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.
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
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.
Frequently asked questions
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.
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.
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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