Your Comprehensive Benefits Hub.

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.

ACA (1094/1095) Compliance Solutions

From filing to fulfillment we eliminate the stress and ensure you are compliant.
• Automated Code Generation on Form 1095
• 1094 & 1095 Form Generation
• Authorized Electronic IRS Filing Service
• State Filing
• Employee Form Fulfillment and Distribution

Compliance Solutions

Reduce the Administrative Load and Mitigate Employer Risk with these MoneyWise Compliance Solutions.
• 5500 Filing
• Non-Discrimination Testing
• POP Documents
• Wrap Documents
• Benefit Notices

FMLA Administration

Simplifying Leave Management complexities.
• Leave Tracking and Management
• Employee Communication
• Premium Billing and Collection
• Remittance Payments
• Compliance Review
• Employer Portal

Spending Accounts & COBRA Administration

The MoneyWise Catalog also includes multiple CDH plans and full COBRA & Direct Billing Administration.

Consumer Driven Health Spending Accounts
• Commuter

COBRA Administration

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