Your employees are guided through a quick, simple process to select his or her personal adviser.  They connect via web, email, and phone at their convenience, and ultimately receive a custom report detailing their situation and recommended actions. 

See an example of the custom report here.

Get in touch with us to explore whether MyHSAadvice (or other advice packages) makes sense for your workforce.  

If so, we’ll do the rest. MFA will:

• Help you determine the combination of advice "packages" that fit your need, from a wide selection that includes MyHSAadvice, for HDHP/HSA decision making; 401(k) review; our exclusive financial "health checkup"; and more. You can choose to pre-fund as many services as you choose,
• Create a custom advice "portal" branded with your corporate identity that employees will use to access the MFA service,
• Select and approve the precise staff of advisers to work with your employees, and train that group on your plan’s specifics.
• Deliver sample employee promotional content for use in introducing this new benefit in the workplace.
• Track results and provide regular reporting on employee advice usage.