Alternatives to Human Interest

Since 1995, SurePayroll has been a leader in online payroll services for small businesses across the country. SurePayroll was the first SaaS payroll provider. It has since grown to be a household name in simple payroll, workers' compensation, and 401(k), as well as health insurance services. The company is backed by an award-winning U.S.-based customer service team. SurePayroll recently added HR services to its solution portfolio. SurePayroll is a trusted partner for a wide range of businesses, trusted advisors, and financial institutions, and offers co-branded and private-label solutions.

Streamline payments to your team and leverage robust tools, employee perks, and expert support with the leading online payroll service provider. Handle payroll while having access to HR and employee services all in one convenient location. After your payroll setup is finished, you can automatically pay your team without hassle. Our service will effortlessly calculate, file, and manage your payroll taxes for you. Enjoy the benefit of keeping your cash longer with complimentary same-day direct deposit options. Additionally, you can oversee benefits and employee services directly from your payroll account. With direct deposit, you'll have the added advantage of flexibility in choosing when to pay your team. Your time tracking information is seamlessly integrated into your account, allowing you to approve timesheets, process payments, and generate invoices directly from your mobile device. Save valuable time by automating your payroll processes, and when you enable Auto Payroll, we'll send you timely notifications to help you efficiently manage your account. This way, you can focus more on your business while knowing your payroll is taken care of.

A 401(k) is a retirement savings plan set up by employers or self-employed individuals to assist both workers and business owners in accumulating funds for retirement while enjoying various tax incentives. This savings option is designed to meet diverse retirement planning needs, offering flexibility in how contributions are managed. Participants have the autonomy to determine the percentage of their salary that will be directed into their 401(k) accounts each pay period, with those contributions made before taxes are applied, allowing for potential growth without immediate tax implications. Many employers enhance this savings approach by matching a part of the contributions made by employees, which can significantly accelerate the growth of retirement funds. In addition to securing future financial stability, enrolling in a 401(k) offers distinct tax benefits for both employees and employers, such as tax deductions and tax-deferred growth on earnings. For instance, when employees allocate funds to their 401(k), these amounts are deducted from their gross income prior to tax calculations, effectively lowering their taxable income for the year. This dual benefit of saving for retirement while optimizing tax responsibilities makes the 401(k) an appealing option for many individuals and businesses alike.

Ledgy is the trusted equity management solution for high-growth businesses. All countries are compliant with the best-in-class security, privacy, and security. Digitize your spreadsheets to create a transaction-based captable that's always accurate, scaleable, and can be updated in real time. Accurate scenario and exit modeling will make your financing rounds a success. You can streamline your due diligence and manage every vesting schedule. With custom dashboards, you can show the most recent information to all your stakeholders (investors, employees, and shareholders). Ledgy automates equity plans and helps you attract and retain top talent. Employees can manage their equity and view their shareholdings as well as their vesting schedules and future valuations. Engage your investors by sharing KPIs and accurate funding scenarios, valuations and exits, custom reporting, etc. Learn why Ledgy's platform is loved by founders, CFOs, HR departments, and their employees. To see it in action, book a custom demo.

Small business owners can have a simple, affordable 401(k). We believe in retirement plans that work. We are on a mission for every small business to offer a 401k. To help participants build a retirement they're excited about. We can sync with top payroll providers, handle plan administration, and offer low-cost mutual fund options. We don't charge additional fees for investments, unlike other 401(k). We are different. We take care of the administration, compliance testing, recordkeeping, and other tasks to make your job easier. Fully packaged. We do all the heavy lifting, from plan administration and employee onboarding to compliance testing, government filing and recordkeeping. These are our features. Predictable pricing. One all-inclusive fee is charged. It starts at $39/mo + $8/mo for each participating employee. There are no additional setup fees or investment fees. Pricing details. Full payroll integration. Fully integrated with top payroll providers, we automatically sync employee data.

Betterment is a leading robo-advisor that helps people grow their wealth through smart, automated investing and personalized retirement planning. Its expert-built portfolios are globally diversified and continuously optimized with advanced features like dividend reinvestment, tax-loss harvesting, and rebalancing, taking the complexity out of investing. Clients can also access high-yield savings accounts with APYs up to 4.40%, paired with FDIC insurance of up to $2 million for added security. For retirement savers, Betterment provides access to Traditional IRAs for upfront tax deductions, Roth IRAs for tax-free withdrawals, and SEP IRAs tailored to self-employed individuals and small-business owners. The platform simplifies rollovers from old 401(k) or IRA accounts, helping investors reduce hidden fees and centralize their money in one place. Automated technology ensures contributions, rebalancing, and long-term growth stay on track while Betterment’s planning tools calculate how much to save based on individual life goals. Premium members gain access to Certified Financial Planners (CFPs) for personalized retirement advice and clarity on complex decisions. By combining technology, transparency, and human expertise, Betterment empowers users to plan confidently for both short-term savings and long-term retirement security.

