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.

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Employees

Employers

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

Start your experience today.

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

Browse all our solutions.

COBRA & Retiree

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

See a demo today.

Submit Documents

Directly to MoneyWise

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Non-Discrimination
Testing

Required annually by IRS if you have an FSA, HSA, HRA, POP or Self-Funded Plan.

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5500 Filing

Required annually by the last day of the 7th month your plan year ends for groups with 100+ participants.

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POP Document

Required for any size group that offers pre-tax health coverage. Included at no charge with any CDH Plan.

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Wrap Document

Recommended for any size group that offers employee benefits.

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Benefit Notices

Required to be distributed to employees at various times throughout the plan year.

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FSA

Flexible Spending Accounts Medical and Dependent Care