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® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.

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.

Envision a streamlined approach that provides your organization with a more efficient work environment, improved employee benefit options, and additional advantages. Standard Life is equipped to turn this vision into a reality today through our comprehensive solution. This comprehensive solution involves collaboration with Standard Life to establish a cohesive suite of offerings tailored to your organizational requirements. Such an approach can effectively manage your workplace pension, craft a holistic rewards and benefits strategy, or provide your staff with access to our financial wellness and planning services, savings options, and retirement solutions. By implementing a rewards package that enhances your competitive edge in attracting and retaining talent, you can also deliver engaging rewards and support to your employees. This package may encompass voluntary benefits, enticing rewards, and robust financial wellness assistance, ultimately fostering a more satisfied and productive workforce.

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.

Congruent's CORE suite offers a cloud-based self-service platform designed to assist retirement plan providers and third-party administrators in effectively managing, overseeing, and sustaining their plans. Our state-of-the-art technology and capabilities ensure that plan providers remain competitive in the ever-evolving market. Reach out to us for more information about our innovative products. Determining participant eligibility for enrollment in your plan can be intricate, necessitating a thorough examination of various data types, kinds, and locations. This is precisely where the CORE Eligibility & Enrollment Solution proves invaluable. With more than ten years of expertise in the U.S. retirement planning sector, Congruent Solutions is strategically positioned to provide exceptional and tailored solutions that truly deliver results. Our platform allows for the analysis of diverse data types that are submitted and stored across various formats and locations, all from a single, cohesive system. This integration simplifies the process, making it easier for providers to manage their plans efficiently.

Monitor participant information, interface with payroll and HRIS platforms, assess benefits, generate worksheets and retirement packets, and offer an employee self-service portal that enables participants to examine their pension details and simulate retirement benefits. Additionally, it provides HR administrative functions to payroll providers to enhance their payroll services. This system features real-time bi-directional data synchronization via a RESTful API with the payroll database. It also tracks employee vaccination and testing statuses while securely storing documentation for vaccine/test verification. Comprehensive reporting is available across the entire user base, alongside automated alerts and a self-service platform. All clients benefit from using the latest version of our main application, empowering our implementation teams to develop robust solutions that are reliable in both governmental and private sectors, ensuring client satisfaction and operational efficiency. This commitment to continuous improvement and user support highlights our dedication to excellence in service delivery.

Founded in 1981, ASC has been delivering cutting-edge and affordable retirement plan systems designed to enhance your competitiveness in a challenging marketplace. Our systems are crafted and backed by seasoned professionals in the retirement sector who truly grasp your requirements. With automated data integration, our solutions maximize efficiency and boost profitability. In addition to offering in-house installation, we also provide Cloud Platforms to cater to diverse client needs. Leveraging the latest technological advancements, our systems streamline document creation and management, allowing you to concentrate on achieving your objectives, serving your clients, and driving your business forward. ASC also delivers software, documentation, training, and support specifically tailored for TPAs and retirement plan experts. Our unlimited plan size capability ensures that we are a viable solution for both large corporations and small businesses alike. Notably, around half of all 401(k) participant accounts are managed using an ASC system, underscoring our impact in the industry. This commitment to innovation and service positions us as a leader in retirement plan solutions.

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.

Our innovative technology is specifically designed for the pension sector, emphasizing a digital-first approach that simplifies pension administration for employers. Furthermore, our app enables members to effortlessly oversee their pension savings whenever they choose, with just a simple tap. We are committed to investing members' pension funds to ensure robust returns while actively addressing climate change to foster a healthier society and planet. Our goal is to achieve net-zero emissions by 2040, along with a 50% reduction in emissions by 2025. To safeguard members' pension savings, we implement strong governance practices, complemented by oversight from independent trustees. Recognizing that financial needs vary for each individual during retirement and can evolve over time, we have developed Smart Retire to adapt to these changing requirements. Our commitment to a user-friendly, tech-driven solution ensures that both employers and members can navigate their pension needs efficiently and effectively. The combination of our strategic investments and advanced technology places us at the forefront of the industry, dedicated to both financial growth and social responsibility.

Keystone by Smart provides a versatile platform tailored for a variety of entities, including national and regional governments, banks, pension providers, asset managers, trade associations, and affinity groups. These enterprise solutions are fully customizable to meet the specific needs of your organization and market. As the world's first global, cloud-native retirement savings platform, Keystone by Smart is operational across four continents, assisting over a million individuals in planning and managing their retirement finances in collaboration with some of the most recognized financial institutions globally. This singular retirement technology platform empowers financial services organizations and governments to effectively cater to their customers' and citizens' needs while remaining adaptable to legislative changes now and in the future. The platform supports a wide range of functionalities, from user-friendly apps and web-based tools for both employers and employees to comprehensive data migration services that facilitate the movement or consolidation of vast numbers of accounts, ensuring seamless integration and management. With Keystone by Smart, organizations can not only streamline their operations but also enhance the retirement planning experience for their users.

