Perspective Partners Offers Free Trial for Benefit Decision Support Technology

The technology provides individualized guidance regarding paycheck allocations to HSAs, health plan choices, voluntary benefits and contributions to retirement accounts.

Perspective Partners is waiving all fees for new clients for a 90-day trial of its decision support software that helps employees pick the right benefits for their individual situation.

The technology includes prioritized paycheck spending recommendations. Based on personalized health and wealth data, it provides individualized guidance regarding paycheck allocations to health savings accounts (HSAs), health plan choices, voluntary benefits and contributions to retirement plans.

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It also offers fully automated email campaigns that provide timely ongoing reminders.

“There has never been a more important time for employees to get the appropriate guidance on their benefit selections. With all the implications surrounding COVID-19, we just want to do our part to help real people the best way we can,” says Shelby George, CEO, Perspective Partners.

Any health care broker, payroll company, insurance carrier, third-party administrator (TPA) or other third-party vendor that plays a role in serving an employer group is eligible for the 90-day trial. Interested employers should reach out to their health care broker.

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