Connect your payroll with your 401(k) provider


Charles Schwab


Achieve precision in your retirement services by seamlessly integrating Schwab with over 200 payroll systems, enabling flawless execution of your plan’s administration and management.

1,200+ payroll / recordkeeper integrations (and growing)

We support over 1,200 different integrations, so we can automate most any 401(k). If you don’t see your providers on our list, let us know – we constantly add providers to the growing list.

Pricing comparison of our payroll integration packages

Seamlessly integrate your payroll: discover the unique features of each 401(k) package.




$50/mo + 0.15% of AUM

Advisor Plus

0.20-0.40% of AUM


Full 360 paroll integration
Eligibility tracking and onboarding
Administrative fiduciary
Investment fiduciary
Participant education & communications
Holistic financial advisors for all employees

The benefits of 360º integration

We integrate your payroll provider with top 401(k) providers. Our 360 integrations automatically update savings rates and loans, track eligibility and send notices - putting your 401(k) on auto-pilot.

Reclaim your valuable time

ForUsAll's 360-degree integrations with Schwab are a game-changer, automatically updating savings rates and loan repayments in payroll as employees adjust their 401(k) contributions. This automation extends to eligibility tracking and notices, putting your 401(k) management on auto-pilot and letting you focus on growing your business.

Eliminate error-prone tasks

ForUsAll integration introduces the "Payroll X-Ray," a system designed to run up to 44 checks per employee for each payroll file, identifying mistakes that are easy to miss. This meticulous approach is designed to help eliminate time-consuming error corrections and reduce employee frustration, ensuring a smoother payroll process.

Streamline enrollment

Our integration streamlines the enrollment process. It automatically tracks employee eligibility, ensures timely notices, and keeps 401k census data perfectly synced. This seamless operation is designed to reduce administrative burdens and enhance the enrollment experience for everyone involved.

Relax, we’ve got your back

ForUsAll provides a 3(16) fiduciary service through its integration with Schwab, assuming legal liability for the day-to-day administration of your plan. This service is backed by ERISA attorneys, auditors, and plan administration experts, offering an extra layer of protection and peace of mind for your business.

Integrate payroll to your 401(k) provider

The set up process takes 3 minutes

Step 1: Create your account

Get started by registering with us, It's fast, straightforward.

Step 2: Connect your payroll

Connect your payroll provider to effortlessly, utilizing top-notch security.

Step 3: Connect your 401(k)

Integrate your 401(k) provider to easily oversee that all payroll is being synced correctly.

Learn more

Charles Schwab

Seamless payroll integration for efficient 401(k) management.


Charles Schwab offers a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Known for its commitment to client satisfaction, Schwab provides investment services and products, including brokerage accounts, and banking services through Charles Schwab Bank. Its redesigned website improves client access to information, forms, and support, emphasizing smart decisions with money.


Charles Schwab differentiates itself in the financial services market through its comprehensive service offerings and a strong focus on client experience. With a redesigned website, Schwab aims to simplify access to essential information and services, ensuring clients can make informed decisions easily. The emphasis on advanced research tools and resources highlights Schwab's dedication to supporting clients' financial success.


For detailed pricing information and to explore the full suite of services offered by Charles Schwab, including their 401(k) solutions and payroll integrations, it's recommended to contact Schwab directly. Their commitment to transparency and client support ensures that businesses and individuals can find the right financial solutions to meet their needs.

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This material has been prepared for informational and educational purposes only and should not be construed as a recommendation by ForUsAll, Inc., its affiliates or employees (collectively, “ForUsAll”)  to activate a cryptocurrency window or invest in crypto.  Investing in crypto can be risky and investors must be able to afford to lose their entire investment.  You should consult with your own advisers before activating a cryptocurrency window or investing in crypto.  ForUsAll does not provide legal, tax, or accounting advice. Please refer to your Plan's fee disclosure for more details.© 2023 ForUsAll, Inc. All rights reserved.
1 Schwab 2022 401(k) Participant Study - Gen Z/Millenial Focus, October 2022.
2 As of 12/31/2022. Employees include both current employees and terminated participants with a balance.
3 "Morgan Stanley At Work: The Value of a Financial Advisor" Morgan Stanley, March 2022.
4 Sarah Britton was a client when she provided this testimonial through an independent third party review website. She received no compensation for her remarks. There are no known conflicts of interest in the provision of her comments related to the services provided.