Compensation disclosure
How we’re paid.
We believe employers and brokers should understand how compensation may work before choosing a funding strategy or product.
Advisory fees
Some engagements use disclosed consulting, feasibility, setup or project fees.
Service and administration
Some arrangements include disclosed per-employee or annual service fees.
Insurance and referrals
Licensed insurance sales may generate carrier commissions. Certain partner purchases may generate referral compensation. Sponsored links are identified in site code.
The exact compensation depends on the engagement, carrier, product, state and broker relationship. Request an engagement-specific disclosure before proceeding.