Alternatives to The Retirement Analysis Kit (TRAK)

Netchex, a cloud-based HCM system (Human Capital Management), is designed to assist businesses in managing their employee lifecycle. It includes tools for recruiting, hiring, onboarding, payroll and tax compliance, human resource management, time and attendance, benefits and more. Netchex is a cloud-based solution that allows users to manage their employee lifecycle from any device with internet access. Netchex's applicant tracking and onboarding software helps users to streamline the entire hiring process. Netchex's recruiting technology allows users to find and evaluate qualified candidates as well as perform background checks, send offer letters, archive CVs, and much more. Flexible payment options, preprocessing reports and analyses, compliance management, and other features help users manage payroll, tax, and other processes efficiently and accurately.

NaviPlan®, the most accurate financial planning engine on the market, allows firms to tailor their services to any client. This includes simple goals-based assessments and advanced cash flow planning analysis. NaviPlan empowers financial professionals to provide the best possible service to any client, from simple goals-based assessments to complex retirement income scenarios and estate plans. NaviPlan calculations can be applied to unlimited scenarios, including stock options, business planning, insurance recommendations and detailed tax analysis. NaviPlan's tax planning software is built using the most accurate calculation engine on the financial planning market. It provides advisors with a variety of tax planning tools, including federal tax projections and state tax projections to tailor their service to each client.

Paychex Flex is an all in one HR software solution that you can expand or change as your business grows. It can be used to manage payroll, integrate your retirement and HR administration, as well as insurance management. We also offer expert knowledge about the regulations that may affect your business. Paychex Flex will benefit from more HR functions that you can bring to it. This will increase accuracy and efficiency. It can help you: * Track and recruit the best candidates * Streamlined onboarding and hiring * Provide key HR information through custom compliance documents. Compensation summaries, performance reviews and company training. * Manage your health insurance, including compliance support * Manage employee benefits * Track attendance and time * Pay your employees and file and pay taxes * Retirement planning, from testing to real-time reporting and participant enrollment and management

MyEnroll360 delivers a smooth and intuitive end-to-end user experience for both employers and employees through modern functionality and a fully integrated system.   For administrators, the MyEnroll360 platform empowers easy, effective HR and benefits management. Easy to configure tools enable you to control employee information, track benefit allocation, manage new hires, and more, while a hands-on support team assists with all your administrative needs. Designed for all user levels, MyEnroll360 facilitates a painless enrollment process for employees and includes 24x7 access to an intuitive self-service employee portal with consolidated benefits and cost information – all supported by our customer support team. MyEnroll360 eliminates the need for multiple systems, resolves data discrepancies, and renders manual intervention obsolete. With rules-based eligibility controls and a unified database for all services, MyEnroll360 automates accurate transactions and compliance. Backed by in-house software development experts, MyEnroll360 is continually updated to support changing regulations and operational and underwriting requirements. MyEnroll360’s scalable, agile technology platform supports clients of all sizes.

Imagine a simple solution that gives your business a smarter approach to working, enhanced employee benefits packages, and more. Standard Life's integrated solution can make this possible. Standard Life creates an integrated solution with you in order to provide a single set of solutions for all your business needs. This could be used to manage your workplace pension, create a total reward strategy, or give your employees access our financial planning service, savings solutions, and retirement products. You can offer your employees support and rewards, as well as competitive hiring and retention. This could include financial wellness support, attractive rewards, and voluntary benefits.

The Retirement Analysis Kit (TRAK), an innovative retirement software, has a proven track record in helping advisors motivate and engage people towards retirement readiness. Answer the most important questions that your clients have about retirement. Engage participants by providing personalized education that motivates them to take action. One-on-one retirement planning. Calculate pension benefits, survivor options and pension maximization. Illustrate 403 (b) and 457 plan savings strategies in a holistic retirement program. All-inclusive federal benefits calculations, including FERS, CSRS and CSRS offset. Also includes FEGLI integration, Federal long-term care, and TSP. TRAK allows you to work in the best interests of your clients by providing clear and transparent answers and analyses for common retirement plans. TRAK software is designed to help advisors motivate clients and engage participants in retirement planning.

Congruent's cloud-based self-servicing platform, CORE, is designed to help retirement plan providers and TPAs manage, administer, maintain, and improve the effectiveness of their plans. Our platform is equipped with industry-leading technology and capabilities. It will ensure that plan providers stay ahead of the curve. Get in touch with us to learn more about our products.