A 401(k) plan tailored for small businesses encompasses various components that are essential for aiding employees in their retirement planning journey. Shelton 401(k) focuses on delivering retirement account solutions specifically designed for small enterprises, ensuring that the experience remains hassle-free for business owners. At Shelton Capital Retirement Plan Services, we collaborate closely with our clients to offer a cost-effective, all-in-one solution that simplifies processes and yields the best outcomes for everyone involved. Our commitment is to deliver exceptional, high-touch 401(k) services that not only assist your employees in building their retirement savings but also enhance your professional image. We pride ourselves on our team of seasoned service experts who provide both live and digital personalized resources tailored to meet the needs of you and your employees. Unlike large fund managers or insurance companies, Shelton 401(k) operates as a small privately owned entity, emphasizing human administration over automated systems. Our focus on personal interaction ensures that clients receive attentive care and support throughout their retirement planning experience, fostering a sense of trust and reliability.

Our 401(k) plans are structured to reduce the expenses associated with retirement benefits, allowing you to maximize your savings. Whether you’re a small enterprise initiating your inaugural 401(k) plan or a more established company aiming to cut costs and enhance your services, we are dedicated to meeting your needs. Discover the advantages of tax savings and increased annual contribution limits available with a 401(k). Make your investments more economical with our selection of premium investment options. Enjoy the possibility of reducing taxes for both yourself and your business. We provide tailored 401(k) plans, accommodating everyone from self-employed individuals to businesses with up to 100 employees. As you save for retirement, you can simultaneously reduce your tax burdens. Utilize the expertise of ShareBuilder Advisors and the support of Customer Success Managers to guide you. If you’re new to offering a 401(k) plan for your business, a brief online search can quickly direct you to the necessary aspects you should consider when selecting a 401(k) provider, such as services, costs, and investment opportunities that are crucial for your success. Here’s some valuable information to assist you in this journey. Additionally, taking the time to understand the features of our plans can empower you to make informed decisions for your future.

Low-cost 401k plans come with absolutely no fees and ensure that nothing is taken from employees' retirement savings or investments. For small businesses, these plans offer an extensive variety of no-load funds and enable commission-free trading of stocks and bonds through self-directed brokerage options. The plans also include an IRS-approved prototype tailored to meet the specific needs of small business owners, along with annual 5500-SF filings and additional services. With over 35 years of experience, this provider is committed to delivering top-quality low-cost 401k plans and guarantees that no fees will be deducted from the plan assets. Unlike other providers, Low Cost and No Fee 401k Easy does not skim any fees or commissions from employees’ retirement contributions, allowing them to retain 100% of their earnings for retirement. By choosing no-fee 401k Easy, small businesses can ensure that none of their funds will be diverted to financial advisors or their partners, allowing employees to truly benefit from their hard work and savings. This commitment to transparency and integrity sets this service apart in the industry.

Our retirement plan solutions offer a range of advantages, from straightforward plan management and impartial investment options to fiduciary services, efficient plan setup, and time-saving solutions that truly make a difference. ADP is dedicated to preparing participants for retirement by equipping your employees with essential tools, enabling them to conveniently plan for their financial future. With a user-friendly mobile enrollment system that allows participants to sign up from anywhere at any time, along with the MyADP Retirement Snapshot calculator which provides tailored estimates of retirement savings based on individual responses, we are continually innovating to enhance the experience for both you and your employees. Additionally, timely and targeted messaging ensures that participants receive crucial information as needed. It is vital to make informed investment decisions for the success of your retirement plan, and we are here to support you in achieving that goal. Our commitment to ongoing improvement and adaptability in our services underscores our focus on your needs and those of your employees.

Our primary focus is to utilize our knowledge and resources for one essential purpose: assisting individuals in saving and investing wisely so they can enjoy the life they aspire to lead. We achieve this by simplifying the process for organizations to offer valuable benefit programs to their workforce. By enhancing administrative efficiency and alleviating fiduciary concerns, we also encourage employees to fully engage with the benefits available to them. Our commitment lies in supporting participants in reaching a well-funded retirement. Using established strategies and cutting-edge tools, we aim to inspire them to enroll early, increase their savings, and diversify their investments effortlessly. Moreover, as they navigate through retirement, we equip them with resources that enable effective management of their retirement income, ensuring they are well-prepared for the future ahead. Ultimately, our goal is to empower individuals to take control of their financial journeys.

