Turn Unused PTO into Financial Assets

Retirement | Student Loans | HSA | Emergency Cash

Financial Wellness
Help employees contribute to their financial well-being.

Give your employees a benefit that makes it easy to manage and build financial security, such as preparing for retirement, meeting unforeseen expenses and paying off college tuition.

PTO Exchange allows employees to self-direct accrued vacation hours into a number of financial programs. By providing this benefit, you help employees gain peace-of-mind outside the office to better contribute inside the workplace.
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"I was able to make a totally unexpected $5k contribution to my 401(k) account last year. It’s been so hard for me to budget for this, but I know it’s important"
— Scott M., WSRB
Give Employees Tools to Achieve Financial Wellness
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Retirement

Drive retirement planning by allowing employees to self-direct unused PTO to their 401(k).

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Education

Help your employees fulfill their educational needs, save and pay off student debt.

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Health

Give employees peace of mind by helping them fund a Health Savings Account.

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E-cash

Setup a financial safety net for employees to plan for emergencies.

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