Alternatives to Retirement Plan Software

Compare Retirement Plan Software alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Retirement Plan Software in 2024. Compare features, ratings, user reviews, pricing, and more from Retirement Plan Software competitors and alternatives in order to make an informed decision for your business.

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    APS Payroll
    APS has a mission: to make payroll and HR easier. We design our unified solution to simplify workforce management tasks for mid-market organizations, such as benefits administration, performance reviews, workforce planning, recruiting and onboarding, and more. We provide our clients and partners with personalized service and support to accomplish their goals. Streamline payroll processing, automate HR workflows, and elevate the employee lifecycle with a single-system platform. We are APS, your workforce partner. Mid-sized businesses choose APS as their workforce partner because of our focus on the customer experience. As a result, we continually maintain a 98% customer satisfaction rate. With APS, mid-market companies get a better system, better support, and better outcomes.
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    Netchex

    Netchex

    Netchex

    Netchex is a cloud-based HCM (Human Capital Management) system designed to help businesses manage the employee lifecycle, from recruitment to retirement, with a range of tools to manage recruiting, hiring & onboarding, plus payroll and tax compliance, human resources, time and attendance, benefits, and more. As a cloud-based solution, Netchex gives users the flexibility to manage the employee lifecycle anytime, anywhere, via any internet-enabled device. Netchex helps users streamline the entire hiring process through their applicant tracking and onboarding system. With Netchex recruiting technology, users can find and evaluate qualified candidates, as well as carry out background checks, send offer letters, archive resumes, and more. Features such as flexible payment options, pre-processing reports and analysis, and compliance management help users manage payroll and tax processes accurately and efficiently.
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    MyEnroll360

    MyEnroll360

    Benefit Allocation Systems, LLC.

    Benefit Allocation Systems, LLC (BAS) introduces MyEnroll360, a dynamic SaaS platform transforming HR and benefits management. Seamlessly handle benefits enrollment, administration, compliance, and billing from hire to retirement with our agile cloud-based solution. Enjoy rapid setup, user-friendly navigation, and unwavering support for your success. MyEnroll360 by BAS offers a comprehensive SaaS solution, packaged and a la carte benefit plan enrollment & administration solutions featuring: -Online Benefits Enrollment (New Hire, Life Events, Open Enrollment) -Payroll Integration -Insurance Carrier Integrations -COBRA Compliance -Section 125 Nondiscrimination Testing -FSA Administration -HRA -ACA Compliance/Reporting -Retiree Premium Billing & Communications -Location Premium Billing -Individual Premium Billing -Employee Communications No matter your plan's complexity, our agile software adapts to evolving requirements, backed by hands-on support – Guaranteed!
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    GoCo

    GoCo

    GoCo.io, Inc.

    GoCo is modern HR, benefits and payroll built with flexibility and ease-of use in mind. Built to automate your existing manual process, GoCo is on a mission to eliminate the paperwork and spreadsheets, and replace them with delightful digital experiences your HR team and employees will love. Manage records, performance, time off, onboarding, benefits, and more all in one place. GoCo is a secure, compliant hub for sending, digitally signing, and organizing your sensitive HR documents and data. Unlike other HRIS platforms, GoCo is built to be flexible enough to support existing processes, policies, and providers, so you don't have to change the way you work just to adopt a modern HR system. HR is about people, and we believe that delivering great service to small businesses starts with customer love. That’s why every GoCo customer gets a dedicated Customer Success Manager whose only job is to bend over backwards to make your team successful.
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    Greenshades

    Greenshades

    Greenshades Software

    Greenshades is the cloud-based, compliance-driven payroll and HR solution that thousands of companies trust. The Greenshades HR and payroll platform is ERP-independent and flexible, allowing for easy set up and long-term in-house functionality. Of course, the Greenshades platform also integrates smoothly with the General Ledger system of Dynamics GP, Dynamics365 BC (Business Central) and F&O (Finance and Operations), as well as older platforms like NAV, SL, or AX. All this ensures you get a truly tailored fit without the expense and overhead of outsourced payroll providers. With robust employee self-service, proactive compliance and comprehensive tax reporting, Greenshades makes HR and payroll easier than ever. We are a payroll provider that has NO float, meaning we do not require pre-funding of payroll tax accounts. And don’t forget: the Greenshades payroll platform also includes our top-rated, end-to-end support, which means our experts are there to help every step of the way.
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    PrimePay