Offering your employees a Slavic-401(k) plan will help you attract and retain top talent. It will also help you create a happier, more stable workforce. Happier employees stay with your company longer, which will allow you to grow your business. You can weigh your options between a standalone 401(k), or participation in a Multiple Employee Plan (MEP). An MEP plan can save you $6,000 to $10,000 annually in audit costs (an IRS requirement for businesses 100+). An MEP does not have an individual audit requirement for your business. It is also possible to outsource the administration and fiduciary responsibility to MEP sponsors, which saves time and money. Employers can face serious problems with 401k compliance and testing. You could face penalties and fines for not properly administering your plan. This can have a devastating effect on a small business.

The ASC DC/401(k) administration platform is regularly enhanced to accommodate all updates in legislation. It features adaptable eligibility assessments, a user-friendly data import wizard, and thorough data verification processes. The system supports a variety of funds and sources, employing either dollar or share accounting methods. Additionally, the ASC offers a complete Compliance Testing System. Users have the option to generate reports from the standard templates provided with the ASC System or create tailored reports using the ASC Reporter, which facilitates custom report creation. It also includes integrated budgeting solutions for various plan types such as new comparability, super integrated, age-weighted, and sole proprietor/partnership plans. The system efficiently calculates different employer contributions for 401(k) plans and other defined contribution schemes. Furthermore, it performs comprehensive employee data validation in one streamlined process, including the capacity for custom validation formulas, ensuring it stays fully updated with all legislative changes while enhancing user experience. This continual evolution reinforces the platform's commitment to providing reliable and efficient administrative support.

The Ocho Solo 401k offers unparalleled tax benefits for entrepreneurs compared to any other retirement plan available. You can contribute as much as $61,000 while enjoying tax-free compounding across various asset classes. Designed with user-friendliness in mind, Ocho ensures that managing your solo 401k is a seamless experience, allowing you to create your account, make contributions, and invest directly through a streamlined, easy-to-use dashboard. Setting up a solo 401k with Ocho is incredibly simple and can be completed in under ten minutes, with all necessary paperwork and administration handled on your behalf, eliminating the hassle of opening separate accounts for banking and brokerage. Investors can choose to put their money into traditional financial vehicles like stocks, mutual funds, and ETFs, or they can exercise checkbook control to invest directly in alternative options, such as real estate, cryptocurrency, and private equity, providing a diverse range of opportunities to grow their wealth. With Ocho, the path to a successful retirement plan is not only accessible but also flexible, catering to the unique needs of each business owner.

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.

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.

Experience a contemporary 401(k) without intermediaries. If your current provider is listed here, we may be able to cut your fees by 40% or even more. Simply send us your fee disclosure, also known as a 408b2, from your existing provider. If you're unsure how to find this document, don't hesitate to call us for assistance. Remember, the Department of Labor mandates that plan sponsors regularly benchmark their plans, ensuring you meet your fiduciary responsibilities. As you aim for a secure financial retirement, it's essential to assess whether your 401(k) is on the right track. Our team member will provide you with a free “side-by-side” fee comparison, illustrating how elevated fees could affect your account balance in the long run. Take the initiative and transition to America’s Best 401(k) today. There are no conversion fees, and our dedicated team ensures a seamless transition throughout the process. The sooner you make the switch, the sooner you can start enjoying the benefits of your savings. Don't wait; the path to a more prosperous retirement could begin with a simple phone call.

Managing a 401(k) has reached unprecedented levels of simplicity. The burdens of tedious tasks, mistakes from manual data entry, and piles of paperwork have been largely eradicated through our automated system. This automation fosters a more efficient process, which in turn translates to cost savings for everyone involved. Your 401(k) is poised to become the most economical and sought-after benefit available! Enjoy the advantage of dedicating less time while maximizing your financial savings. With 401GO’s user-friendly platform, planning for retirement has never been more accessible. Instead of just a basic list of options, each user receives a tailored portfolio strategy that aligns with their risk appetite and financial aspirations. We've enhanced plan design by prioritizing simplicity and identifying the essential features that are most beneficial for organizations. You can start your plan in just a few minutes, eliminating the lengthy delays often associated with setup. Our system continuously conducts automated testing and compliance checks rather than waiting until year-end for necessary filings. We take care of all the required filings and guarantee your plan adheres to compliance standards. It's important to ensure that investment options are appropriate for a 401(k) plan, fostering a secure and reliable retirement saving experience. Plus, with our ongoing support, you can feel confident that your retirement strategy is on the right track.

