Are you getting the most from
your group benefits broker?

See how Keynote is defining the future of group
benefits with free financial planning for all employees

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Financially stressed employees
are hurting your business

70%
of employees are living paycheck to paycheck
37%
of employees spend 3 or more work hours on personal financial issues per week
52%
of employees are stressed about their finances
47%
of employees are carrying credit card debt from month to month

What links financial wellness to your business?

Businesses have every reason to want a financially sound workforce, well-designed employee financial wellness programs have proven to:

Boost employee satisfaction, productivity, and focus
Increase employee engagement and retention
Improve employer brand and ranking
Create affordable retirement opportunities
Reduce absenteeism
Help employees find stability and control over their finances
Boost employee satisfaction, productivity, and focus
Increase employee engagement and retention
Improve employer brand and ranking
Create affordable retirement opportunities
Reduce absenteeism
Help employees find stability and control over their finances

Do you know how much your benefits broker is making?

Keynote Benefits

Employee Benefits
Administration & Consulting

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We analyze, benchmark, and design programs in the following areas:

  • Group Medical
  • Group Dental
  • Group Vision
  • Short/Long Term Disability
  • Group Life
  • 401(k), 403(b), 457 Plans
  • Stock Options
  • Section 125
  • HSA, HRA, and FSA
  • Commuter Accounts
  • Voluntary Benefits
  • Medicare Supplements
  • Financial Wellness Programs
  • Health and Wellness Plans
  • SIMPLE and SEP IRA’s

Keynote handles financial planning for our entire team - and they do it entirely for free.

- P&W Washo, Inc

I've been blown away by the service, especially the turnaround time. I feel like I'm Keynote's #1 client every time.

- Eastern Roofing Systems, Inc

There is not a person in our company that does not fully appreciate the incredible value of their benefits package. Keynote's service and ongoing support has been outstanding.

- Cerminaro Construction, Inc

We've worked with Keynote to offer a range of plans that we never thought possible, saving us thousands of dollars each month.

- Global Advertising Strategies

Financial Wellness

Budgeting

Healthy spending habits are the key to being financially well. We leverage our technology to help your workforce track their expenses.

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Health & Wellness

Your health is your wealth, and that is why we make sure your workforce has access to the health and wellness facilities at no cost to you.

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Risk Management

Protection against the unexpected is the foundation of a sound financial plan. We evaluate your workforce individually to make sure they have the protection they need.

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Investment

Whether your people are preparing for retirement or the cost of their child’s education we provide the tools needed to establish goals and monitor performance.

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Education

We provide you and your workforce with knowledge and understanding of financial tools and concepts to make the most advantageous financial decisions.

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See How Our
Technology Works

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Our Technology

We provide our clients and their workforce an intuitive platform where employees can aggregate their assets, organize their finances, set goals for the future, and evaluate their progress along the way.

Dashboard

A consolidated view of everything owned and owed

Spending

Track spending habits, monitor cash flow, and stay on the right financial path

Budget

Set budgets and keep track of progress as you work to reach savings goals

Investments

Interactive charts and detailed summaries enables you to track performance

Workshops

Set goals and understand the impact of your financial decisions

Education

An extensive library of videos, articles, and other resources to increase financial knowledge

Want to experience our technology first hand?

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Our Process

At Keynote, we don’t believe in one general approach to group benefits. We help our
clients understand market dynamics, identify goals and employee pain-points, and
then develop a personalized strategy to meet your business needs.

Analysis

We provide our clients with deep insights and analysis about their workforce through a series of personalized and proprietary surveys that identify employee needs and guide the wellness planning process.

Design

Leveraging relationships with every major carrier, we objectively weigh the pros and cons of all available options and negotiate with providers on our clients’ behalf to deliver most favorable rates.

Enrollment

Once the most relevant benefits package is chosen, we combine individual attention with latest technology to simplify the plan selection and enrollment process for employees while giving our clients greater access, control, and confidence over HR administration.

Advisory

From wellness activities and gym memberships to budgeting, risk management, and investment advice, we structure a holistic financial wellness plan that maximizes your employees’ health, wealth, and wellness.

Our Process

At Keynote, we don’t believe in one general approach to group benefits. We help our
clients understand market dynamics, identify goals and employee pain-points, and
then develop a personalized strategy to meet your business needs.

Analysis

We provide our clients with deep insights and analysis about their workforce through a series of personalized and proprietary surveys that identify employee needs and guide the wellness planning process.

Design

Leveraging relationships with every major carrier, we objectively weigh the pros and cons of all available options and negotiate with providers on our clients’ behalf to deliver most favorable rates.

Enrollment

Once the most relevant benefits package is chosen, we combine individual attention with latest technology to simplify the plan selection and enrollment process for employees while giving our clients greater access, control, and confidence over HR administration.

Advisory

From wellness activities and gym memberships to budgeting, risk management, and investment advice, we structure a holistic financial wellness plan that maximizes your employees’ health, wealth, and wellness.