    PrimePay

    PrimePay

    PrimePay is more than just a human capital management (HCM) system— it’s a new and transformative way for all key leaders, including HR, finance, IT and payroll leaders, to make strategic, data-driven decisions around their workforce in a single platform. PrimePay supports the growth of mid-to-enterprise-sized businesses across all industries by: • Bridging leaders to break down silos that hinder business growth • Automating administrative work for greater operational efficiency • Engage employees to create a culture of excellence • Providing rich analytical insights to inform business decisions Our full-suite solution includes: • Performance Management • Learning & Development • Talent Acquisition • Human Resources • Payroll & Tax • Benefits Administration • Time & Attendance • Robust Data • Ad Hoc Reports • Custom Dashboards
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    Paychex Flex
    Paychex Flex is an all-in-one HR software solution that you can build on as your business grows or changes. Use it to run payroll and integrate your HR administration, retirement, and insurance management with service the way you want it and our expert knowledge of the regulations that could affect your business. The more HR functions you bring to Paychex Flex, the more accuracy and efficiency you’ll gain. It can help you: • Recruit and track the best candidates • Streamline hiring and onboarding • Deliver key HR information through custom compliance documents, compensation summaries, performance reviews, company training, and more • Manage health insurance, including compliance support • Administer employee benefits • Track time and attendance data • Pay employees and file and pay your taxes • Plan for retirement, from testing, to real-time reports, and participant enrollment and management
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    Paylocity

    Paylocity

    Paylocity

    Stay ahead of industry trends and client needs with a homegrown, single-database software platform. Rely on seamless implementation that leads to a dedicated Account Manager and service team unlike other providers. Use the same solutions Paylocity uses every day to drive engagement, collaboration, and success. Give administrators, supervisors, and employees the functionality to increase efficiency of daily activities. Connect Paylocity with other business systems to effortlessly flow data across the tools you use most. Headquartered just outside Chicago, Paylocity has revolutionized the marketplace for payroll and human resources professionals for more than 20 years. As HR and payroll professionals, you are the touchpoint between businesses and their employees during this public health emergency. Consider us your resource as you navigate the impact and a new way of operating. The coronavirus pandemic is shifting the daily reality for us all. But we're in this together.
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    The Retirement Analysis Kit (TRAK)
    The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people toward retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. Have you ever spent the time and effort to create a retirement plan for your clients, walked them through the plan only to see their eyes glaze over, and responded with “We’ll think about it”? In meetings like these, you are not connecting well with your clients.
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    ProAdmin

    ProAdmin

    Winklevoss Technologies

    In-house systems are generally more expensive than commercial solutions due to economies of scale which allow external systems to spread development costs across an entire industry. There are no additional fees for new releases or development projects that you ask us to do. You can code and produce calculations more efficiently and with complete documentation and confidence using ProAdmin. We share the best of ProVal, the market leader in valuation software, including our benefit expression language that eliminates traditional programming, reducing setup time from weeks and months to just days. ProAdmin is the premier benefit calculator designed to handle the most complex plan designs but with the most straight-forward setup process. Our server component integrates seamlessly into your environment, and accepts calculation requests from your call center, voice response unit and web portal.
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    Flume

    Flume

    Flume Health

    Flume OS replaces traditional TPAs and enables companies to design and launch powerful next generation health plans in months. Out of the box point solutions, workflows, and documentation get you started without needing to add headcount. Replace your in-house or external TPA with a full service platform so you can focus on building incredible health plans, not operations. Our powerful APIs and EDI toolkit integrate with your support, EMR, or clinical delivery systems, putting them front and center in your new plans.
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    Congruent CORE Platform

    Congruent CORE Platform

    Congruent Solutions

    Congruent's CORE suite of solutions are cloud-based self-servicing platform that helps retirement plan providers and TPAs to manage, administer, and maintain plans effectively. With industry-leading capabilities and technology, our platform will ensure that the plan provider stays ahead of the game. Contact us to know more about our products. Understanding whether or not participants are eligible to enroll in your plan is complex and requires analysis of data across types, kinds and locations. That’s where the CORE Eligibility & Enrollment Solution comes in. With over a decade of experience in the US retirement planning industry, Congruent Solutions is well placed to deliver great and targeted solutions that work. Analyze multiple data types submitted and stored in different formats and locations using a single platform.
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    Alegeus

