Welcome to the new MoneyWise Solutions Website
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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
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Dedicated Account Management
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Prompt & Responsive to Inquiries
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Expert Guidance you can Trust
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Transparent Communication
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Customer Satisfaction Focused
Helpful Links & Resources
Your
Comprehensive
Benefits Hub
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Multiple Products for Companies of All Sizes
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One Debit Card for All Products
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Resources at your Fingertips
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One Seamless Implementation
Easy to Use
Technology
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Participant Mobile App
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Participant Portal
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Employee Portal
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Broker Portal
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.
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.