Access participant data, interface with HRIS and payroll systems, calculate benefits, create worksheets & retirement packs, and provide an employee self service site that allows participants access their pension data and to model their retirement benefits. This tool allows payroll providers to add HR administration capabilities to their payroll offering. Real-time bidirectional data exchange via a RESTFul API. This API is integrated with their payroll database. Keep track of the vaccination status of employees. Robust reporting across the userbase. Automated notifications and a self-service portal. All of our clients use the latest version of our core app. This allows our implementation teams create robust applications that have been proven reliable in both public and private sectors.

ASC has been providing innovative and cost-effective retirement plan systems to help you remain competitive in this complex industry since 1981. All systems are designed and supported by retirement industry professionals who know your needs. The systems can share data through automated integration, ensuring maximum efficiency and profitability. In addition to our in-house installations, we offer Cloud Platforms. Our systems use the most recent technology to create and manage your documents more efficiently than ever before. This allows you to focus more on your clients, your goals, and the growth and development of your business. ASC offers software, documents, training, support, and documentation for TPAs, retirement plan professionals, as well as support. We can create unlimited plans, making us a viable option for both large and small companies. An ASC system is used by approximately 50% of all 401 (k) participant accounts.

Change how you administer your retirement and benefits plans. It is flexible, scalable, and affordable. Oliver is a modern benefits management software that will revolutionize the way you manage your retirement plans and benefits. It is a huge responsibility to migrate and manage large amounts of employee data. Oliver has decades of experience. Our team will make the Data Migration process as easy as possible. It can be difficult to accurately qualify and determine eligibility for hourly employees, especially when there are complex plan provisions. Learn how Oliver's Hour Bank Product streamlines your workflows. Administrators can face major headaches when they have to modify legacy systems. These changes are often dependent upon one person. Find out how our configuration strategy supports our Pension Plan Products.

Keystone by Smart is a platform that we offer to governments (national and regional), banks, asset managers, pension providers, trade associations, affinity groups, and trade associations. These are enterprise-level solutions that can be customized to your business and marketplace. Keystone by Smart, the first cloud-native workplace retirement savings platform, is available globally. We are now "live" on four continents and helping over a hundred thousand savers plan their retirement, and then spend in retirement. This is in partnership with some the most renowned financial institutions in the World. A single global platform for retirement technology that allows financial institutions and governments to meet the needs of their citizens and customers. It can be adapted today to changes in legislation or in five years. It allows for everything from web-based tools and apps for employers and employees, to full data migrations. Our partners can move or consolidate hundreds and thousands of accounts.

Our technology is digital-first and purpose-built for the pension market, helping employers manage their pension admin quickly. Our app makes it easy for members to manage their pension savings from anywhere, at any time, by simply tapping a button. We invest pension savings of members to provide a strong return while also making a positive impact on society and the environment. We aim to be net-zero by 2040 and to reduce emissions by 50% by 2025. With strong governance and independent trustee oversight, we protect pension savings. Every person's financial needs in retirement will be different. These needs may change as you go through your retirement journey. Smart Retire was created to address this issue.

Penad's PX3000 is a comprehensive platform for pension administration that allows you to manage all types of benefits as well as pension plans. PX3000 is secure, scalable, and provides self-serve access and robust reporting functionality. It allows financial institutions to track and serve individuals and groups of pension accounts that are made up of a variety of savings types. Penad's PX3000 solution includes a number of features, including a dedicated Human Resources Administration module (HRMIS), retirement plan management, retiree administration module, group life and benefits administration module, and many more.

Our PensionGold®, software is the most advanced and innovative solution for pension administration. PensionGold, a web-based retirement solution that is optimized for today's new web technologies, has comprehensive features specifically designed for defined benefit pension plans. This fully integrated software for pension administration is built with the knowledge, insight, and experience that we have accumulated over the past 30 years. Configurable. Flexible. Scalable. PensionGold is built on our Enterprise Solutions Foundation (ESF). ESF is a multi-tiered service-oriented architecture (SOA), that powers PensionGold's robust features and provides the design-time configuration tools needed to efficiently implement our customers' unique and changing business needs.

Lynchval Systems Worldwide Inc., a privately-owned and operated solutions provider, specializes in the development and support for pension & OPEB Software and consulting services. Our core competency is our ability to work with you to create customized pension and benefit solutions.