    Alegeus

    Alegeus

    Alegeus transforms the way people interact with the U.S. healthcare system. As healthcare costs continue to rise and coverage options become increasingly complex, Alegeus meets people where they are and guides them to the right healthcare spending and saving strategies. Our white-label, cloud-based platform powers health benefit account programs for more than 300 clients, including the industry’s leading third-party administrators, health insurance plans, financial institutions and more. Through our partnerships with the industry’s leading benefit account administrators, our platform enables more than 30 million people to save and spend for their healthcare daily. Debit cards make healthcare account spending more convenient and efficient. Our platform supports more than 16 million active healthcare payment cards. Powered by our scalable, customizable SaaS-based platform, Alegeus clients are growing and driving account adoption at a pace that is 3-4X the market.
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    PENFAX
    PENFAX is our pension technology solution, which is comprised of four core products. These solutions are built on scalable technology with flexible configuration options designed to suit your business. Together, our administration system provides accurate calculations no matter how complex your pension rules might be, while our portal products can be configured to align with the unique needs of your plan members and employers. The *PENFAX Admin System is a series of modules designed to facilitate pension administration and is trusted to help administer the most complex plans. With a powerful and flexible rules-driven calculation engine, the scalable system can be configured to perform simple or highly complicated calculations, whether your plan membership is 1,000 or 1,000,000. Our team of experts will work closely with you to understand your needs so that PENFAX is configured to run efficiently for you and your business.
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    hrMecca

    hrMecca

    hrMecca

    Track participant data, interface with payroll and HRIS systems, calculate benefits, produce worksheets & retirement packets and provide an employee self-service site that allows participants to review their pension data as well as model their retirement benefits. Provides HR administration capabilities to payroll providers to augment their payroll offering. Includes real-time bi-directional data exchange through a RESTFul API with their payroll database. Track the vaccination and testing status of employees and store documents with proof of vaccine/tests. Robust reporting across the user base. Automated notifications as well as a self-service portal. All of our clients are running on the current version of our core application which allows our implementation teams to create robust applications that are proven and reliable in both the public and private sectors.
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    LynchVal

    LynchVal

    Lynchval Systems

    Lynchval Systems Worldwide Inc. is a privately owned and operated, solutions provider that specializes in the development and support of pension & OPEB software and consulting services. Our core competency lies in our ability to partner with you to customize pension and benefit solutions. Unique product architecture with leading edge programming capability that allows for coding any and every complex plan provisions on our platform. We specialize in customizing the features of our software to fit our client's needs. Customization can be as small as adding additional options to existing features to creating a client specific interface, customized reports, or client specific calculation modules. Our products are scalable, designed to handle high or low volumes of participants with calculation speeds clients both need and desire.
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    Oliver Benefits Administration

    Oliver Benefits Administration

    Oliver Benefits Administration Software

    Change the way you administer your benefits and retirement plans. Comprehensive, scalable and affordable. Oliver is a modern benefits administration software that will change the way you administer your benefits and retirement plans. Migrating and managing large amounts of private employee data is a big responsibility. At Oliver we have decades of experience. Our team will ensure the Data Migration process is as painless as possible. Accurately qualifying and determining eligibility for hourly employees can be tough, especially with complex plan provisions. Learn how Oliver’s Hour Bank Product can streamline your workflows. Legacy system modifications can create big headaches for an administrator. However, these changes are often dependent on a single individual. Learn how our configuration strategy supports our Pension Plan Products.
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    Byrne Software Benefit Administration

    Byrne Software Benefit Administration

    Byrne Software Technologies

    Our software is designed to make your benefit plan office more efficient, accurate, and compliant. You can count on our solutions for end-to-end processing, ease of use, data integrity, excellent customer service, and an eye on the future. With full integration between modules, data is entered once and utilized by all of our products. Its flexible technical design offers automation, secure and compliant transactions, and relevant reporting at your fingertips. You’ll receive full support from talented and dedicated software engineers and customer support representatives. Easy, simplified, automated, streamlined billing and payments for individuals and employer groups. Retrieve and manage A/R data easily, quickly and cost-effectively. Flexible, friendly, intuitive, and low-maintenance processing for one or an unlimited number of plans, coverage types, and networks. Includes claims received by EDI files.
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    Lively

    Lively

    Lively

    Lively simplifies HSA administration and saves you time and money. A top-rated HSA by Morningstar, Lively makes it easy for you to offer a best-in-class HSA. Our platform is designed with you in mind: From setting up employer-funded accounts, to innovative features and unparalleled customer support for you and your employees. Lively does not charge account holders any mandatory monthly maintenance fees, offers unparalleled customer support, and has a net promoter score more than double the industry average. We provide access to personalized investment solutions and provide account holders the option to start investing without maintaining a minimum balance.
    Starting Price: $2.95 per user per month
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    Elevate

