Enrollments
Check out a full overview of how to get started with MoneyWise.
Let us know how we can help!
Helpful Links
View all Participant Info, Run Reports, View & Process Enrollments
View all Group and Participant Info, Run Reports, View & Process Enrollments
Check out a full overview of how to get started with MoneyWise.
Let us know how we can help!
Flyers & Guides
Title | Category |
|---|---|
COBRA Group Implementation Overview | Implementation |
COBRA Rate Template - Excel | Implementation |
COBRA Guidelines by State | Group Guide |
COBRA MW QE Process Overview | Group Guide |
Broker COBRA Portal Guide | Portal |
Employer COBRA Portal Guide | Portal |
COBRA Mobile App | Participant App |
Maryland State COBRA Info | State Info |
Maryland State vs Federal COBRA | State Info |
Connecticut State COBRA Info | State Info |
Initial Rights Employee Tempalte | Implementation |
COBRA QB Template | Implementation |
COBRA Disaster Relief Announcement | Announcement |
Title | Category |
|---|---|
Bancorp Form (HSA Plans Only) | New Client PPWK |
ACH Draft Form MoneyWise | New Client PPWK |
CDH New Client Setup Form 1 - Spending Accounts | New Client PPWK |
New Client Setup Form 2 - Plan Set Up | New Client PPWK |
How to Save on your Commute Flyer | Participant Handout |
How to Place your Smart Commuter Order | Participant Handout |
HRA Plan Comparison | Product Comparison |
HSA,FSA,HRA Comparison | Product Comparison |
HSA, FSA Comparison | Product Comparison |
Participant Mobile App Flyer | Mobile App |
Mobile App Guide - FSA, HRA | Mobile App |
Mobile App Guide - HSA | Mobile App |
FSA Participant Welcome Guide | Participant Welcome Guide |
HSA Participant Welcome Guide | Participant Welcome Guide |
HSA with FSA Participant Welcome Guide | Participant Welcome Guide |
CDH Implementation Overview | Group Implementation Guide |
HSA Implementation Overview | Group Implementation Guide |
FSA Implementation Overview | Group Implementation Guide |
HSA Account Transfer Form - Participant | Participant Form |
SFTP Request Form | Group Form |
Section 105 Plans Overview | Product Overview |
Participant CDH Portal Guide - FSA, HRA | Portal Guide |
Participant CDH Portal Guide - HSA | Portal Guide |
Compliance Administration
ACA Reporting
Flyers & Guides
CDH Spending Accounts
Title | Category |
|---|---|
COBRA Group Implementation Overview | Implementation |
COBRA Rate Template - Excel | Implementation |
COBRA Guidelines by State | Group Guide |
COBRA MW QE Process Overview | Group Guide |
Broker COBRA Portal Guide | Portal |
Employer COBRA Portal Guide | Portal |
COBRA Mobile App | Participant App |
Maryland State COBRA Info | State Info |
Maryland State vs Federal COBRA | State Info |
Connecticut State COBRA Info | State Info |
Initial Rights Employee Tempalte | Implementation |
COBRA QB Template | Implementation |
COBRA Disaster Relief Announcement | Announcement |
COBRA Administration
ACA Reporting
Title | Category |
|---|---|
MoneyWise ACA Process | Flyer |
Are you ALE Flyer? Calculating FTE | Flyer |
ACH Debit Form | Implementation |
Employee Census Self-Funded Template | Implementation |
Employee Census Fully Insured | Implementation |
ACA Intake Form | Implementation |
Title | Category |
|---|---|
Non-Discrimination Testing Types of Tests | Flyer |
Non-Discrimination Testing Overview | Flyer |
Non-Discrimination Testing Client Set Up Form | Implementation |
FSA Non-Discrimation Testing Template | Implementation |
HRA or Self-Funded 105H Non-Discrimination Template | Implementation |
HSA or Fully Insurance Medical Section 125 Non-Discrimination Template | Implementation |
5500 Client Set Up Form | Implementation |
POP Document Client Set Up Form | Implementation |
WRAP Document Client Set Up Form | Implementation |
Benefit Notice Client Set Up Form | Implementation |
Compliance Administration
Title | Category |
|---|---|
Non-Discrimination Testing Types of Tests | Flyer |
Non-Discrimination Testing Overview | Flyer |
Non-Discrimination Testing Client Set Up Form | Implementation |
FSA Non-Discrimation Testing Template | Implementation |
HRA or Self-Funded 105H Non-Discrimination Template | Implementation |
HSA or Fully Insurance Medical Section 125 Non-Discrimination Template | Implementation |
5500 Client Set Up Form | Implementation |
POP Document Client Set Up Form | Implementation |
WRAP Document Client Set Up Form | Implementation |
Benefit Notice Client Set Up Form | Implementation |
Title | Category |
|---|---|
MoneyWise ACA Process | Flyer |
Are you ALE Flyer? Calculating FTE | Flyer |
ACH Debit Form | Implementation |
Employee Census Self-Funded Template | Implementation |
Employee Census Fully Insured | Implementation |
ACA Intake Form | Implementation |
COBRA Administrator
CDH Spending Account
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