Financial
Connectivity

Automatically and securely deliver the necessary payroll data, including contributions, deductions, employee demographics, and salary-related information directly to your retirement plan provider. We support 401k, 403b and 529.
SEAMLESSLY DELIVER RETIREMENT PLAN DATA

Our Financial Connectivity
Solution

  • Get timely, accurate, and relevant data, automatically reformatted and delivered every pay period
  • Reduces risk, helps avoid fines, and ensures your plan maintains its tax-qualified status
  • Keep track of every remittance, matching contribution, and correspondence
  • Extensive network integration with over 60 retirement plan providers
  • Free up your time and resources to focus on other areas of HR

See Financial Connectivity Action

We'd love to show you what our Financial Connectivity solution can do for your business. Take the first step now!
YOUR PAYROLL PROCESS IS A BREEZE WITH THESE FEATURES
Versatile
Works with 401(k), 403(b), 529, plus over 60+retirement plan vendors
180/360 Data Flows
Uni- and bi-directional data flows to retirement providers and back automatically
Flexible Delivery
Data is auto formatted and delivered every pay period, any pay frequency
Extensive Network
Over 200 integrated payroll/HRMS providers and majority of financial providers and TPAs
Launch Quickly
Our technology is built-to-live on top of most pre-existing systems
Auditing Capabilities
Automated reports help keep track of every remittance, matching contribution, and correspondence
IT’S WHAT’S INSIDE THAT COUNTS
Automatically and securely deliver the necessary payroll data, including contributions, deductions, employee demographics, and salary-related information directly to your retirement plan provider - no matter the complexity of your organization and requirements.
  • View all the financial imports by date and time
  • Review and approve all of the imported deductions from your financial carrier(s) to automatically update your payroll

Calculate the Liability of Manual Financial Data Management

Did you know that an organization with 1,000 employees may drive liability exposure of $30K+

To see the potential impact of manual financial data management on your organization, use the slider below
How many Employees do you have Today?
# of Employees
25010,000
How many Payrolls do you run per year?
# of Payrolls
1252
This is per employee and includes sending the 401k, 403b and other financial data to the providers/TPAs during every payroll
Time Spent Managing Financial Data
This refers to 401k, 403b and other financial data - assuming 10% enrollment
Hours Spent Manually Updating Data
TOTAL LIABILITY EXPOSURE
The use of this formula does not constitute legal or professional advice and should be used for informational purposes only. Specific values may vary depending on your business situation.
WHO WE WORK WITH
We support thousands of Employers, HCM Providers, PEOs, Payroll Providers, Brokers, ERP and Carriers
  • Employers
    We work with 10,000+ employers in all industries
  • HCM Providers
    We simplify the intersection of payroll and benefits
  • Brokers
    Address your clients needs and surpass expectations
  • Carriers
    Seamlessly connected to over 600+ carriers
Everyone in HR should see the Financial Integrations demo - just to see what impact automation would have on their company. Financial Connectivity boosted our productivity by 20%
Tequila Brooks
Director of HR at Covenant House, New Jersey

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