    Elevate

    Elevate

    We’ve been around since the advent of CDHPs. Our team of industry experts has built many of the leading platforms. Now, we've come together to Elevate the experience. Modern-day employees can't make the most of their benefits when decades old consumer-directed benefits platforms are stuck in the past. Waiting for 10 days to find out the status of your claims is a thing of the past. With Elevate, find out in real time. Get your reimbursement into your bank account, card, or digital wallet in seconds. No more managing multiple cards to access benefit dollars. Use one contactless card that supports mobile payment providers like Apple Pay, Samsung Pay and more. Make better decisions with guidance that gives you the right advice at the right time.
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    PDS Vista
    PDS’ Vista® is a core suite of recruiting, onboarding, human resources, payroll, benefits, time and attendance, self-service, workflow, analytics, and extensive reporting components. Its intelligent cross-border capabilities manage United States, Canadian, and Caribbean employees in a single database. PDS serves a wide variety of organizations in many different industries, including professional services, finance, healthcare, retail, manufacturing, utilities, transportation, hospitality, non-profit, education, government, and others. Vista delivers a simple, intuitive interface to make the employee experience the best it can be. Our modern and efficient HCM solution provides robust tools that will scale as your business grows. Whether you opt for Vista in the cloud or on-premise, we’ve delivered the operations management tools that you’ll need to monitor and securely manage your HCM environment.
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    HealthEquity

    HealthEquity

    HealthEquity

    Avoid the headaches and hassle associated with multiple vendors. Let HealthEquity manage everything end to end. We’ll help you unlock economies of scale and get bundled pricing you won’t find anywhere else. Imagine logging into a single platform that puts exactly what you need all in one place. Choose HealthEquity and enjoy a faster, smoother administrative experience. Work with an industry leader and deliver best practices at a lower cost. Streamline workflows using no-cost integrations with your health plan, retirement provider, and payroll administrator. Easily transfer member files from any platform or payroll vendor. Plus, we’ll execute bulk transfers automatically. Stay apprised of upcoming regulatory changes and get timely updates to help ensure compliance. We’re in constant contact with state and federal decision-makers.
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    Standard Life

    Standard Life

    Standard Life

    Imagine a simple solution that offers your business a smarter way of working, enhanced employee benefit packages and much more. Standard Life can help you make this a reality today, thanks to our integrated solution. An integrated solution is where Standard Life works in collaboration with you to create a single suite of solutions for your business needs. This could help take care of your workplace pension, design a total reward and benefits strategy, or offer your employees access to our financial wellness and planning service, savings solutions and retirement products. Get a reward package that could give you a competitive hiring and employee retention advantage, while offering your employees engaging rewards and support. This could include voluntary benefits, attractive rewards and financial wellness support.
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    Keystone by Smart
    Through Keystone by Smart, we offer a platform for governments (national or regional), banks, pension providers, asset managers, trade associations, and affinity groups. These are enterprise solutions, which can be completely customized for your business and your marketplace. Keystone by Smart is the first global, cloud-native, workplace retirement savings platform. We are now ‘live’ on four continents, helping over a million savers plan for retirement, and spend in retirement, in partnership with some of the best-known financial institutions in the world. A single global retirement technology platform that allows financial services organizations and governments to deliver for the needs of their customers and their citizens and can be adapted to changes in legislation today or in five years’ time. It enables everything from apps and web-based tools for employers and employees to full data migrations, allowing our partners to move or consolidate hundreds of thousands of accounts.
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    BRMS

    BRMS

    Benefit and Risk Management Services

    BRMS processes and manages all Medical, Dental, Vision and Retiree claims efficiently and accurately with an impeccable turnaround time. With eligibility transferred from our MyHealthBenefits system nightly, eligibility is completely current. And, with PPO negotiation expertise, we specialize in reducing employer claims costs. From receipt to eligibility to negotiation and payment, we handle the entire claims administration process. Completely centralized, all claims, medical management, PPO network management, and billing is managed in-house, allowing us to provide you with flexible and quick service with a personal touch. For self-insured organizations, BRMS provides an excellent resource to process Medical, Dental and Vision claims efficiently and accurately.
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    Benefitbay

