Videos tagged 'Financial Wellness & Money Management'
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BenefitEd - 3x3x3 Challenge With Mike Riordan
BenefitEd simplifies education benefits, offering tax-free student loan repayment, tuition assistance, and college savings programs. We help employers retain top talent, reduce turnover, and boost employee satisfaction. Transcript: What is BenefitEd? Yeah, BenefitEd assists employer partners i...
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TempoPay - 3x3x3 Challenge With David Kinsey
TempoPay removes cost barriers to care by giving employees instant, interest free access to funds for medical expenses, helping employers boost productivity, retention, and financial wellness. Transcript: What is TempoPay? TempoPay is solving for the 49% of the U.S. population that doesn't hav...
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Manifest - 3x3x3 Challenge With Brooke Tomasetti
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...
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SavvyFi - 3x3x3 Challenge with Jovica Djurdjevic
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 ...
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Summer - 3x3x3 Challenge with Will Sealy
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...
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Sunny Day Fund - 3x3x3 Challenge With Rachel Fox
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...
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Lane Health - 3x3x3 Challenge with Arturo Serrano
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 ...
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Nav.it - 3x3x3 Challenge with Heidi Horan
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...
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Northstar - 3x3x3 Challenge with Amanda Peppers
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...
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Highway Benefits - 3x3x3 Challenge With Billy Knutsen
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...
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Foyer Home Savings - 3x3x3 Challenge With Landy Liu
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...
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Origin - 3x3x3 Challenge With Chad Schneider
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 ...
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Kashable - 3x3x3 Challenge With Zach Husain
Kashable provides a holistic financial wellness program that gives employees access to the lowest cost financing for unexpected life events, unlimited live financial coaching, and much more. Transcription: What is Kashable? Kashable is an inclusive financial wellness platform that provides all...
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GoodTrust Smart Estate Planning - 3x3x3 Challenge with Robyn Sechler
GoodTrust provides Smart Estate Planning as an employee benefit, protecting families and digital assets for peace of mind. Transcription: What is GoodTrust? GoodTrust is a smart estate planning service. It's delivered as a modern employee benefit, and it's really designed to improve our overal...
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SecureSave - 3x3x3 Challenge with Devin Miller
SecureSave is the category leader in workplace emergency savings programs. Transcription: What is SecureSave? Yeah, so SecureSave, we provide workplace emergency savings accounts. We work with employers to really solve the problem that you see up there. 56% of Americans don't have even $1,000 ...
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Sorbet - 3x3x3 Challenge with Veetahl Eilat-Raichel
Sorbet provides cash advances to employees based on their accumulated PTO. Employees can use the funds as they need- whether it be for emergencies or to fund a vacation. Transcription: What is Sorbet? So Sorbet was born when we noticed that a lot of US employees are not taking all of their ti...
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PTO Exchange - 3x3x3 Challenge with Josh Reinhard
PTO Exchange is a platform that allows employees to convert their excess PTO into benefits that matter to them - 401(k) or HSA contributions, student loan payments, charitable donations, and more. Transcription: What is PTO Exchange? So, PTO Exchange is a platform that allows employees to self...
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Paytient - 3x3x3 Challenge with Allen Pease
Paytient is the creator of Health Payment Accounts, an interest-free line of credit for healthcare costs. Paytient works with employers, insurers, and providers to help people access and afford care. Transcription: What is Paytient? Paytients find that employees often can't afford the out-of-p...
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Addition Wealth - 3x3x3 Challenge with Ana Mahony
Financial wellness. Free 1-on-1 sessions with CFPs/CPAs, customized platform with unique tools, resources & more. Transcription: What is Addition Wealth? Addition Wealth is a holistic financial wellness company that enables employees to make smarter financial decisions and make the most of...
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BrightUp - 3x3x3 Challenge with Connor M. Carroll
Emotionally intelligent financial wellness - compassionate capital, educational content, and financial coaching! Transcription: What is BrightUp? BrightUp is a financial wellness employee benefit solution. It is offered at no cost or for free to employers and in turn, rolled out to employees....
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Budgie Health - 3x3x3 Challenge with George Spurling
Reduce employer healthcare spend while improving employee financial wellness with data-based plan recommendations. Transcription: What is Budgie Health? Budgie Health is a financial wellness solution that guides employees to the right health plan during open enrollment. The way we do this is w...
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PayMedix - 3x3x3 Challenge with Tom Policelli
PayMedix is solving the problem of high out-of-pocket costs for everyone: Providers, Patients, Employers and TPAs. By guaranteeing payments to providers and credit for all patients, we are changing the way people access, use, & pay for healthcare. Transcription: What is PayMedix? PayMedix ...
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The Financial Gym - 3x3x3 Challenge with Sue Genau
Our approach to personal finances is free of judgement and shame. We offer live or recorded webinars, online courses, and one-on-one guidance through Trainer Office Hours and Trainer on Demand services (it's like "phone-a-friend" for your finances). Transcription: What is The Financial Gym? W...
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Questis - 3x3x3 Challenge with John Tabb
Questis transforms businesses into life-changing employers by solving the root causes of employee financial stress with technology and 1v1 coaching. What is Questis? Questis is a complete personal finance solution for businesses that transform employees' relationships with money and really targ...