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First Dollar Achieves SOC 2 Type II Certification

Retrieved on:

Thursday, July 28, 2022

AUSTIN, Texas, July 28, 2022 /PRNewswire/ -- First Dollar , the health wallet for modern benefit providers, today announced that it has achieved SOC 2 Type II compliance in accordance with American Institute of Certified Public Accountants (AICPA) standards for SOC for Service Organizations also known as SSAE 18.

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AUSTIN, Texas, July 28, 2022 /PRNewswire/ -- First Dollar , the health wallet for modern benefit providers, today announced that it has achieved SOC 2 Type II compliance in accordance with American Institute of Certified Public Accountants (AICPA) standards for SOC for Service Organizations also known as SSAE 18.
Achieving this standard with an unqualified opinion serves as third-party industry validation that First Dollar, Inc. provides enterprise-level security for customer's data secured in the First Dollar, Inc. System.
"Completing a Soc II certification rightfully takes a significant amount of time and energy," said Geoffrey Scott, First Dollar's Vice President of Risk and Compliance.
An unqualified opinion on a SOC 2 Type II audit report demonstrates to First Dollar, Inc.'s current and future customers that they manage their data with the highest standard of security and compliance.

Fidelity® Study: More Than Half of Caregivers of Loved Ones With Disabilities or Special Needs Had Little Time to Prepare Before Assuming Responsibility —for Future Caregivers, the Time to Plan Is Now

Retrieved on:

Wednesday, July 27, 2022

Forty-four percent of caregivers took on responsibilities by default rather than volunteering or through family conversations.

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Forty-four percent of caregivers took on responsibilities by default rather than volunteering or through family conversations.
Its also a two-way street, so if someone you know is in this situation and asks, please move quickly and do something.
This includes a Special Needs Planning Guide , finding support and assessing resources, and addressing benefits, financials, and legal needs.
Educational Fidelity Viewpoint s articles, including Financial planning for loved ones with disabilities , and How do you care for others in stressful times?

Female-Founded Sierra Sage Herbs Announces Private-Label Agreement with Health-E Commerce to Produce Company's Inaugural Plant-Based First-Aid Collection

Retrieved on:

Monday, July 25, 2022

LYONS, Colo., July 25, 2022 /PRNewswire/ -- Leading all-natural body care company, Sierra Sage Herbs, makers of Green Goo®, Good Goo®, and Southern Butter® brands, announced today that it has secured a non-exclusive, private-label agreement with Health E-Commerce, parent brand to FSA Store, HSA Store, Well Deserved Health, and Caring Mill™ to produce its inaugural plant-based first-aid collection. As per the terms of the agreement, Sierra Sage Herbs will oversee and manage product development, supply chain, and production, while Health-E Commerce will make the collection available to the millions of consumers who are enrolled in tax-advantage health accounts.

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As per the terms of the agreement, Sierra Sage Herbs will oversee and manage product development, supply chain, and production, while Health-E Commerce will make the collection available to the millions of consumers who are enrolled in tax-advantage health accounts.
Sierra Sage Herbs will oversee and manage product development, supply chain, and production...
"We're so proud to partner with the incredible team at Health-E Commerce to bring our plant-based first-aid collection to their customers," said Sierra Sage Herbs CEO and co-founder Jodi Scott.
Health-E Commerce plays an essential role in expanding product eligibility for important new categories within the list of eligible medical expenses.

Alegeus and HealthSherpa Experience Significant Momentum for ICHRA

Retrieved on:

Monday, July 18, 2022

HealthSherpa, which has seen more than 10X growth in ICHRA pipeline, has enrolled more than three million individuals on its platform in just the last year.

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HealthSherpa, which has seen more than 10X growth in ICHRA pipeline, has enrolled more than three million individuals on its platform in just the last year.
Organizations administering consumer-directed health benefit programs can set up an ICHRA with Alegeus, and then HealthSherpa helps ICHRA-eligible employees search for and enroll in the best on-exchange and off-exchange individual health plans.
Were excited about the growing demand our partners have seen for ICHRA since announcing our integration partnership with HealthSherpa, said Mark Waterstraat, chief customer officer, Alegeus.
Working with Alegeus and HealthSherpa has allowed OCA to market our ICHRA solution as a one-stop product that is seamless and easy to use for brokers, employers, and their employees.

Pontera and Hilltop Wealth Advisors Announce Partnership to Improve Client Retirement Outcomes

Retrieved on:

Thursday, July 14, 2022

Pontera enables advisors to trade and manage their clients held away and retirement accounts, allowing individuals to receive more holistic and personalized advice.

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Pontera enables advisors to trade and manage their clients held away and retirement accounts, allowing individuals to receive more holistic and personalized advice.
Were pleased to partner with Hilltop Wealth Advisors as they offer their clients the ability to manage these accounts as part of their personalized strategies.
Hilltop Wealth Advisors is committed to providing truly personalized wealth management to our clients, said Chris Hostetler , CFP, Financial Advisor and Partner at Hilltop Wealth Advisors.
Through our partnership with Pontera, our advisors gain the additional capability to securely manage clients retirement accounts as part of our holistic approach to wealth management.

