Our company specializes in delivering cost-effective, comprehensive, and automated retirement benefit solutions exclusively designed for
Charles Schwab
users.
We integrate
Charles Schwab
with 200+ payroll providers. Our 360 integrations automatically update savings rates and loans, track eligibility and send notices - putting your 401(k) on auto-pilot.
Syncing your recordkeeper and payroll provider simplifies a complex, critical process. We sync data daily, process 401k contributions automatically, and streamline employee onboarding.
Want auditor-class payroll data validation? Our system automatically runs 44 discrete checks for every payroll, every employee. And, it’s an auto-reconciling system, which means that when an error is found, it gets fixed.1
Our platform automatically tracks eligibility, communicates with newly eligible employees, and handles enrollment. Required notices are sent, and employee data is communicated to the recordkeeper.
We provide the protection you need, assuming legal responsibility, and liability, for your plan administration – working closely with ERISA attorneys, auditors, and administrative experts as needed.
Link payroll provider and your current 401(k) provider to ForUsAll.
Test-drive the 401(k) payroll integration for 90 days.
If you see value, we'll get the work and implement changes designed to lower costs.
Customized retirement plans start at $120 per month + $6 per employee per month.
