FAIRPORT, N.Y., Nov. 15, 2017 — Terese Johnston imagines a future where employees successfully invest for current and future health and wealth needs. That future is now. Meet NestUp Managed Deferrals, which seamlessly connects health and wealth benefits. Johnston's belief in the platform inspired her to join Perspective Partners, LLC, an innovator in integrated benefits decision support, as Director of Account Development in August 2017.
“When I saw the power of NestUp Managed Deferrals, I could only imagine what I could have saved if I had it when I was younger,” she says. “This has so much value for employees.”
Perspective Partners: Unifying Health with Wealth
An experienced health benefits executive, Johnston succeeded in multiple roles in her career, including member education, open enrollment, and enterprise-level lead generation and business development. She joined a diverse and dynamic team at Perspective Partners, committed to disrupting the siloed benefits universe with the NestUp Managed Deferrals solution to enhance employee financial wellness.
Perspective Partners foresaw the convergence of retirement and health savings accounts benefits by releasing NestUp Managed Deferrals in 2013. As the convergence wave rose, Johnston decided to leave her position as Director of Enterprise Sales for HealthEquity and move to Perspective Partners, where she could help employers and employees save money while stretching their benefits dollars.
“In my experience, employers want to do what is best for their employees,” Johnston says. “Bringing retirement and health benefits together in one platform is a win-win for both employers and their employees.”
Maximizing Savings, Saving Money
Johnston realizes that both employers and employees need more certainty and visibility around health and wealth benefits. As high deductible health plans gain traction, health savings accounts (HSA) provide many advantages.
- Reducing employer health insurance costs
- Lowering premium expenses
- Building long-term wealth
- Complementing 401(k) retirement savings
- Saving employer and employee payroll taxes
“NestUp Managed Deferrals facilitates employee understanding of the power of HSAs to save and invest for health care expenses now and in the future,” Johnston says. “When they get it, they will understand what a powerful wealth building tool they have at their disposal.”
About NestUp Managed Deferrals®
NestUp Managed Deferrals offers a seamless and simplified benefits decision support and guided selection solution for both employers and employees, disrupting the current fragmented benefits management system. The platform creates a strong foundation for holistic personalized benefit management, saving money and effectively deploying benefit dollars.
Perspective Partners launched NestUp Managed Deferrals as a decision support tool to empower employers and employees to achieve their retirement, health and financial wellness goals. By clarifying benefits choices and maximizing deferral dollars across 401(k) and HSA programs, NestUp Managed Deferrals offers significant benefits to employers and employees.
To schedule a demo of the NestUp Managed Deferrals® platform, call (800) 408-5375.
NestUp Managed Deferrals® is a service of Perspective Partners, LLC, a wholly owned subsidiary of Manning & Napier, Inc., (stock symbol: MN), an independent investment advisory firm serving individual and institutional clients for more than 45 years.
SOURCE Perspective Partners, LLC
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