Health-E Commerce unveils "easy button" tool to help health savings account (HSA) users track eligible purchases

Retrieved on:

Wednesday, July 13, 2022

HSAS, FSA, Flexible, Filter, Documentation, Financial management, HSA, NEW, Children's Health Fund, Nib Health Funds, Retirement, Commerce, Health, Falls, Health insurance, Online shopping

NEW YORK, July 13, 2022 /PRNewswire-PRWeb/ -- Health savings accounts (HSAs) allow more than 32 million Americans to save on current medical expenses and invest for future health needs – and with inflation on the rise and healthcare costs increasing, individuals and families need all the help they can get to protect their hard-earned dollars. Health-E Commerce, parent brand to HSAstore.com, the first and leading online marketplace that exclusively sells HSA-eligible products, has released a new online tool that helps HSA users review and track spending of their tax-free healthcare dollars and electronically record receipts for tax and accounting accuracy.

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However, the responsibility for tracking spending, storing copies of receipts, and ensuring that all purchases are HSA eligible, falls on the account holder.
This means account holders can request reimbursement for purchases years after making them, which can quickly complicate record keeping.
The new HSA Expense Dashboard addresses these concerns and automates HSA record keeping by giving users one-stop access to purchases made at HSAstore.com.
Health-E Commerce plays an essential role in expanding product eligibility for important new categories within the list of eligible medical expenses.

GeoWealth Integrates with Pontera, Enabling RIAs to Manage Clients’ Held Away Assets Inside its TAMP and Enterprise Technology Platform

Retrieved on:

Thursday, June 30, 2022

This integration will enable RIAs to maintain compliance with financial regulations while alleviating custody and rollover challenges on held away assets.

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This integration will enable RIAs to maintain compliance with financial regulations while alleviating custody and rollover challenges on held away assets.
The partnership was driven by individual clients requesting that their financial advisors be able to manage their held away accounts as part of a holistic portfolio.
Leveraging Ponteras technology, GeoWealth can now provide held away data alongside custodied accounts to incorporate into performance reporting and billing.
GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs.

Forma Announces New Partnership with DriveWealth to Launch Industry-First Health Savings Account

Retrieved on:

Wednesday, June 29, 2022

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SAN FRANCISCO, June 29, 2022 (GLOBE NEWSWIRE) -- Forma , the life benefits platform, today announced the company is partnering with DriveWealth to launch Forma HSA, a health savings account solution that offers the industrys first savings account with no minimum balance requirement for investment and no hidden fees.

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SAN FRANCISCO, June 29, 2022 (GLOBE NEWSWIRE) -- Forma , the life benefits platform, today announced the company is partnering with DriveWealth to launch Forma HSA, a health savings account solution that offers the industrys first savings account with no minimum balance requirement for investment and no hidden fees.
Forma is addressing the market demand by providing a comprehensive HSA solution that gives consumers more power to invest and reap the benefits of health savings accounts.
In partnership with DriveWealth, we are bringing to market a first-of-its-kind HSA offering to empower employees to gain value from tax-advantaged health saving accounts.
With Forma HSA, employees can invest in their long-term health as soon as they open an account without needing a minimum balance.

First Dollar Launches Partner App to Streamline HSA Administration

Retrieved on:

Tuesday, June 28, 2022

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AUSTIN, Texas, June 28, 2022 /PRNewswire-PRWeb/ -- First Dollar, the health wallet for modern, member-first plans, announced the launch of their Partner application that enables their partners to manage the benefits they administer with First Dollar, provide exceptional customer service, and track customer money movement. First Dollar gave their partners exclusive access to the Partner application on June 17th.

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First Dollar gave their partners exclusive access to the Partner application on June 17th.
The First Dollar Partner application allows partners to manage the benefits they have built on its platform, giving them access to choose which products they want to implement.
"With the First Dollar Partner App, we are proud to offer our partners the best tools for managing their accounts and functions on the First Dollar platform."
The First Dollar Partner Application is currently only available to First Dollar partners and customers including third-party administrators (TPAs), people software, and Health Plans.

Austin Capital Retirement Plan Services Rebrands to RetireBetter

Retrieved on:

Tuesday, June 28, 2022

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DALLAS, June 28, 2022 (GLOBE NEWSWIRE) -- Independent retirement plan third-party administration (TPA) and recordkeeping firm Austin Capital Retirement Plan Services, LLC announces it will rebrand to RetireBetter on July 1, 2022, in order to better reflect its core mission of helping individuals better prepare for retirement.

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DALLAS, June 28, 2022 (GLOBE NEWSWIRE) -- Independent retirement plan third-party administration (TPA) and recordkeeping firm Austin Capital Retirement Plan Services, LLC announces it will rebrand to RetireBetter on July 1, 2022, in order to better reflect its core mission of helping individuals better prepare for retirement.
Based in Dallas, TX, RetireBetter is a leading retirement plan TPA and recordkeeper that has been providing services to corporate and individual clients for almost 30 years.
RetireBetter provides corporate retirement plan services including: 401(k), 403(b), 457, Non-Qualified Deferred Compensation Plans, Cash Balance Plans (NQDC), and Health Savings Accounts (HSAs).
The retirement plan services industry has seen a number of changes over the last couple of years and we saw the need to better position ourselves as a trusted retirement partner with corporate plan sponsors, their employees, and individual investors, said Sharon Mora-Schulz, Vice President at RetireBetter.