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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 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. 

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

COBRA  & Retiree
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FSA, Commuter, HSA & HRA
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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

HSA

Health Savings Account

HRA

Health Reimbursement Account 

Transit

Transit Spending Account

Parking

Parking Spending 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

HSA

Health Savings Account

HRA

Health Reimbursement Account 

Transit

Transit Spending Account

Parking

Parking Spending 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.