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Description
Our innovative technology, coupled with extensive experience in ERISA plans, culminates in a 401(k) solution that alleviates both workload and liability for you. This is certainly a significant advantage. We streamline various manual processes such as managing contributions, handling 401(k) loans, tracking eligibility, assessing hardships, and sending notifications, allowing your team to concentrate on core business functions. Dealing with payroll issues can be quite challenging. To mitigate this, we meticulously analyze payroll for every employee using 44 distinct diagnostic checks to identify and rectify potential problems before they escalate. You can monitor the overall wellness of your plan, including its readiness for audits, through a detailed dashboard that encompasses all essential plan documents. To ensure you remain free from compliance risks, we offer comprehensive administrative and investment fiduciary protections, identified as 3(16) and 3(38) fiduciary services. Our dedicated plan administrator is responsible for reviewing, signing, and submitting your Form 5500. Additionally, we maintain a robust $5 million professional liability insurance policy to safeguard our ERISA fiduciary services and give you added peace of mind. With our comprehensive support, you can focus on growing your business while we handle the complexities of your retirement plan.
Description
Trustee Partners ensure exceptional follow-up on your accounting through the file-sharing capabilities provided by Winbiz. As resellers of Winbiz products and services, Winbiz Partners cater to their clientele by offering various services, including software initiation, setup, and foundational guidance on utilizing Winbiz effectively. The qualification of Winbiz Specialists, who possess a certification confirming their expertise in the software, enables them to provide comprehensive training and support. These specialists are well-equipped to educate users on the advanced functionalities of Winbiz and assist with the program’s installation and configuration, ensuring a smooth user experience from the outset. With their extensive knowledge, Winbiz Specialists can also address specific user needs and optimize the software's performance for each client.
API Access
Has API
API Access
Has API
Integrations
PrestaShop
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
72 CHF/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ForUsAll
Founded
2013
Country
United States
Website
www.forusall.com/solution-employer/
Vendor Details
Company Name
FIDUCIAL WINBIZ SA
Founded
1992
Country
Switzerland
Website
www.winbiz.ch/en/winbiz
Product Features
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
