Integrate
with
Setup a new 401(k) plan
Quickly setup and integrate a new 401(k) plan with
Balance Point
. Choose any of the top 401(k) providers like Vanguard, Fidelity etc.
Integrate an existing plan
Quickly integrate your existing recordkeeper with
Balance Point
payroll and automate time-consuming plan administrative work.
Integrate
with
ForUsAll offers affordable 401(k)/payroll integrations with Balance Point, enabling easy connections to top recordkeepers and improving financial management.
Garbage In, Excellence Out: Guaranteed
Payroll complexities like earnings codes, benefit mappings, start dates, rehire dates, hours worked, 401(k) loan amortization, and savings rates must be perfect - even minor inaccuracies in configurations can lead to significant IRS penalties. With ForUsAll, you or your payroll doesn’t need to be perfect:
Robust Error Detection: Payroll X-ray runs up to 44 checks for each person in each payroll file to help ensure every contribution is precisely accurate.
Transparent Correction Logs: Our system identifies and fixes errors logging corrections for full transparency auditability.
Seamless Year-End Reconciliation: Automated data reconciliation helps make year-end census work as easy as clicking a button.
$5M Compliance Guarantee*: We stand behind our work offering unparalleled peace of mind and financial protection.
With ForUsAll, you can turn the daunting task of payroll processing into a seamless, error-free operation, ensuring excellence out of every input, no matter how complex.
*ForUsAll carries professional liability coverage of $5,000,000 which covers our ERISA plan advisory services (Advisor+ and Enhanced integration). See our standard plan services agreement for more details.
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
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 integrations put your 401(k) management on auto-pilot, automatically updating savings rates and tracking eligibility. This automation saves precious time, allowing businesses to focus on growth while ensuring employees' retirement plans are meticulously managed.
Eliminate error-prone tasks
The ForUsAll integration with Balance Point includes a "Payroll X-Ray" feature, designed to conduct up to 44 checks per employee each payroll, identifying and addressing errors that are often overlooked, streamlining the payroll process efficiently.
Streamline enrollment
ForUsAll simplifies 401(k) enrollment, ensuring that eligibility tracking and notices are automated, and that 401(k) census data is accurately synchronized, facilitating a smoother onboarding process for new participants.
Relax, we’ve got your back
With ForUsAll, companies gain the support of a 3(16) fiduciary, providing legal liability coverage for day-to-day plan administration. This ensures compliance with ERISA standards, thanks to the expertise of dedicated attorneys and plan administration professionals.
Integrate payroll to your 401(k) provider
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
Seamless payroll integration for efficient 401(k) management.
About
Balance Point Capital, established in 2007, specializes in flexible capital solutions for lower middle market companies. With over $2.1 billion in commitments, they serve diverse sectors, emphasizing a partnership approach to investment. Their financial structures are tailored to meet the unique needs of their partners. For more information on their services, visit Balance Point Capital.
Differentiator
Balance Point stands out for its creative financing solutions, serving a broad spectrum of industries with investments tailored to the specific needs of businesses. Their sector expertise and commitment to flexibility and partnership set them apart in the investment community.
Pricing
For specific details on Balance Point Capital's investment criteria and pricing, potential clients and partners are encouraged to engage directly through their website. Their approach to financing is customized, reflecting the unique needs and objectives of each company they partner with.
Company Stats
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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.
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