Your Guide to Setting Up Lifestyle Accounts

Offered by: Optum Financial
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The lifestyle benefits guide shows how these accounts can strengthen a benefits package and improve employee work-life balance to increase retention and attract new talent.

Lifestyle accounts are entirely customizable, and employers can choose from a range of flexible expense categories, including:

• Wellness/fitness

• Financial health

• Education support

• Adoption assistance

• Crisis relief

In this guide, we cover each category to show you ways to support employees with diverse needs and goals in their personal and professional lives. Plus, get tips on account setup and get answers to questions about lifestyle benefits to see how these accounts can enhance any organization.

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