    Benefitbay

    Benefitbay

    Benefitbay leverages an all-new benefit option called ICHRA, which allows employers to reimburse employees for individual health plans while maintaining the tax advantages of a group insurance policy. Benefitbay gives employees the purchasing power to buy the best benefits to meet their own specific needs. We’ve zeroed in on the key features of ICHRA and built a platform focused on simplicity, compliance, smooth deployment, savings, and support. Arrange employees into approved classes like location, salaried vs. hourly, and age. Set your budget and assign a strategic contribution for each class. Employees are guided through simple shopping & enrollment. They can select any individual plan available to them in their location, on or off exchange. Advanced Reimbursement Accounts (ARC) are funded for automatic monthly premium payments. Pre-tax payroll deductions are set up for off-exchange plans & all plan documents are created.
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    Evolent Health

    Evolent Health

    Evolent Health

    Driving breakthrough clinical and administrative results. Evolent Care Partners, Midwest health system ranked third in the nation for both total shared savings and percentage of savings off of benchmark. Evolent Care Partners enables independent primary care physicians with the capital and resources needed to participate and succeed within two-sided payer contracts, while limiting their financial risk. New Century Health delivers cost and quality improvements in oncology and cardiology by using clinical evidence to guide care decisions that are supported by both payers and providers. Evolent Health Services simplifies health plan operations through comprehensive services that are powered by a modern and integrated platform, and a true strategic partnership model. Explore insights and news on value-based care, population health, health plan administration and other health care transformation topics.
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    BenefitsComplete

    BenefitsComplete

    Melita Group

    The breadth and depth of benefits programs have expanded and insurance costs have continued to rise over the years. Tackling these challenges requires a balanced mix of technology with qualified, experienced professionals. With BenefitsComplete, you get technology-enabled services, powered by a high-caliber team of specialists. In other words, our team is an extension of your team! You get access to the entire benefits marketplace, blended with independent, unbiased advice, plus advanced cost modeling and benchmarking to help you create a competitive benefits package. We then manage the implementation and ongoing administration and support of your plans so you can focus your limited time on more important HR matters. We install, configure and support your technology so you have a powerful tool that can grow with your business. And your employees have a simple portal and hands on support so they will feel well-served and empowered.
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    PLEXIS Payer Platforms

    PLEXIS Payer Platforms

    PLEXIS Healthcare Systems

    PLEXIS’ suite of best-in-class apps has a proven record of giving payers the extended functionality necessary for modern core administrative ecosystems. From real-time benefit administration and adjudication to automatic EDI transmission and self-service customer portals, PLEXIS Business Apps have you covered. Passport provides essential connectivity from the core admin and claims management engines to PLEXIS business apps, your own apps, and existing in-house systems. With its flexible API layer, Passport delivers real-time integration with portals, automated workflow toolsets, and business apps. Connectivity is limitless. Streamline workflows with a centralized, modern core administration & claims management platform. Process claims in a timely and accurate manner, and automate the complexities of benefit administration to capture a quick ROI and deliver superior customer service.
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    BenefitPoint

    BenefitPoint

    Vertafore

    The benefits insurance solution that manages the unique challenges of your business. As a benefits business, you face challenges that differ from the traditional P&C market. Your management system should be built to support your benefits business and help you grow as you navigate the changing healthcare landscape, rather than trying to fit into your traditional P&C system. Watch this short video to learn more about BenefitPoint. BenefitPoint is a specialized management system for agencies and brokers whose benefits business is large enough that a P&C system causes lost revenue and dissatisfied customers. BenefitPoint helps agencies cope with the unique challenges of a benefits business by identifying missing and underpayments, providing flexible workflows designed for the inevitable changes in plans and enrollment, and using plan benchmarking to become a trusted advisor. BenefitPoint enables you to increase revenue and profitability while improving customer loyalty.
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    COBRAadminOnline

    COBRAadminOnline

    COBRAadminOnline

    We have been administering COBRA for 25 years. In that time frame, with millions of COBRA qualifying events experienced, we have never been involved in a lawsuit. That is why you should subscribe to our services. When it comes time to remove an employee or dependent from your group insurance plan, notify the insurance carrier - then login and enter the individual's information. The law is specific on the information that must be provided in the letter to the employee (or dependent). Our notices meet the law's requirements and are personalized for each individual who experiences a loss of group coverage. The system will monitor each individual, letting you know if further attention is required. Keep your mind at ease, knowing that you have experts following your qualified beneficiary's time frame, payments and required notifications.
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    Paymate Software