We develop innovative solutions tailored for remote workers seeking employment opportunities while ensuring they receive their earnings efficiently. Our offerings include distinctive job placements, adaptable payment structures, lower payroll expenses, and expedited fulfillment processes, allowing workers to receive a portion of their salary in digital currencies. We facilitate quicker and more affordable international invoicing with seamless bank and wallet deposits, catering to global professionals desiring payment in digital assets for their services. We also support companies eager to provide unique digital asset perks to their staff and those looking to streamline payments to employees and freelancers swiftly and cost-effectively. Our services are particularly beneficial for organizations exploring cutting-edge HR solutions. Bitwage continuously evaluates the various methods available for cross-border wage distribution, contrasting traditional options like bank transfers with modern international solutions such as XBT and XRapid protocols. This comprehensive strategy enables Bitwage to significantly lower the expenses associated with compensating workers, freelancers, and outsourcing agencies around the globe, all while enhancing the overall payment experience. By focusing on these innovative approaches, we aim to redefine the way remote workers are compensated across borders.

Know precisely the amount of money that will be deposited into your bank account every month, without any tricks or gimmicks. This approach represents a straightforward solution for retirement tailored to the contemporary individual. Established in 2015, Due initiated its journey with an online invoicing platform aimed at assisting freelancers and small business owners. Since then, Due has enabled countless companies and freelancers to receive payments more swiftly and improve their cash flow while presenting a polished, branded format for payment requests. Within a year of launching, Due expanded its services to include payment solutions for its clientele. In addition, Due provides a diverse array of payment methods, such as eCash, eChecks, ACH, and both domestic and international credit card processing, along with a digital wallet for storing payment details and funds. The straightforward retirement metrics feature illustrates how much you'll accumulate monthly, and you have the freedom to withdraw your entire balance at any time. Signing up for our annuity takes merely five minutes, allowing you to embark on your financial journey with ease. With our user-friendly platform, preparing for a secure financial future has never been simpler.

iTrustCapital was established by prominent figures in the alternative investment IRA sector. As the foremost digital asset IRA trading platform, iTrustCapital enables users to seamlessly buy and trade cryptocurrencies and physical gold in real-time using their retirement funds. This innovative and IRS-compliant platform addresses the expensive inefficiencies and outdated methods associated with traditional IRA systems, allowing investors to securely and conveniently transfer funds into the cryptocurrency and physical gold markets—often at costs up to 90% lower than those of competing IRA providers. The company aims to empower 10 million investors to engage in the economic opportunities presented by a blockchain-driven future. It is surprising to see how many individuals remain unaware of the significant advantages that IRAs can offer. By raising awareness, iTrustCapital hopes to help more people take advantage of these investment opportunities.

To automate all calculations, including overtime premiums and multiple pay rates, rules can be applied automatically to employees or situations. Managers can remotely monitor attendance and time of employees and access up to two-thirds of the reports. You don't have to wait until the end for attendance records. To track vacations, sick days and banked time automatically, you can set up unlimited accruals. Employees can view their accrual balances online, which eliminates the need to contact human resources for this information. Management can track and control exactly where employees can punch in/out, down to the device level and GEO fence level. Track employee expenses and allocate time for tasks. In just a few clicks, you can manage employee skills and qualifications and process payroll.

Planswell offers a complimentary online financial planning tool that generates customized strategies for retirement, debt management, investments, and insurance within approximately three minutes. Users can enter their current savings, contribution levels, desired retirement age, and risk tolerance, allowing the tool to project overall nest-egg growth, create a tailored lifelong withdrawal strategy, and distribute funds across various account types to reduce taxes while enhancing savings. The platform consolidates existing debts, suggests the best options for consolidation with the lowest interest rates to boost cash flow, and assesses insurance requirements to safeguard income against death or serious illness. Additionally, it features engaging dashboards, calculators driven by different scenarios (such as budgeting, child affordability, and investment needs), and comprehensive, easy-to-export reports, all via a secure online portal. Users also have the option to receive a complimentary consultation with a local financial advisor, ensuring that sensitive information remains private. This approach not only empowers users with financial insights but also fosters a more informed decision-making process regarding their financial future.

