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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Comprehensive solutions are available for those seeking assistance with student loans, allowing users to efficiently organize their loans while accessing the latest information. Users can discover and apply various money-saving strategies tailored to their needs. This curated platform offers a range of free services alongside preferred rates from professional advisors. The program can be initiated within minutes, ensuring secure access to real-time reporting features. Additionally, there are reliable templates designed to help announce the program and highlight its benefits to employees effectively. A dedicated customer success manager will provide support to your HR team in areas such as program administration, communication strategies, and plan design. Employees will also have the ability to monitor their contributions via a user-friendly dashboard, while being able to explore detailed repayment scenarios. Support is readily available through email and phone, both during and after the enrollment process. You can customize your plan using valuable market insights, and the assigned Customer Success Manager will be there to assist every step of the way. The templates provided not only streamline the announcement process but also enhance engagement with employees. Furthermore, on-demand reporting will allow you to measure and quantify the program's impact effectively, ensuring continued growth and improvement in loan management and financial education for all participants.

Description

Tailored investment solutions and plan structures enable you to create a flexible offering suited to your current needs while accommodating future adjustments as your business evolves. Enjoy a contemporary, intuitive experience that enhances user engagement and satisfaction. Our transparent and competitive pricing ensures both you and your employees are fully aware of all costs involved. We offer comprehensive administrative services that cover operations, support, and compliance with 3(38), 3(21), and/or 3(16) regulations. Whether you choose to collaborate with an advisor or go solo, we help you identify the ideal plan for both you and your workforce. Access the vital information necessary to effectively manage and service your plan via our digital, interactive portal. We make it simple for your employees to start saving; just upload your initial payroll and census data, and we’ll take it from there, ensuring a seamless transition into your new saving strategy. With our support, your employees will be on the path to financial security in no time.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ADP Workforce Now
Flywire
Gusto
Insperity
Namely
OnPay
Patriot Payroll
Paychex Flex
Paylocity
QuickBooks Online
RUN Powered by ADP
Rippling
Toast
TriNet

Integrations

ADP Workforce Now
Flywire
Gusto
Insperity
Namely
OnPay
Patriot Payroll
Paychex Flex
Paylocity
QuickBooks Online
RUN Powered by ADP
Rippling
Toast
TriNet

Pricing Details

$750 year base fee
Free Trial
Free Version

Pricing Details

No price information available.
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

Peanut Butter

Founded

2015

Country

United States

Website

www.getpeanutbutter.com

Vendor Details

Company Name

Vestwell

Founded

2016

Country

United States

Website

www.vestwell.com/employer-sponsored-retirement-plan

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Product Features

Alternatives

Alternatives

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