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About
Our technology, automation, and deep ERISA plan experience add up to a 401(k) that removes work and liability from your plate. Now, that’s a benefit. We automate manual tasks such as contributions, 401(k) loans, eligibility tracking, hardships, and notifications – so your team can focus on your business. Payroll problems are the worst. We run every payroll, for each employee, through 44 unique diagnostic checks to find and resolve issues – before they become issues. Keep track of your plan’s overall health, including audit-readiness, with a comprehensive dashboard that includes all critical plan documents. To keep your plate free of compliance risk, we provide full administrative and investment fiduciary protection (aka 3(16) and 3(38) fiduciary services). Our plan administrator reviews, signs, and submits your form 5500. We carry a $5M professional liability insurance policy for our ERISA fiduciary services.
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About
The simple way to grow your money like the world's most sophisticated investors. People love us for our technology. And the team who are always around to answer your questions. Diversifying your investments means you can minimise risk while maximising rewards. We invest your money across the entire stock market using funds that track the global economy. We're what's called a fiduciary. That means we're obligated to give you actionable feedback that's in your best interest, not ours. We use state-of-the-art data encryption when handling your financial information and two-factor authentication (2FA) protection. Wealthsimple is backed by $380M in investment from some of the world's largest financial institutions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
401(k) advisor for small businesses
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Audience
Anyone searching for an online brokers and trading platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationForUsAll
Founded: 2013
United States
www.forusall.com/solution-employer/
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Company InformationWealthsimple
Founded: 2014
Canada
www.wealthsimple.com/en-gb/
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Categories |
Categories |
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Integrations
Bitcoin
Coast
Ethereum
Financial Tech Wiz Trading Journal
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