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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
  •   FSA
  •   Commuter
  •   HSA
  •   HRA

COBRA & Direct Billing Administration

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