Unify multiple accounts into a comprehensive strategy with Pontera, which enables advisors to oversee and manage 401(k), 403(b), and other held-away accounts, ensuring they effectively address their clients' requirements. By optimizing tax strategies, advisors can enhance client wealth over time. The Pontera platform allows for swift and efficient allocation of investments between taxable and tax-deferred accounts, enabling advisors to better serve their clients. Furthermore, Pontera enhances transparency by helping advisors present a clearer picture of portfolio activity to their clients. In conjunction with existing technologies, Pontera provides greater portfolio visibility, allowing advisors to offer a more cohesive service. By regularly rebalancing and monitoring retirement accounts, akin to custodial accounts, advisors can provide stability and reassurance, particularly during market fluctuations. This proactive approach not only boosts client satisfaction but also contributes to improved long-term financial outcomes. Ultimately, Pontera empowers advisors to maintain control and confidence for their clients in an unpredictable investment landscape.

Enhance your ability to retain top talent by implementing effective equity plans that follow best practices. Benefit from integrated legal agreements, straightforward vesting options, and streamlined communication methods. Incorporating equity into your hiring strategy is quick and efficient. You can easily develop stock option or share plans, establish automatic vesting schedules, and incentivize your team for their contributions. Clear communication about the value of equity can significantly enhance workplace culture, boost engagement, and improve employee retention. Maintain transparency with your team, ensuring they understand the benefits, which ultimately fosters a more committed workforce. All valuations are organized and readily accessible whenever you need them. Additionally, features like automated vesting, exercising, and reporting provide reassurance and confidence in your equity management process. Compliantly manage and issue equity for employees and contractors across more than 50 countries, all while benefiting from automated reporting that keeps your records current and reliable. With a state-of-the-art cloud infrastructure, your data remains secure at all times. This comprehensive approach not only simplifies equity management but also strengthens your organization's overall appeal to potential and current employees.

Enhancing the employee experience hinges on maintaining transparency and keeping your workforce well-informed. Building trust among employees can be achieved through this openness. You can easily record videos or share links, documents, and text directly from your phone to send targeted communications to groups, departments, or individuals. Recipients will get notifications via email and mobile devices to access the materials promptly. You can also choose whether to enable employees to comment on, "Like," or "Dislike" your posts, fostering engagement. To streamline your efforts, our platform allows you to plan your content strategy for the entire month at once. You can customize your communication by selecting specific audiences, preferred formats, and scheduling when messages will be sent. Additionally, this approach empowers employees to express their ideas, participate in innovation challenges, add value to projects, or simply connect with colleagues who share similar interests. Ultimately, this comprehensive communication strategy not only informs but also actively involves employees in the workplace culture.

Simplifying student loan benefits: They're essential for your workforce and groundbreaking for you. Additionally, contributions towards student loans are now exempt from taxes. Our mission is to offer your organization tailored student loan benefits that aid your staff in funding their education or that of their loved ones. This support not only assists them but also enhances your ability to attract and retain high-quality talent. There are various strategies to transform student debt relief into a corporate advantage. With our flexible options, you can easily discover the perfect solution for your organization. Accelerate your employees' journey to financial independence by either making direct monthly contributions to their student loan payments or by providing them with tax-advantaged 401(k) options. Our educational finance decision support tool guides employees in choosing the most effective approach for managing their student loans while also planning for future educational expenses. Offering accessible loans for the educational needs of employees and their families is another way to strengthen your team's financial well-being. By investing in their education, you’re fostering a more knowledgeable and capable workforce.

Edukate is a platform designed to enhance financial benefits, fostering a more confident, productive, and engaged workforce by equipping employees with tailored financial assistance and resources. With Edukate, you can seamlessly provide the essential tools to help your employees reach their financial aspirations. The process of adding new employees, communicating with current staff, and adjusting available resources is straightforward and adaptable as your business grows. Moreover, the Edukate platform integrates with existing employee retirement plans, allowing for effortless enrollment, contribution adjustments, and access to plan documents directly from the user-friendly dashboard. Our API further enables the creation of customized tools tailored to your organization's specific needs. A highly engaged workforce not only promotes healthier employees but also positively influences your financial performance. By quickly onboarding new employees and implementing new features, you can streamline operations and focus on getting back to your core business objectives. Ultimately, Edukate empowers both employers and employees to thrive financially.

Discover a tax-advantaged method to invest in cryptocurrencies with a CryptoIRA. This innovative approach allows you to leverage your retirement savings for buying, selling, and trading cryptocurrencies directly via Coinbase. Imagine how the currency of tomorrow could influence your financial future. Setting up a CryptoIRA is a straightforward process that can be completed entirely online. Each IRA option provides tax benefits, with choices including traditional, Roth, or SEP accounts. You can either make contributions from your bank account or transfer funds from an existing retirement plan. Trade from over 90 different cryptocurrencies on the Coinbase exchange right from your Alto portal, which seamlessly integrates with Coinbase, eliminating the need for an LLC. Enjoy the convenience of 24/7 real-time trading with a low minimum investment of just $10, making it simple to embark on your investment journey. Plus, we provide a complimentary concierge service to assist you with the setup and funding of your account, ensuring a smooth experience. There are no account maintenance fees, no setup charges, and no minimum balance requirements ever. Investing in your future has never been so accessible.

