Connect your payroll with your 401(k) provider

Integrate

with

Automate your 401(k) by easily adding payroll integration with
Coastal Payroll
.

Setup a new 401(k) plan

Quickly setup and integrate a new 401(k) plan with

Coastal Payroll

. Choose any of the top 401(k) providers like Vanguard, Fidelity etc.

Integrate an existing plan

Quickly integrate your existing recordkeeper with

Coastal Payroll

payroll and automate time-consuming plan administrative work.  

Integrate

with

ForUsAll transforms 401(k) management for Coastal Payroll clients through affordable, thorough integrations. Effortlessly link Coastal Payroll to top 401(k) recordkeepers for efficient, compliant 360-degree payroll integration.

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

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

With ForUsAll's innovative 360 integrations, Coastal Payroll users can enjoy automatic updates to savings rates and loan repayments directly in payroll, eliminating manual adjustments. This integration automatically tracks eligibility and sends notices, putting your 401(k) management on auto-pilot and allowing you to focus on growing your business​​.

Eliminate error-prone tasks

ForUsAll's integration with Coastal Payroll employs a "Payroll X-Ray" feature, conducting up to 44 checks per employee, per payroll file to identify mistakes often missed by humans. This meticulous approach aims to streamline payroll processes, reduce errors, and mitigate employee dissatisfaction, saving you valuable time and resources​​.

Streamline enrollment

Automatically track eligibility and ensure compliance with ForUsAll's platform when integrated with Coastal Payroll. This service helps keep 401(k) census data up-to-date and ensures timely distribution of notices, simplifying the enrollment process and helping you maintain compliance effortlessly​​​​.

Relax, we’ve got your back

ForUsAll provides a 3(16) fiduciary service that assumes legal responsibility for the day-to-day administration of your plan. This service includes working closely with ERISA attorneys, auditors, and plan administration experts to offer an additional layer of protection and peace of mind​​.

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

Coastal Payroll

Seamless payroll integration for efficient 401(k) management.

About

Coastal Payroll, a leading provider of full-service payroll and HR management solutions, differentiates itself with a blend of advanced technology and personalized service. Serving clients nationwide from sunny California, Coastal Payroll prides itself on offering streamlined payroll processes, comprehensive HR solutions, and a suite of integrations with over 300 partners​​​​​​.

Differentiator

Coastal Payroll stands out in the payroll services market with its focus on technology, personalized service, and a comprehensive range of HR solutions. Recognized for its growth, ethical practices, and as a great place to work, Coastal Payroll offers tailored solutions to businesses of all sizes, backed by a team committed to bringing the 'human' back into human resources​​​​.

Pricing

While specific pricing details are not directly available from Coastal Payroll's online resources, they emphasize custom solutions tailored to the unique needs of each business. For precise pricing and to explore how Coastal Payroll can streamline your payroll and HR processes, contact them directly to discuss your needs and obtain a tailored quote​​.

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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.