How MSA Works

We realize time is valuable for HR and benefits staff. That's why we made the MSA program easy to implement! You will be assigned your very own MSA Account Manager who will ensure program success and support. Below are the basics of getting started with MSA and how to provide a financial wellness program that your employees are sure to love.

Getting Started with MSA

Step 1: Employer Assessment

Speak with an MSA Account Manager to learn if the MSA Financial Wellness program is a good fit for your company and employees. Click 'Request a Demo' and fill out the form to get started.

Step 2: Implementation

  • Training for staff about financial wellness and MSA program features
  • Review best practices for program success and select promotional tools
  • Execute contract and determine program start date*
  • *Program launched within 30 days of agreement to purchase.

Step 3: Program launch

We ship promotional materials to your locations, schedule teaser emails to send to employees, schedule meetings for educating staff and select dates and times for on-site classes and webinars.

Step 4: Achieve

We love crunching numbers and sharing them with clients! Your Account Manager will schedule regular meetings to ensure program success and fill you in on employee coaching stories and results. We learn what's working and what's not and suggest ways to improve utilization of the program.