The Pension Administration System consists of a calculation engine and a data management program, report writer, and development platform that can be used by plan sponsors, third-party administrators, and benefits consultants. It models complex benefit plans using parameter definitions, preprogrammed business objects, and rules-based entry points that can be tailored to meet any defined benefit administration needs. N-tier architecture allows for flexible and cost-effective integration with existing client infrastructures. The Pension Administration System can be customized to automate all functions of pension administration without the need for complex programming. Below is a list listing some of the functions (processes), that are available in the system.

PTO Exchange is a benefits platform that converts vacation hours into liquid assets that employees can use to fund their personal needs and support causes that they care about. This provides companies with a unique benefit that benefits every employee. It all works within the current system. Allow employees to contribute to their financial wellbeing and manage it. You can use any unutilized PTO for retirement accounts, student loans, health care expenses / HSAs. What if you could trade some of your unused PTO to pay off your vacation? It's now possible. Employees can donate to over 1,000,000 non-profit causes and organizations, as well as their colleagues in need. It is smart to reduce PTO liabilities and increase talent recruitment and retention. It pays both for Finance and HR. Both HR and Finance will be able to reap the benefits of enhancing PTO benefits, as well as reducing corporate liability.

Avoid the hassle and headaches associated with multiple vendors. HealthEquity will manage all aspects of your transaction. We will help you unlock scale and get you bundled pricing that you won't find elsewhere. Imagine logging in to one platform that has everything you need. HealthEquity will make your administrative experience faster and more seamless. You will work with a leader in the industry and receive best practices at a much lower cost. No-cost integrations are available with your retirement provider, health plan, and payroll administrator to streamline workflows. You can easily transfer member files from any platform and payroll vendor. We can also automate bulk transfers. Keep up-to-date with any regulatory changes and receive timely updates to ensure compliance. We are in constant contact both with federal and state decision-makers.

Collective Health is the first integrated solution that allows self funded employers to manage their plans, control costs, and care for their employees all in one place. Let us show how we can deliver better benefits through curated programs and connected administration. We are proud to serve the most happy clients and members in the insurance industry, from musicians to truck drivers to scientists. Collective Health is the choice of top self-funded employers across America. Are you a broker, consultant or trainer who helps clients to improve their healthcare strategies? Collective Health is a technology-enabled company that simplifies employee healthcare. It offers a single platform that makes it easy for everyone to get health insurance. Collective Health has nearly a quarter million members and more than 50 clients, including Driscoll's and Pinterest, Red Bull and Restoration Hardware (RH), Zendesk and many others. Collective Health is revolutionizing healthcare for forward-thinking companies.

Our software allows employers to choose a monthly allowance for employee healthcare. This allows members to shop for their individual healthcare coverage. The Remodel Health software integrates seamlessly with our process. It provides employers and staff with a simple dashboard that allows them to connect, assess, and engage with their healthcare options. Our software allows employers to choose a monthly allowance that will go towards their employees' health plans. Remodel Health allows you to choose the best strategy for reducing costs and providing care for your employees. You can choose between WageUp™, individual coverage HRAs, (ICHRA), calculator modes to compare your savings.

The new HRAs are powerful and simplify the process of providing insurance. They also provide peace of mind. You can say goodbye to complicated group plans. Start by answering a few questions about the HRA you want. Our platform will help you navigate the process and give you control over how your plan is constructed. After you have completed your HRA design, we will get to work on the legal requirements and getting your employees set up on our platform. Once your HRA has been established and your employees have been set up on our platform, we can help you manage the claims process. We strive to create a healthcare system that gives people peace of mind.

SmartBen empowers you to make better decisions with the platform. Are you interested in becoming a seasonal benefits counselor? Hodges Mace has been a part of Alight since August 2019. Alight's suite includes the highly configurable SmartBen platform, as well as high-touch enrollment services. This was done to expand their service offering and integrate health experience. Alight is a human capital and business partner. We bring together insights from your people, work, and personal lives to unlock enterprise growth like nothing before. Your employees need motivation and resources to succeed at work. Their job is only half of the equation. You can create a high-performance, rewarding culture by caring about the lives of your employees and solving their problems. Your people are the engine of your strategy, your assets, your vision, and your customer experience. They are concerned about their financial security, personal health, and well-being.