    Paymate Software

    Paymate Software

    Paymate Software has been providing businesses of all sizes with cost-effective payroll and HR solutions for over 30 years. We provide simple and reliable software solutions to organizations across all industries throughout North America. Our customers have recognized Paymate’s ease-of-use and exceptional customer support. We believe in having a customer-focused approach in providing software and service that match the customer’s goals and is run the way the customer wants it. Our qualified, experienced, and well-informed payroll specialists work closely with you to ensure that your needs are met and expectations are exceeded. Easy!
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    PeoplesHR

    PeoplesHR

    PeoplesHR

    We believe millennial CEOs need access to data and information at their fingertips, beyond the ordinary. There is definitely no room for the monotonous processes, which is why we help you take care of your greatest asset, your ‘people’, providing the opportunity towards performance and growth & help plan towards individual development. Visualise and create your own charts and dashboards the way you like and the way you need. Interactive Analytics creates insightful decision support systems filled with all the information that you will ever need according to your requirement . Flexible, interactive and fully customizable user experiences that are improved to dig deep and identify trends with drill-down and data filtering.
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    TRI-AD

    TRI-AD

    TRI-AD

    Collaborating with clients to help them make the best decisions for their unique cultures and business needs is our passion. Better decisions come from understanding your company and what matters to your valuable employees. This takes time and partnership to accomplish. What’s the end result for you? Our experienced professionals and cutting-edge technology will help you make better decisions, resulting in better outcomes. Accessibility to the right information at the right time is key to choosing the right solutions for an individual employee’s needs. We know from experience that when employees are provided access to effective education, timely information, and an integrated BenefitSpot™ benefits dashboard, they are better prepared to make the right decisions for their personal needs. Better decisions result in better outcomes and less risk. Because our team gets to know each client and their employees, we can anticipate client needs.
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    benefitsCONNECT

    benefitsCONNECT

    benefitsCONNECT

    benefitsCONNECT is a fully-automated, cost-effective, web-based, benefits enrollment and administration platform that electronically connects brokers, employers, human resource administrators, employees, carriers, and third-party administrators. Our first clients were complex healthcare systems, and we’ve never strayed from our original mission of making it simple to run even the most complicated benefits plans. We bring the same focus, drive and depth of industry knowledge to every part of our client partnerships. We haven't lost a client to the competition in half a decade, and our over 90% client referenceability rating shows that we support our partners for the long haul. When you partner with benefitexpress, you’ll work with the same team from the first day of discovery through ongoing support, backing you with people you trust.
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    SoFi at Work
    SoFi pioneered student loan refinancing back in 2011. Since then, we’ve broadened our SoFi at Work employer platform to include a suite of services, tools, and education that can help your employees see a full snapshot of their finances, make smart decisions, and achieve their financial goals. SoFi’s employee benefits program offers employers an easy and comprehensive way to help your employees build financial wellbeing through student loan and 529 plan contributions, educational tools, and other financial resources. The SoFi at Work Dashboard is a new financial hub for your employees, providing them with a comprehensive snapshot of their finances, a suite of tools to help them make smart decisions, and a portal to their benefits, all built to help them achieve their financial goals. From college planning, to managing student debt, to building an Emergency vault, SoFi at Work benefits add value to diverse employee populations.
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    Accolade

    Accolade

    Accolade

    Especially now, every person in your population needs support. We focus on serving them all, rather than waiting until they are the highest cost. We put relationships front and center, not transactions. With compassion, intelligent technology and clinical expertise, we personalize healthcare support to each person’s unique needs. Accolade has developed the most comprehensive engagement model in the advocacy industry. We know when a person is using healthcare and engage them early, helping them stay on track. We are real humans who listen, answer questions, resolve issues, educate, and support. We uncover emotional, financial and social barriers to care and help find solutions. The old-time family doctor sought to understand a patient’s full life by making house calls and forming long-term relationships with the whole family. Our team works to gain that same level of insight about every person we support.
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    ekincare

    ekincare

    ekincare

    A full-stack health benefits platform that is predictive, preventive, and personalized. With 10,000+ partners pan-India, ensure health support for your employees anywhere, anytime. Provide health checks, telemedicine, pharmacy delivery, fitness sessions, and dental/vision services on a single platform. Focus on your core business while ekincare manages the day-to-day processes of your Occupational Health Centers (OHCs) Provide cashless and easy zero-interest EMIs to employees on big-ticket healthcare procedures. Ensure your employees are happy and productive with employee assistance programs and counselor support. Real-time dashboards aggregating population health help you make the right decisions consistently. Know your employees' health needs and build a customized annual plan that drives higher engagement. Access real-time dashboards covering utilization, health data, and engagement parameters to give you the right insights, always.
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    Enrollify

