Videos tagged 'Financial Wellness and Security'

  • 02:58

    Manifest - 3x3x3 Challenge With Brooke Tomasetti

    April 21, 2025

    Manifest helps employees find and consolidate old 401(k)s in under 10 minutes—improving retirement outcomes, reducing plan costs, and boosting engagement with zero cost to employers. Transcript: What is Manifest? Manifest is the easiest way to consolidate retirement accounts. The average emplo...

  • 01:56

    SavvyFi - 3x3x3 Challenge with Jovica Djurdjevic

    March 19, 2025

    SavvyFi offers a comprehensive education benefits bundle for employees, covering college savings, loan repayment, and more, tailored for forward-thinking employers to address workforce financial stress. Transcript: What is SavvyFi? SavvyFi is a holistic education benefit bundle that minimizes ...

  • 02:36

    Summer - 3x3x3 Challenge with Will Sealy

    January 16, 2025

    Summer partners with employers to deliver tailored benefits that empower employees to save for education, better manage their student loans, find forgiveness options, and lower monthly payments. Transcription: What is Summer? Summer is a company solving one of the biggest problems in the US to...

  • 02:37

    Inspira Financial - 3x3x3 Challenge With Kathy Clark

    January 8, 2025

    Inspira Financial offers consumer-directed healthcare and financial wellness products, focusing on personalized service, innovative technology, and secure solutions for employers and employees. Transcript: What is Inspira Financial? Inspira Financial, formerly known as Millennium Trust, PayFle...

  • 02:51

    Sunny Day Fund - 3x3x3 Challenge With Rachel Fox

    November 6, 2024

    Emergency Savings Accounts as an employee benefit. Stop the rampant retirement loans/withdrawals with payroll deducted savings that workers can use for emergencies and other goals. Out-of-plan ESA. Transcript: What is Sunny Day Fund? Sunny Day Fund is an out of plan ESA. It's a financial welln...

  • 02:28

    Lane Health - 3x3x3 Challenge with Arturo Serrano

    October 30, 2024

    Lane Health offers the Healthcare Spending Card (HSC), a unique lending solution to address the problem of healthcare affordability and accessibility, all with no annual fee or credit checks. Transcript: What is Lane Health? Lane Health is a healthcare and financial wellness company that's on ...

  • 02:38

    Nav.it - 3x3x3 Challenge with Heidi Horan

    October 23, 2024

    Nav.it is a financial health app revolutionizing employee well-being by reshaping how HR managers perceive the financial health of their workforce and their organizations. Transcript: What is Nav.it? So, Nav.it is a financial health tool, designed to meet employees where they're at and help th...

  • 02:36

    Northstar - 3x3x3 Challenge with Amanda Peppers

    October 16, 2024

    Northstar is a holistic financial wellness benefit that guides employees through key financial and life decisions, and helps them make the most of their compensation and benefits. Transcript: What is Northstar? Northstar is a holistic financial wellness benefit that guides employees through ke...

  • 02:17

    Highway Benefits - 3x3x3 Challenge With Billy Knutsen

    October 2, 2024

    Highway is a third party provider of Section 127 education benefits: Student Loan Repayment and Tuition Reimbursement Transcription: What is Highway Benefits? Highway Benefits is a third-party benefits administrator that helps companies set up 127 plans. As of 2020, the CARES Act expanded Sect...

  • 02:39

    Foyer Home Savings - 3x3x3 Challenge With Landy Liu

    September 25, 2024

    Foyer is the "401k" for homeownership. Foyer provides companies a home savings program for their employees with a funded match and real estate education all through a personalized app. Transcription: What is Foyer Home Savings? Foyer is a platform designed to help the next generation of employ...

  • 02:46

    Origin - 3x3x3 Challenge With Chad Schneider

    September 20, 2024

    Welcome to the future of wealth management! Origin has expanded far beyond our roots in spending & budgeting. We’re bringing complete wealth management to the masses. Transcription: What is Origin? Origin is the leader in holistic modern financial wellbeing in a comprehensive manner. As ...