BeneSys was founded in order to develop software for our industry. BenefitDriven was developed using the Microsoft technology stack (.NET and SQL server). BenefitDriven stores a wide range of data elements that are useful for both participants and employers. This includes demographic and other unique identifying information, as well as information related the receipt and allocation of contributions, the proper calculation, and daily administration of various benefits (health and welfare, pension, vacation). as well as for ongoing communication, accounting, or auditing purposes.

Artemis helps you bridge between data and great benefits decisions. Our next-generation tools, support, and guidance enable benefits teams to justify better benefits programs for their members and drive their benefit strategy. We have the answers to all your benefits questions, whether you need out-of-the box insights or custom analyses. Get ready-made insights and quick wins so you get the most from your spending. Artemis provides answers right at the surface, so you don’t have to dig. You can also get deeper insights using custom analytic tools. It's like a "Choose your Own Adventure" novel for benefits data. Our easy-to-use tools will help you create a winning benefits strategy. You will have the evidence you need to justify new programs and calculate costs. Pay attention to program performance. Find out what is really working for you and your community, regardless of whether it's a wellness challenge.

Our software provides world-class automated pensions administration. Procentia is a separate company that specializes in pensions software. Procentia is a leader in the field of pensions software. We work closely with our clients to provide a flexible, reliable and high-value solution for pensions administration. Our reputation worldwide is built on the quality of our pensions software, our commitment to customer service and the expertise of our staff, who are experts in the financial services and pensions industry. Procentia's software has brought many benefits to our clients and their customers. These are the client stories. Our support and implementation teams are made up of specialists from the financial services and pensions industry. Access online knowledgebase resources, issue resolution, and tracking facilities 24 hours a days.

Maestro Health is a tech-enabled third party administrator (TPA), for employee health and benefits. We work with employers and their trusted advisors in order to create health and benefits solutions that are focused on what is most important: people. Employers can pay for their members' healthcare coverage themselves, rather than using an insurance company. This includes paying claims, repricing strategies, defining networks, and repricing strategies. It also takes on the risk of any claims that may arise from their plan design. Employers have the ability to create health plans that are tailored to their employees' needs with self-funded benefits. We create solutions that reduce costs and improve health outcomes, without reducing benefits. Maestro Health believes that employee benefits and health should be simple.

Service for managing dependent eligibility Secova's Dependent eligibility verification audit ensures employees are able to understand why a dependent may not be eligible and explains the process every step of it. This helps to maintain employee goodwill. Features - Reduce compliance risk according to ERISA & DOL guidelines Guaranteed Organization Savings of 6-10% following audit cost SSAE-18 Type II certification is only held by our competitors. Secova goes one step further with an ISO - 27001 credential. - Live-answer telephone centres with IVR and 24x7capabilities. Access to assistance is made possible by our Participant Advocacy Services, and Multilingual Support. - We treat each client as an individual entity by designing, branding and implementing custom solutions that reflect the company culture - We have extensive experience with clients with audit populations from 1,000 to more than 180,000 dependents.

PeopleStrategy is a full-service broker that offers expert benefits consulting, intuitive software for HR and comprehensive administrative services. This allows employers to have one source for all the tools and resources they need to attract, manage, and retain talent. PeopleStrategy's cloud-based, HR platform is perfect for companies with 50 to 500 employees. It also allows for easy scaling up and down. It offers HRIS, Payroll and Benefits Administration, Time and Attendance, Onboarding, Applicant tracking, Performance, Compensation Planning Compliance, Reporting & Analytics all in one platform. PeopleStrategy Insurance Services helps employers develop a long-term and sustainable benefits strategy. Expert benefits consultants can help you choose the right mix of non-insured and insured benefits options for your employees and their families.

PlanSource simplifies and automates every aspect of your benefits plan Targeted messaging and communication campaigns can reach employees. You can customize them by group and automate them across email, text and mobile app. Consolidated invoice reconciliation and self-billing means you spend less time reviewing and adjusting your insurance bills each month. Complete compliance solutions and peace-of-mind for ACA measurement, reporting, COBRA administration and eligibility requirements. Streamlined workflows, real-time integrations and a better enrollment experience will help drive greater engagement and plan participation. It's easy to shop for benefits on your mobile device, online or via our app. Automation of benefits automates all manual processes and saves you hours of admin work.

