Your benefit plans, your way.
Easily build and customize your benefits plans with our configurable attributes that bring your exact concepts to fruition.
For your people and your business.
Our intuitive, fully configurable plan builder gives you complete control — even at the sub-plan level.
- Real-time CIP that can be integrated with your enrollment platform.
- Embedded investments.
- Native experience, no redirecting to a partner site.
- Real-time account opening.
- Intuitive experience.
Four distinct investing models
- Managed by a RIA with phone support of licensed investment advisor
- Low cost ETFs and fractional trading with microshare access
FSA / LPFSA
- Using technology to scan receipts and documents for required information provides a faster and easier way to get reimbursement requests submitted, approved and processed.
- No waiting for payments, either. Push-to-debit capabilities put money back in your pocket right away.
- You can use a unique indicator to switch from a limited purpose FSA to a standard FSA. No need for separate plans.
Maximize tax-free savings with our easy and convenient Dependent Care Assistance Program (DCAP). Pay for daycare, after-school programs, work-related babysitting, summer day camps, and more with the Elevate card or Bill Pay. You can also get reimbursed if you've already paid with another method.
- Traditional commuter programs are complicated and difficult to use. Major public transit hubs are moving to contactless payment.
- We offer streamlined and convenient parking and transit benefits on a contactless card.
- Employees can use both pretax and after-tax dollars.
- Use for buses, trains & subways, ferries, van pools, commuter highway vehicles, car services, or apps such as uberPOOL & Lyft Line.