Competitive Benefits for Financial Services
Financial services firms operate in a highly regulated, competitive environment. VALION provides compliant wellness benefits that help attract and retain talent while generating significant FICA tax savings.
Finance & Banking Industry Challenges
Compliance Requirements
Need benefits that meet strict regulatory and compliance standards.
Talent Competition
Competing for top finance talent against well-funded competitors.
High-Stress Environment
Supporting employee wellness in demanding, fast-paced environments.
How VALION Helps Finance & Banking
Fully Compliant
IRS, ERISA, and ACA compliant program that meets financial services regulatory standards.
Compete for Talent
Comprehensive benefits package that helps attract top financial professionals.
Stress Management
AI-powered wellness support for high-pressure work environments.
Finance & Banking Savings Overview
See how finance & banking organizations benefit from VALION's tax-advantaged wellness program.
Calculate Your SavingsNET employer savings after program fees
IRS, ERISA, ACA compliant
Full documentation provided
Finance & Banking FAQ
How does VALION ensure regulatory compliance?
The program is fully compliant with IRS Section 125, ERISA, and ACA requirements. We provide complete documentation including plan documents, Summary Plan Descriptions, and audit-ready records.
Can this program withstand a regulatory audit?
Yes, the 360 Advantage program is designed with compliance in mind. We maintain comprehensive documentation and work with qualified ERISA attorneys to ensure full regulatory compliance.
How does this help in competing for finance talent?
By offering comprehensive wellness benefits and life insurance options on top of your existing package, you enhance total compensation. The tax savings also help fund competitive salary offers.
Is the wellness data kept confidential?
Absolutely. Individual wellness engagement is confidential and not shared with employers. Employers only receive aggregate, anonymized participation data for program reporting.
How do branch locations participate?
The program is administered centrally regardless of branch count. All locations can participate with unified administration and reporting.
Ready to Enhance Your Finance Team Benefits?
See how VALION can help your financial institution compete for talent while reducing costs.