The 401(k)
just got

streamlined.

Your Payroll
& Recordkeeper,
Integrated

When the tools you use stay in-sync, you can focus on more important things than manual data entry, or double-checking savings rate changes.

Eligibility Tracking

Whatever your eligibility requirements are, our system will automatically keep your new and returning employees up to date and educated about their retirement benefit.

Created with Sketch.

3(16) Fiduciary
Service

We assume legal responsibility for your plan administration: from loans and withdrawals to notices and audit-assistance. We even sign your Form 5500, because your retirement benefit shouldn’t be a liability.

Payroll X-Ray

We run 44 unique checks every payroll to make sure everything matches up. On average every year, we catch and fix 53 errors per company.

Fiduciary Vault

All your documents are kept in one secure single source of truth available anytime. No more paperwork, no more files.

Last year, more than 24,000 companies
failed the Dept of Labor Audit.
Don’t be one of them.