Financial Connectivity Solution

What is EverythingBenefits' Financial Connectivity Solution?

Our solution quickly and securely delivers 401(k), 403(b) and other retirement plan information to respective retirement plan vendors, reducing manual, error-prone and time-consuming processes.

What does your solution offer?

  • Flexible Delivery. Send timely, accurate, and relevant data, that’s automatically reformatted and delivered every pay period - no matter your pay frequency.
  • Extensive Network. Over 200 integrated payroll and HRMS providers and a majority of financial providers and TPAs on the market.
  • Auditing Capabilities. Keep track of every remittance, matching contribution, and correspondence with automated and user-friendly reports.
  • 180/360 Data Flows. Uni- and bi-directional data flows to retirement plan providers and back automatically.
  • Versatile: Works with 401(k), 403(b), 529, and other retirement vendors, as well as over 60+ retirement plan vendors nationwide.

 What does the Financial Connectivity Solution look like?

The screenshot below shows EverythingBenefits branded portal. Our clients can review and approve all of the imported deductions from your financial carrier(s) to automatically update your payroll.


How do I know which providers EverythingBenefits is integrated with?

You can download our list of Connected Providers here.

Are there any carriers that EverythingBenefits can NOT work with?

We are integrated with hundreds of benefits and financial providers and have not encountered an instance where a carrier would refuse to work with us, or where we didn’t have the ability to work with them.

Where can I learn more about EverythingBenefits' Financial Connectivity Solution?

The best way to get to know our Financial Connectivity Solution is to Schedule a DEMO for a one-on-one with our product specialist. We'd love to show you what our solution can do for your business.

Let us show you how our Financial Connectivity solution works. Send us a note to schedule a DEMO.

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