Transform your company's cap table into a strategic advantage with Capdesk, a platform designed to help you navigate and prepare for all potential scenarios. In the competitive landscape of attracting elite talent, offering equity serves as a significant edge for startups against larger firms. However, many startups find themselves overwhelmed with the complexities of issuing and managing employee equity, or they might forego it entirely. Regardless of where your employee share scheme is based, Capdesk provides a comprehensive solution for effective management. The platform supports various security types, such as phantom shares, growth shares, and RSUs, ensuring versatility for your needs. Additionally, Capdesk empowers your employees by granting them access to a customized dashboard that enables them to understand and track their share values. With this feature, employees can keep tabs on both their vested and unvested shares while witnessing the tangible increase in their holdings as the company flourishes. This level of transparency not only enhances employee engagement but also fosters a culture of ownership within your organization.

Transform the management of your benefits and retirement plans with a solution that is comprehensive, scalable, and cost-effective. Oliver offers innovative benefits administration software designed to revolutionize the way you handle these crucial aspects. With the significant responsibility of migrating and managing vast amounts of sensitive employee information, our team draws on decades of expertise to facilitate a seamless Data Migration process. Accurately assessing and establishing eligibility for hourly workers can be challenging, particularly when dealing with intricate plan details, but Oliver’s Hour Bank Product is here to simplify your workflows. Additionally, making modifications to legacy systems can lead to considerable challenges for administrators, often hinging on the availability of a single person. Discover how our thoughtful configuration strategy enhances the effectiveness of our Pension Plan Products, ensuring that you can efficiently navigate these complexities. By embracing Oliver, you’re not just adopting a software solution, you’re investing in a more streamlined and efficient future for your organization.

The distinctiveness and success of your company are directly tied to the talent of its workforce. SBS Payroll and Human Resources software is designed to help you effectively manage your most crucial resource. Recognizing that each business has its own operational style, we offer customizable software solutions that align with your specific needs. By adopting in-house payroll software, you can better manage processing expenses and enhance overall productivity. Moreover, consistently applying policies—whether they are internal, federal, state, or industry-specific—will significantly reduce compliance risks. Streamline your operations and boost accuracy by integrating data from your current time clock system and creating recurring time cards for various employee groups. From hiring to retirement, manage your workforce efficiently and precisely. Our software also automates the tracking of applicants, defines personnel actions, records changes in benefits, and much more. Additionally, the built-in reporting tool allows you to quickly create tailored reports, ensuring you have the insights you need at your fingertips. With integrated Affordable Care Act (ACA) reporting, you can easily generate electronic files for submission, facilitating compliance and saving valuable time. Ultimately, this comprehensive approach to payroll and human resources will empower your company to thrive.

Empower your workforce to achieve their financial aspirations while simultaneously boosting engagement in the workplace. BenefitEd will design a tailored program to meet your specific requirements. Speed up the hiring process and enhance employee retention rates. Stand out with a unique benefits package that elevates morale and engagement, positioning your company as a preferred employer while allowing you to track the effectiveness of your initiatives and showcase a tangible return on investment. Enable employees to utilize company matching funds for their student loan repayments. With a straightforward management process, make regular contributions toward employee student loans. Assist employees in planning for their future by enhancing their 529 college savings plans. Acting as a third-party administrator, BenefitEd streamlines your tuition reimbursement process, allowing your employees to devote their time to other important tasks. By partnering with BenefitEd, you can recover program expenses and potentially achieve a favorable return on investment while ensuring your workforce remains satisfied and motivated. Ultimately, investing in your employees' financial well-being fosters a thriving workplace culture and strengthens loyalty.

The Retirement Analysis Kit (TRAK) stands out as a cutting-edge retirement software that has effectively assisted advisors in motivating individuals towards achieving retirement readiness. It addresses crucial queries clients may have regarding their retirement plans. By offering tailored education, TRAK inspires participants to take decisive steps towards their future. The software also facilitates thorough one-on-one retirement planning sessions, enabling the calculation of pension benefits, survivor options, and strategies for pension maximization. Additionally, it showcases savings strategies for 403(b) and 457 plans, integrating them into a comprehensive retirement strategy. TRAK prioritizes clients' best interests by delivering clear and transparent insights into popular retirement approaches. Have you ever dedicated significant resources to formulating a retirement plan for your clients, guided them through the details, only to witness their disinterest as they said, "We’ll think about it"? Experiences like these indicate a lack of effective connection with your clients, which TRAK aims to remedy through its engaging platform.