    Enrollify

    Enrollify

    Enrollify provides an integrated project management solution that is easy to use and scales with your organization. Created specifically for the employee benefits industry, Enrollify is the only integrated platform designed to amplify corporate narratives, increase employee engagement, and facilitate empathetic and agnostic decision support at scale. Compatible with any desktop, laptop, tablet, or smartphone. Flex scheduling with smart match assigns appointments to credentialed counselors by state license, language, and availability. Communicate, calendar, and execute in one system. Engagement and education–coupled with visibility to real-time effectiveness insights–turn your strategy into tangible results. We work hard to ensure our partners have everything necessary to exceed the expectations of even the most complex enrollment. Enrollify is the first and only integrated platform designed to facilitate empathetic and agnostic decision support at scale.
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    PrismHR

    PrismHR

    PrismHR

    Payroll, Benefits, and HR Made Easy. Spend less time worrying about compliance, payroll, and benefits — and more time growing your business. We combine software with HR experts that know your industry to make payroll, benefits, and compliance a breeze. The PrismHR platform allows you to manage payroll, benefits, compliance, and HR for your clients with a single technology partner. Today, HR service providers support more than 80,000 small businesses using the PrismHR platform. Deliver a more comprehensive portfolio of services, boosting your value to clients and making relationships stickier. Get access to integrated HR applications and services from leading providers, including solutions for applicant tracking, consulting, benefits, and more. Our experts provide personalized training, consulting, and custom programming to help your team — and technology — be more effective.
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    Mihi

    Mihi

    Mihi

    Mihi meets all your global Human Capital Management (HCM) needs in one system. It is a unique HCM solution where country-specific labor, HR, benefits, and data privacy requirements are pre-built to keep you compliant with local laws while giving your employees a robust self-service tool to manage leave, time and attendance, and more. Mihi’s user-friendly modules makes it easy for employees to manage their day to day needs while the system logs all critical data and makes it available to HR and Payroll teams on-demand. The cloud-based software can be accessed from any device, anytime. Our technology is backed by a team of world-class software engineers, payroll and HR experts who work with you every step of the way to implement and customize the platform to your specific needs and provide ongoing support from complex technology integrations to detailed analytics.
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    OnePoint HCM

    OnePoint HCM

    OnePoint Human Capital Management

    When you have the right workforce management software and an attentive HR service provider, it only takes one solution to unify all your human capital needs. We provide clients with a powerful HCM platform to seamlessly manage your number one asset: your employees. Our single database workforce management application is built on One employee record which opens new possibilities to connect your people, processes and other business systems within your HR infrastructure. Create speed, efficiency, visibility and control over your workforce data produce better business outcomes and long-term ROI. At OnePoint customer success is our top priority and our clients appreciate our commitment to help them succeed. As your HCM partner we discover the possibilities of a seamless technology and unparalleled customer support. Unifying all your human capital management assets into a single HR infrastructure will lead to time saving, reduced errors, and better people analytics.
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    UKG Pro
    UKG Pro (formerly UltiPro) is our award-winning human capital management (HCM) solution that helps simplify complex HR processes and provide powerful insights about your workforce. Marrying deep functionality and artificial intelligence (AI) technology with an intuitive, best-in-class user interface, UKG Pro makes it easier for HR and business leaders to optimize performance and improve work experiences for their people. From big-picture data to zooming in to the individual employee’s journey in a matter of seconds—UKG Pro can support even the most complex organizational needs in HR, payroll, time, and talent. Gain one, comprehensive view of all your employee data, including insight into your global teams. Discover the most powerful payroll engine in the industry today, and simplify the most complex tax processes. Deliver a personalized, candidate-centric experience to potential employees, and make it easier for recruiters to assess the right fit.
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    Smart Pensions

    Smart Pensions

    Smart Pensions

    Our technology is purpose-built for the pension marketplace and digital-first, helping employers manage their pension admin easily. Additionally, members can easily manage their pension savings at any time with just the tap of a finger, using our app. We invest members' pension savings to deliver a strong return whilst also tackling climate change to make a positive difference to society and our planet. We plan to be net zero by 2040, and to make a 50% reduction in emissions by 2025. We protect members’ pension savings with strong governance, and oversight from independent trustees. Everyone’s financial needs will be different in retirement. And those needs can change as you move through your retirement journey. That's why we've created Smart Retire. Our technology is purpose-built for the pension marketplace and digital-first, helping employers manage their pension admin easily. Additionally, members can easily manage their pension savings at any time.
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    PensionGold