Picwell exists to help people make informed employee benefits decisions. Picwell provides the tools and guidance that HR & Benefits teams need to make long-term decisions. Your employees have access to personalized, intelligent benefits guidance from any device, anytime, anywhere. Help your employees make smarter medical plan choices. Each employee will find the best health plan for them based on their unique health situation, personal preferences, risk tolerance, and risk tolerance in just minutes. Interactive HSA Education. Interactive education is possible with the interactive Health Savings Account module. Give employees personalized education on all benefits. Picwell DX can be configured to go beyond medical decisions and offer personalized education modules on any supplemental benefit from dental insurance and voluntary benefits to an 401(k), or other wellness programs.

The Plan Administrator (TPA), is responsible for group enrollment, eligibility maintenance, and consolidated billing. Maintain a central database that contains all client, participant, dependent, coverage, and rate data. All plans can be integrated into one bill, eligibility reports electronically, and on-line enrollment. Rates can be calculated automatically based on any number variables including age, length, health risk factors, and all other variables. Use summary billing or name list. Easy import/export with csv, ODBC/SQL. Web-enabled with CSPWeb module Automate all COBRA administration functions from Notification to Conversion. Premium accounting features include automatic handling of advance, partial and retroactive payments as well as NSF checks. You can easily connect to any system that uses ascii/csv, composite, ODBC/SQL. This system is used by many of the nation’s largest administrators since the inception of COBRA. It has been in use for more than 25 years.

Benefits insurance that addresses your unique needs. Benefits businesses face unique challenges. Your management system should be designed to support your benefits company and allow you to grow as you navigate the changing healthcare landscape. This video will explain BenefitPoint in detail. BenefitPoint is a specialized management software for brokers and agencies whose benefits business is large enough to warrant a P&C system. This can lead to lost revenue and unhappy customers. BenefitPoint assists agencies in navigating the unique challenges of a benefits industry by identifying missing or underpayments, providing flexible workflows for enrollment changes and plan benchmarking. BenefitPoint allows you to increase revenue, profitability, and customer loyalty.

Your employees can access health and wellness benefits such as 1-2-1 counselling sessions, video GP appointments, discounted groceries, and more. We want to support your business wherever we can. Sage customers will receive Sage Employee Benefits free for the first two months. This will allow you and your employees to offer benefits such as OnDemand GPs, rewards benefits, and other health and wellness benefits. These benefits are usually only available in larger companies. We believe everyone deserves a little more from work in these difficult times. Sage Employee Benefits was created to support business leaders just like you. Sage Employee Benefits can be added to any Sage solution or purchased as a standalone application. This package is ideal for small and medium-sized businesses and can be used to show appreciation and keep your employees motivated.

Employers should spend less time managing the benefits of their group and more time focusing on their core business, which is people. Small groups can be sold, quoted, and maintained without the need for multiple platforms and paper. FormFire makes it easier to manage group benefits for small groups. FormFire's platform simplifies the process of collecting employee data. It also allows brokers to retain and gain more clients. You can instantly quote all available plans, regardless of whether they are ACA or medically underwritten. Employers can make the best decisions about the plans they offer on a digital marketplace, from major medical to pet insurance, with the guidance of a trusted broker. Employees can choose plans online and compare prices and options in real time.

Let's stop HR and Benefits from being in silos! VantagePoint's expert guidance and platforms will help you to modernize your approach and flow. VantagePoint Benefit Administrations has a 20-year history of helping employers implement superior programs that simplify payroll, benefits and HR. This provides a long-term strategic approach to managing the ever-increasing complexity and cost of employee management. VantagePoint helps you save time on benefits administration, payroll processing, and HR paperwork. You can now focus on strategy, culture, or other initiatives that you have been meaning to start. Our team of subject-matter experts offers advice, implementation, and ongoing support to hundreds of small and medium-sized employers in the public, union, or government sectors. VantagePoint provides the resources and tools that leaders need, while employees receive the answers they seek.

Healthee is an interactive digital healthcare hub designed to take the guesswork out your healthcare coverage. Navigate your existing healthcare plan seamlessly with personalized, on demand answers to all healthcare-related and benefits-related queries. You'll receive a tailored experience from Healthee's AI powered Personal Health Assistant. No more confusing benefits or coverage. You won't have to wait on hold for a healthcare representative. Everything you need to know will be at your fingertips. Healthee's AI benefits administration technology provides fast, personalized responses to employee health benefit questions, increasing organizational health literacy and employee happiness. Our user-friendly platform provides instant access to vital details about health plans.

