Connect your payroll with your 401(k) provider

Integrate

Fidelity

with

Enhance your Fidelity retirement plans with seamless integration, connecting effortlessly with over 200 payroll providers for automated updates on savings rates, loan tracking, and eligibility.

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.

Basic

$50/mo

Enhanced

$50/mo + 0.15% of AUM

Advisor Plus

0.20-0.40% of AUM

Features

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

Experience the time-saving benefits of ForUsAll's 360 integrations with Fidelity. Our solution automatically updates savings rates and tracks eligibility with ease, putting your 401(k) management on auto-pilot and allowing you to focus on growing your business.

Eliminate error-prone tasks

ForUsAll integration with Fidelity, benefit from the "Payroll X-Ray" feature that runs up to 44 checks for each employee, significantly reducing the potential for errors and saving time on corrections. This integration is designed to streamline your payroll process and enhance employee satisfaction.

Streamline enrollment

ForUsAll's platform, integrated with Fidelity, automates eligibility tracking and ensures that 401(k) census data is always up-to-date. This automation simplifies the enrollment process, ensuring that your employees can easily join and benefit from their retirement plans.

Relax, we’ve got your back

Benefit from the added layer of security with ForUsAll's fiduciary protection. Our platform provides a 3(16) fiduciary that assumes legal liability for day-to-day plan administration, offering peace of mind and compliance with regulatory standards.

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

Fidelity

Seamless payroll integration for efficient 401(k) management.

About

Fidelity Investments offers a broad range of financial services including retirement plans, wealth management, and brokerage services, designed to help you reach your financial goals. Known for their straightforward pricing and dedication to customer satisfaction, Fidelity serves a diverse clientele with their managed accounts and investment solutions​​​​.

Differentiator

Fidelity distinguishes itself in the marketplace through its commitment to innovation, customer service, and transparent pricing. Recognized with numerous awards for their online broker services, Fidelity is dedicated to providing value and trust to its clients.

Pricing

Fidelity's straightforward pricing model, including $0.00 commission for online U.S. equity trades, ETFs, and options, showcases their commitment to providing cost-effective financial services.

Company Stats

Plan Assets ($)

$2.9Tr

Total Plan Count

34,902

Total Participant Count

29,947,387

Seeking a different 401(k) provider

Browse through our extensive network of 401(k) providers to find your ideal match.

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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.