    PensionGold

    Levi, Ray & Shoup

    Our PensionGold® software is the most innovative and advanced pension administration solution available today. Designed for today’s emerging web technologies, PensionGold is a browser-based retirement solution with comprehensive features tailored specifically for defined benefit pension plans. This fully integrated pension administration software is built using the knowledge, insight and experience we have acquired over the past three decades. Configurable. Flexible. Scalable. PensionGold is built upon our proprietary Enterprise Solutions Foundation (ESF) platform. ESF is a multi-tiered, service-oriented architecture (SOA) that not only powers the run-time of PensionGold’s robust feature set, but also provides the design-time configuration tools used to efficiently implement our customer’s unique and changing business requirements.
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    InFlight Employee Experience Platform
    Transform the way you attract, hire, and empower talent with the InFlight Employee Experience Platform (EXP) by making your existing applications mobile, modern, and beautiful. The InFlight Employee Experience Platform (EXP) provides total control over your HR applications, so you can overcome technology obstacles and achieve successful business outcomes. From pre-hire to retire, InFlight enables you to impact user behavior for the better, enhance your brand, and maximize your HCM software investments. InFlight helps new hires hit the ground running and become productive in the shortest amount of time, even when you can’t teach them the ropes in person.
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    BenefitDriven
    BeneSys began by developing software for our industry. Our software, BenefitDriven, was designed and developed in-house using the Microsoft technology stack (.NET with SQL server). BenefitDriven captures a broad spectrum of data elements for both Participants and Employers. This includes demographic or other relevant unique identifying information as well as information related to the reception and allocation of contributions, the proper calculation and daily administration of various benefits (health & welfare, pension, vacation, etc.) as well for on-going communication, accounting, and auditing purposes.
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    PeopleStrategy

    PeopleStrategy

    PeopleStrategy

    A full-service broker, PeopleStrategy offers expert benefits consulting, intuitive HR software and comprehensive administrative services to provide employers with a single source for the tools and resources to attract, manage and retain talent. PeopleStrategy’s cloud-based HR platform is ideal for companies with 50 to 500 employees, but is designed with flexibility to scale up or down. It features HRIS, Payroll, Benefits Administration, Time, Attendance, Onboarding, Applicant Tracking, Performance, Compensation Planning, Compliance, Reporting & Analytics in a single platform. PeopleStrategy Insurance Services works with employers to develop a long-term, sustainable benefits strategy. Experienced benefits consultants identify the right mix of health plans, wellness programs and non-insured benefits options to the needs of employees and their families.
    Starting Price: $24 per user per month
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    The Plan Administrator

    The Plan Administrator

    Benefit Plan Systems

    The Plan Administrator (TPA) is a group enrollment, eligibility maintenance and consolidated billing system. Maintain a central information database with all related client, participant, dependent, coverage and rate data. Consilidate all plans on one billing, report eligibility electronically, on-line enrollment Automatic calculation of rates based on any number of variables, including age, length of service, health risk factors and all others. Use name list or summary billing. Easy import/export using csv, composite or ODBC/SQL. Web-enable with CSPWeb module. Automate all COBRA administration functions, from Notification through Conversion. Full premium accounting features, including automatic handling of advance, partial, retro active payments and NSF checks. Easily relate to any other system using ascii, csv, composite or ODBC/SQL. In use by many of the nation's largest administrators since the start of COBRA, this system has proven value backed by more than 25 years of use.
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    Web Benefits Design

    Web Benefits Design

    Web Benefits Design

    Web Benefits Design (WBD) is a leading national employee benefits technology, communication, and administration firm. WBD works with companies of all sizes to develop employee benefit solutions on the cutting edge of technology and value. We provide a one stop solution for employees and Human Resources to manage benefits. Customized benefits website with company logo, colors, images, and branding. The Supersite creates a single access point for enrollment, benefit comparisons, plan documents, forms, contacts, and decision support tools. For an engaging, high impact experience, our interactive decision support tool helps employees calculate future care considerations, annual premium cost, and benefit design to specifically recommend the right plan. WBD offers best in class COBRA and ACA! Our ben-admin platform provides fully integrated eligibility logic with real-time COBRA and ACA data updates and reports. One team. One eligibility source. One solution.