Alegeus changes the way people interact and use the U.S. health system. Alegeus helps people find the best healthcare spending and savings strategies as healthcare costs rise and coverage options become more complex. Our cloud-based, white-label platform powers health benefit accounts for more than 300 clients. This includes the industry's top third-party administrators, financial institutions, and health insurance plans. Our platform allows more than 30,000,000 people to save for and spend on their healthcare every day through our partnerships with industry leaders in benefit account administration. Debit cards make healthcare account spending easier and more efficient. Our platform supports more 16 million active healthcare payment card cards.

Authorize, claim processing and payment are available at the point-of-care. Improve care coordination and improve outcomes for lower medical costs while streamlining administrative processes. Engage providers at point of care to share and capture data in real time, resulting in an unprecedented exchange of health information. We work with our clients to develop risk management strategies that produce better outcomes at lower costs. We aim to improve the user experience of everyone in the ecosystem. To optimize clients' resources, we deliver a minimum of a 3:1 ROI. Conexia has created a core technology platform (ONE), which can be customized to meet the different regulatory requirements and operational processes of each client in each geographic region. Our initial implementation is usually an overlay on the existing technology ecosystem of the payer to create real-time processes.

Real-time insights are available with fully configurable, on-demand solutions that include automated processes, compliance rules and built-in eligibility. An intuitive enrollment experience supports your employee benefits strategy. Secure connections to providers such as payroll and HRIS systems, wellness programs, and consumer accounts make administrative tasks easier. You can get real-time insight with customized and on-demand reporting. Advanced analytics are used to optimize program performance. Your dedicated Client Service team provides expert configuration, robust testing and best practice solutions. They also provide responsive support for your employees, which is constantly evolving to meet your business's needs.

A Health OS™ is the first step to workforce health. The all-in-one platform that helps organizations manage costs, increase utilization, and take care their people is the Health OS™. We are on a mission that empowers people to live happier, healthier lives. Every day. Our best-in class user engagement gives us a direct line to see the health of our workforce to inform risk management strategies and productivity forecasting. Employees can easily find, understand, and use the various health and benefit programs that are available to them with our high-touch concierge services. Our certified healthcare professionals offer confidential, real-time advice for mental and physical health concerns. Employees have access to virtual resources such as evidence-based programs or counseling.

Are you considering implementing a Welfare Plan in your company? Through the only integrated welfare platform, we manage all tax exemptions granted by the TUIR. Both the company and the workers will enjoy greater convenience. Corporate Welfare, which improves the well-being and image of workers, reduces the tax wedge for both employees and companies. An example can help you understand the tax benefits of Corporate Welfare. ZWelfare is the smart platform to manage. Flexible Benefits. Simple and intuitive technological solution. The platform that allows you to manage welfare in your company. You have all the options offered by the TUIR, including hundreds of products and services, at your disposal. It is easy to use from any device, including a tablet or mobile phone.

EnrollmentNow™, which offers employee benefits enrollment for credit unions, corporations, and employee benefits administrators, allows you to enroll in a company's employee purchase plan. Employees make every year choices about their employee benefits, including life insurance, medical insurance, and flexible benefits. The process involved printing and mailing out forms and guides for years. Each employee was given a thick envelope containing information. They were asked to complete the forms and return them for processing. The challenge for corporations, credit unions, and employee benefits administrators is to lower the cost of enrollment. We can help! ISS Software is committed to providing high quality shareholder accounting software and related solutions. Our staff of highly-trained professionals shares a tradition of integrity as well as providing excellent service to our clients. Over 25 years of experience providing shareholder solutions for financial service providers and transfer agents.

Zimyo stands at the forefront of HR technology, offering a comprehensive suite of over 40 cloud-based modules designed to enhance employee experience. From HR & Payroll Management to Time & Attendance Management, Performance Management System (PMS), Applicant Tracking Software (ATS), Employee Engagement, and a range of Employee Benefits, our solutions support organizations throughout the talent management lifecycle. As a holistic solution, Zimyo provides end-to-end implementation to elevate your key metrics. From streamlining recruitment processes to facilitating offboarding, we optimize every aspect of your operations. Our solutions empower leading organizations to enhance key metrics by reducing employee onboarding time, minimizing turnover rates, automating micro tasks, enhancing employee self-service capabilities, and much more.