Gift of College addresses a significant concern for your workforce: funding higher education. This straightforward tool can significantly alleviate employee anxiety while enhancing their financial well-being. Plus, you won’t have to choose a specific 529 plan to provide. With Gift of College, employees can make contributions to any state's 529 college savings plan as well as any student loan account, allowing them to make their own choices. It offers a convenient method for employees to manage the repayment of their own or a loved one’s student loans through automated payroll deductions that can be directed to various 529 college savings plans or student loan accounts. Additionally, there is an option for employers to match contributions or make their own contributions. The gift card is designed to be user-friendly for employees, serving as an economically advantageous and efficient means to give or match contributions to any 529 plan or student loan for appreciation, recognition, or special events, ultimately fostering a supportive work environment.

Holistiplan brings automation, intelligence, and scalability to financial and tax planning for advisors, CPAs, and wealth managers. Its powerful Optical Character Recognition (OCR) engine analyzes client tax returns within 45 seconds, identifying liabilities, opportunities, and projections with pinpoint precision. Users can run side-by-side scenario comparisons for strategies like Roth conversions, charitable deductions, and capital gains optimization. The platform extends beyond tax insights, offering modules for insurance planning and soon estate planning, ensuring advisors can address clients’ holistic financial needs. Built by experienced CFP® professionals, Holistiplan combines deep domain knowledge with cutting-edge technology to streamline workflows and enhance client trust. Advisors benefit from customizable tax reports, audit-ready documentation, and simplified client communication. As the industry’s #1-ranked tax planning software for multiple consecutive years, Holistiplan is recognized for its innovation and ease of use. By integrating advanced analytics with human expertise, it enables financial professionals to plan smarter, faster, and more effectively.

Upon establishing an Axos Invest account, we will suggest a tailored investment portfolio that takes into account your time frame, risk tolerance, and expected returns in order to formulate a strategy that aligns with your preferences. Although our Managed Portfolios are designed for precision and efficiency, they remain adaptable to your needs. Beyond simple rebalancing, should you revise your personal information or financial objectives, we will modify your portfolio to ensure you stay on track towards achieving those goals. It's crucial to consider both your immediate and future financial aspirations, whether that involves saving for an upcoming vacation, accumulating funds for a home down payment, or creating a safety net through an emergency fund. Our team is here to assist you in crafting an investment plan tailored to your objectives. Furthermore, we will help you assess how much you can contribute towards retirement while setting clear investment targets, whether through an individual automated investment account or a Traditional or Roth IRA, providing comprehensive support throughout your investment journey. Ultimately, our aim is to empower you to take charge of your financial future.

The Retirement Analysis Kit (TRAK) is a cutting-edge software solution designed specifically for retirement planning, showcasing a solid history of aiding advisors in fostering engagement and readiness for retirement among individuals. It addresses critical concerns that clients typically have regarding their retirement journey. By offering tailored educational content, TRAK empowers participants to take proactive steps towards their financial future. The software facilitates detailed one-on-one retirement planning sessions and computes pension benefits along with survivor options and pension maximization strategies. It also demonstrates savings strategies for 403(b) and 457 plans, ensuring a well-rounded approach to retirement planning. In addition, TRAK calculates comprehensive federal benefits including those under FERS, CSRS, and CSRS offset, while also integrating TSP, FEGLI, and long-term care for federal employees. By delivering clear and insightful analyses of common retirement strategies, TRAK enables advisors to act in the best interests of their clients. Ultimately, TRAK aids advisors in inspiring their clients and engaging participants through streamlined retirement planning solutions that make the process more approachable and efficient. This innovative software truly transforms the way retirement planning is approached, making it easier for both advisors and clients to navigate the complexities of retirement.

AlgoRH is an innovative AI solution designed to listen to your workforce. Our sophisticated algorithms effectively bridge the gap between required resources and those that are readily accessible. With intelligent schedule management, our system enhances shift planning efficiency, ultimately saving valuable time. The tool empowers you to proactively determine the required size and allocation of workspaces based on employee attendance. AlgoRH addresses your logistics and supply chain challenges by offering a customized approach tailored to your specific business objectives. This results in significant time savings during planning, streamlined management processes, and an increase in operational team engagement. It also fosters improved social relations, enhances the organization's image, and ensures optimal resource and staffing management, directly contributing to overall company performance. By collaborating on schedule creation, we promote workplace well-being, boost employee satisfaction and commitment, and elevate engagement levels in customer interactions, all while motivating teams to meet corporate goals. This comprehensive approach sets the foundation for a more productive and thriving work environment.

