Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Lively streamlines the management of Health Savings Accounts (HSAs), ultimately saving both time and money for users. Recognized as a leading HSA provider by Morningstar, Lively enables you to deliver a top-tier HSA experience effortlessly. Our platform is tailored to meet your needs, offering seamless setup for employer-funded accounts, cutting-edge features, and exceptional customer support for both you and your staff. Unlike many competitors, Lively does not impose any mandatory monthly maintenance fees on account holders and boasts a net promoter score that significantly exceeds the industry average. Additionally, we grant access to customized investment opportunities and allow account holders the flexibility to begin investing without the requirement of a minimum balance, ensuring an accessible and user-friendly experience for all. With Lively, you can focus more on your core business while we take care of your HSA needs.
Description
Our innovative technology is specifically designed for the pension sector, emphasizing a digital-first approach that simplifies pension administration for employers. Furthermore, our app enables members to effortlessly oversee their pension savings whenever they choose, with just a simple tap. We are committed to investing members' pension funds to ensure robust returns while actively addressing climate change to foster a healthier society and planet. Our goal is to achieve net-zero emissions by 2040, along with a 50% reduction in emissions by 2025. To safeguard members' pension savings, we implement strong governance practices, complemented by oversight from independent trustees. Recognizing that financial needs vary for each individual during retirement and can evolve over time, we have developed Smart Retire to adapt to these changing requirements. Our commitment to a user-friendly, tech-driven solution ensures that both employers and members can navigate their pension needs efficiently and effectively. The combination of our strategic investments and advanced technology places us at the forefront of the industry, dedicated to both financial growth and social responsibility.
API Access
Has API
No
API Access
Has API
No
Integrations
Pento
No
Seers AI
No
Pricing Details
$2.95 per user per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Lively
Founded
2016
Country
United States
Website
livelyme.com/employers/
Vendor Details
Company Name
Smart Pensions
Country
United States
Website
www.autoenrolment.co.uk
Product Features
Benefits Administration
COBRA Administration
No
Claims Management
No
Deduction Management
No
Disability Insurance Administration
No
Employee Benefits Administration
No
FMLA Administration
No
FSA Administration
No
Flexible Spending Accounts
No
For Brokers
No
For Employers
No
HIPAA Compliant
No
Health Insurance Administration
No
Life Insurance Administration
No
Online Benefits Enrollment
No
Premium Billing
No
Provider Management
No
Retiree Administration
No
Retirement Plan Management
No
Product Features
Benefits Administration
COBRA Administration
No
Claims Management
No
Deduction Management
No
Disability Insurance Administration
No
Employee Benefits Administration
No
FMLA Administration
No
FSA Administration
No
Flexible Spending Accounts
No
For Brokers
No
For Employers
Yes
HIPAA Compliant
No
Health Insurance Administration
No
Life Insurance Administration
No
Online Benefits Enrollment
Yes
Premium Billing
No
Provider Management
Yes
Retiree Administration
No
Retirement Plan Management
No