Every person in your community needs support, especially now. Instead of waiting for them to be at their highest cost, we focus on serving all. Relationships are more important than transactions. We provide healthcare support that is personalized to each individual's needs using compassion, intelligent technology, and clinical expertise. Accolade has the best engagement model in the advocacy sector. We can identify when someone is using healthcare and engage them immediately, helping them to stay on track. We are real people who listen, answer questions and help to resolve problems. We help you find solutions and uncover financial, emotional, and social barriers to your care. The family doctor was an old-timer who sought to understand the patient's whole life through house visits and long-term relationships. Our team strives to gain the same level of insight into every person we support.

PENFAX, our pension technology solution, is made up of four core products. These solutions are built on flexible configuration options and scalable technology that can be customized to fit your business. Our administration system can calculate accurately no matter how complicated your pension rules may be. Our portal products can be customized to meet the needs of plan members and employers. The *PENFAX Admin System consists of a number of modules that are designed to simplify pension administration. It is trusted to be able to administer complex plans. The scalable system is flexible and powerful, and can perform simple or complex calculations regardless of how many members you have. Our experts will work closely to understand your requirements so that PENFAX can run efficiently for your business.

Your PTO benefits are not being used to its full potential. You can increase employee happiness, retention, and engagement by allowing employees to do more with their time. 78% of employees live paycheck to paycheck and 41% can't afford a $2,000 emergency. Unplanned financial emergencies can be covered by accrued PTO. Employers can use their accrued PTO to fund retirement, save for their child's 529 college savings, or pay down student loans. 68% of employees feel more productive and refreshed after taking time off. PTO Genius helps employees find company-friendly vacation opportunities and converts extra PTO into cash to pay for vacations. The Genius Team is there to help you every step of your way! We assist you in understanding the powerful features and benefits of the platform for your company, customizing the platform to meet your needs, and guiding the launch experience. All this in just a matter days!

Sagitec's Neospin™, pension administration software, is a fully integrated browser-based software system that provides comprehensive functionality to administer pension benefits. Sagitec NeosuranceTM is a browser-based, fully integrated application that provides comprehensive functionality for unemployment insurance, disability coverage, and paid family leaves. Sagitec HealthConnect, an enterprise SaaS platform that allows Medicaid members to engage in their own health, is a SaaS platform for Medicaid member engagement. It is deployed on the HITRUST-certified Microsoft Azure cloud. Sagitec's low code/no-code platform is Xelence™. It's a visual software development environment that allows citizens and IT professionals to create, test, and deploy complex apps. You can create simple to complex enterprise applications with no programming experience. It is a visual environment that allows you to drag and drop and integrates enterprise architecture.

We can help with everything from complex wealth management to retirement planning. We can help you make your money go further with no account fees, no commission trades, no minimum opening requirements, and no minimum account opening requirements. Our team of experts offers the latest professional insights and easy-to-use tools. It is important to know where you stand. This tool will help you determine how well you are prepared for retirement and what steps you need to take. Our low-cost robo advisory solutions offer professional investment management, including digital-only investing and hybrid robo services with access to advisors whenever needed. You will be able to work with a dedicated advisor, who will work with and for you, and make clear recommendations that will help you grow your wealth. Receive a weekly email with the latest thinking from our pros about financial markets, investing strategies and personal finance.

Access our financial simulation engine via flexible APIs to quickly build innovative, reliable and secure wealth experiences. This engine is already powering wealth services at a variety of financial institutions. OutRank enables seamless financial decision-making using simulations of customers' personal balance sheets. Your financial advisors and customers can use the holistic customer journey to help them consider all aspects of their personal finances over a lifetime, while making financial decisions. OutRank API allows pensions providers to create the next-generation pension paths for both accumulators as well as decumulation. It can be used to empower your customers or advisors by providing financial decision-making tools that are seamless, depending on your business model. Our APIs are developed by domain experts who ensure the quality of the underlying models.

Connect all your accounts securely to see what your retirement might look like. How your retirement age and annual savings could impact your goals. Saving is a great start, but could you do more? Blooom can help you avoid hidden investment fees and poor allocation. You can become a client to receive a customized fund recommendation based upon your plan and personal preferences. You can also choose to have trades done for you and access to advisor chat. Your commitment to a strategy is as important as its effectiveness. blooom offers portfolio monitoring to help you stay on track. Blooom will adjust your allocation as circumstances change in the market or your life to keep you on track.