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Employee Benefits

A unique suite of employee benefits focused on employee engagement with little to no company cost or administration!

Employee stress related to money issues has reached critically high levels. In fact, the latest research states that financial issues are the number one cause of workplace stress. This stress negatively impacts employee engagement and other key business metrics. Address this head on by providing your employees our free resources, benefits, and education.


Employee Education

We offer employee education FREE of charge. All of our seminars are conducted in a zero pressure environment with NO SELLING or endorsement of products whatsoever. Financial education contributes significantly to increasing both employee engagement and bottom line results. These are not sales events, they are strictly educational.

401(k) Engagement with SaverNation™

The first cash back program for 401(k) plans. Employees no longer have to choose between saving and spending. This program essentially turns credit card points into cash back to your 401k account!

Voluntary Individual Pension Savings Accounts (VIPSA)

Company pensions are gone but this doesn’t mean every individual can’t create their own through payroll deduction! Because these are based on contractual guarantees not market performance they are a great compliment or a safe alternative to the traditional 401k.
• Creates guaranteed lifetime income
• Provides guaranteed growth
• Contains zero downside stock market risk
• Can be an IRA, Roth IRA, or simply After Tax money
• Simple and transferable payroll deduction, bank draft, or automated bill pay

Voluntary Individual Education Savings Accounts (VIESA)

Automate college savings for your children now with tax advantaged savings accounts for educational expenses
• Coverdell ESA, 529 or Custodial Account plans available
• Simple and transferable payroll deduction, bank draft, or automated bill pay
• Accounts are invested, diversified and managed starting with first deposit

Voluntary Savings Accounts (VSA)

Simple and transferable payroll deduction, bank draft, or automated bill pay investment savings accounts.
IRA, ROTH IRA, and standard after-tax accounts available for:
• Retirement savings
• Emergency savings account
• Home purchase down payment
• Vacation funds
• Car purchase funds
Accounts can be invested, diversified and managed.

401k and 403b

We team up with the best programs in the nation to provide you with the absolute best solution for your business and employees.

Health Insurance

Individualized health benefits shopped without bias. We specialize in creating solutions for small to midsized businesses. Our goal is not to offer short-term answers, but rather long-term solutions.

Life Insurance

From group life insurance to key person policies, we do it all. Protect your business and reward your most valued employees.

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