ShareForce is an online platform designed to streamline and automate the management of employee incentives. It delivers an all-inclusive solution that seamlessly connects HR, CRM, payroll, and communication systems. Users can perform valuations and performance calculations that are ready for audits and generate reports instantly. The platform efficiently accommodates both cash and equity plans while ensuring full compliance with IFRS and GAAP standards. Creating expense and disclosure reports is straightforward, thanks to the user-friendly interface. Additionally, a dedicated deployment team is available to assist with a smooth migration process, relieving users of potential stress. ShareForce enables tracking and management of the entire award lifecycle, facilitating effective communication with employees. This functionality encompasses share plan administration, issuances, elections, vestings, and settlements. Employees benefit from a secure portal where they can accept and exercise awards, as well as monitor the company's share price to assess their ownership stake. Furthermore, the platform allows users to design and evaluate both equity and cash incentive plans, including those driven by short and long-term performance metrics, thereby enhancing overall incentive management strategies.

Effectively forecast anticipated tax payments, capital gains, and taxation for both residents and nonresidents. Throughout the year, prepare for tax consequences stemming from events such as marriage, Roth conversions, and stock transactions by utilizing the Income Tax Planner. Our established history of being first-to-market ensures that you can have confidence in our integration of the most recent tax laws. With precision and efficiency, we provide clients with a comprehensive view of their tax scenarios, including detailed analyses and side-by-side comparisons. Develop precise, professional, and impactful strategies that aid clients in minimizing their tax burdens while making informed choices. Seamlessly model and address intricate tax situations with ease. Leverage Bloomberg Tax & Accounting's esteemed expertise, along with current calculations, thorough analytics, and projections, to determine the most advantageous strategies for your clients' tax, investment, and retirement planning needs. This empowers clients to navigate their financial future with clarity and assurance.

Wellhub, which was previously known as Gympass, provides a versatile wellness benefit that enables employees to access gyms, studios, classes, training sessions, and wellness applications all through one platform. Both companies and their employees contribute financially to make this extensive wellness network accessible. Organizations are charged according to their team size and can initiate the program in under a month, while employees can download the app, select their desired plan, and pay a monthly subscription fee. This approach leads to healthier employees, more satisfied teams, and significant cost savings, creating a win-win situation for all involved. The return on investment for workplace-supported wellness initiatives has never been clearer, and with Wellhub, businesses can expect revitalized teams and enhanced performance as a result. Investing in employee wellness is not just beneficial; it’s essential for long-term success.

Uptoken empowers cryptocurrency firms at various levels to incentivize their teams and ecosystems securely, minimizing the risks associated with fraud and regulatory scrutiny. By utilizing RTUs as a form of deferred compensation, companies can offer tokens to individuals globally, ensuring that they can mitigate potential fraud and adhere to legal requirements. This mechanism allows projects to postpone the distribution of their tokens until specific objectives are accomplished, such as establishing liquidity, functionality, or compliance with safe harbor provisions. Moreover, Uptoken facilitates the token promise to contributors across over 70 nations, including the United States. Additionally, by streamlining the process for community managers, Uptoken simplifies the creation of bounties, the tracking and verification of submissions, and the dynamic rewarding of contributions, enhancing overall operational efficiency. This robust approach not only encourages participation but also fosters a more engaged and motivated community.

A digital platform designed to help you embody your company's mission by actively involving your workforce, fostering skill enhancement, and making a positive social contribution. Discover the inspiring initiatives taking place within the community while exploring distinctive opportunities that align with your capabilities and passions. Connect with like-minded individuals and organizations dedicated to similar missions, paving the way for new, lasting partnerships. Amplify your community-driven efforts and fulfill social value commitments through effective collaboration. After registering, visit your profile to upload a photo, specify your skills, and outline your interests. In the 'Featured' section, you can add relevant documents or images that showcase the skills you wish to offer as a volunteer. Select the plan that best suits your needs, whether you're beginning your journey of impact or are prepared to expand and advocate for change more broadly within your community. This platform not only facilitates connections but also empowers you to make a genuine difference where it matters most.

EchoSpan 360-degree Feedback is an economical online resource that offers employees critical perspectives on their professional abilities by gathering input from colleagues. This feedback tool is designed to work seamlessly across mobile devices, popular web browsers, and tablets, delivering straightforward reports along with a comprehensive development planning feature. This functionality empowers employees to create and oversee their professional growth strategies derived from the feedback they receive. Overall, EchoSpan serves as an essential platform for fostering individual development and enhancing workplace performance.