Offer a savings plan to your employees that covers parental leave, unemployment, and short-term disability.
A-team effort
Maximize your employees contributions with pre-tax deductions and a company match, like a 401k. All contributions are tax-deferred.
Advisory Services
Help your team find their next employer with tailored outplacement services. We work with the best recruiting firms in the business.
Integrate with payroll and PEO's
Pull data from your existing payroll system and PEO's with the click of a button. Keep your data in one place.
Intelligent Assistant
Tired of one-size-fits-all financial advice? Us too! The advice you receive is tailor-fit to your clients lifestyle, goals, and needs.
Financial wellness is more than just your 401(k). Pull in your checking and saving balances, investments, and real estate to see everything in one place.
The full picture
Fully integrated
Centralize data across payroll providers, custom integrations, existing software platforms and more.
Make your work...flow
From document sharing and signature workflows to onboarding, participation goals and education - it's all built in.
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