The PX3000 platform developed by Penad is an all-encompassing software solution for pension administration that effectively manages various benefit types and pension schemes. With its secure and scalable design, PX3000 includes advanced reporting capabilities and allows for self-service access, enabling financial organizations to efficiently monitor and assist both individual and group pension accounts comprised of multiple savings options. Additionally, Penad's PX3000 offers a wide array of features, including a specialized Human Resources Administration (HRMIS) module, management tools for retirement plans, administration services for retirees, and a module for group life and health benefits, among other functionalities. This extensive feature set makes PX3000 an essential tool for institutions looking to enhance their pension management processes.

PensionGold® software stands out as the most cutting-edge and sophisticated solution for pension administration currently on the market. Tailored for modern web technologies, it serves as a browser-based retirement management tool that offers a wide array of features specifically designed for defined benefit pension plans. This comprehensive software is crafted from the expertise and insights gathered over three decades of industry experience. With its configurable, flexible, and scalable design, PensionGold is underpinned by our unique Enterprise Solutions Foundation (ESF) platform. The ESF employs a multi-tiered, service-oriented architecture (SOA) that not only enhances the functionality of PensionGold’s extensive features but also equips users with design-time configuration tools to seamlessly adapt to their evolving business needs. This innovative approach ensures that our clients can efficiently manage and adjust their pension plans to accommodate any changes in their operational landscape.

Lynchval Systems Worldwide Inc. is a privately held solutions provider focused on developing and supporting software and consulting services for pension and Other Post-Employment Benefits (OPEB). Our main strength is in collaborating with clients to create tailored pension and benefits solutions that meet their specific requirements. We boast a distinctive product architecture alongside advanced programming capabilities, enabling us to implement complex plan provisions seamlessly within our platform. We excel at adapting our software features to align with the individual needs of our clients, whether that involves adding new options to existing functionalities or developing entirely custom interfaces, tailored reports, and calculation modules. Additionally, our products are built to be scalable, ensuring they can efficiently manage varying participant volumes while delivering the quick calculation speeds that our clients expect and require. Ultimately, our commitment to customization and performance sets us apart in the industry.

The Pension Administration System consists of a calculation engine, a data management application, a report generation tool, and a development platform aimed at plan sponsors, third-party administrators, and benefits consultants. It is designed to model intricate benefit plans through the use of parameter definitions, pre-defined business objects, and entry points that follow established rules, all tailored to satisfy specific benefit administration needs. Utilizing an N-tier architecture, the system separates the application into various layers, which allows for a modular design approach that accommodates growth and facilitates quick, cost-effective integration with existing client systems. Additionally, the Pension Administration System is specifically tailored to streamline all pension administration tasks without requiring complex coding. Furthermore, the system includes a variety of functionalities that enhance its usability and efficiency for end-users. Below is a comprehensive list of some of the processes available within the system.

Eliminate the complications and stress that come with juggling various vendors by allowing HealthEquity to take care of everything from start to finish. We will assist you in realizing cost efficiencies and accessing bundled pricing that is unrivaled. Picture a unified platform where all your requirements are conveniently consolidated. By selecting HealthEquity, you can experience a more efficient and expedited administrative process. Partner with a recognized leader in the industry to implement best practices while reducing costs. Simplify your workflows with seamless, no-cost integrations to your health plan, retirement provider, and payroll administrator. Transferring member files from any system or payroll vendor is a breeze, and we will manage bulk transfers automatically for you. Stay informed about forthcoming regulatory updates with timely notifications designed to help maintain compliance. Our team maintains ongoing communication with both state and federal policymakers to ensure you are always in the loop. With HealthEquity, you can focus on what truly matters—enhancing your organization's efficiency and effectiveness.

Amplify HR stands out as a premier Professional Employer Organization (PEO), expertly managing all the administrative duties associated with business operations so that clients can concentrate on expanding their enterprises. Their extensive offerings encompass payroll processing, benefits administration, human resources, retirement solutions, as well as risk management and compliance services. Utilizing a cloud-based technology platform, Amplify ensures clients have seamless access to payroll details, benefit deductions, and time-tracking information. The strategic practices they implement are designed to enhance the financial performance of their clients, while also providing administrative relief through personalized support, controlling costs, boosting employee engagement, and sharing the burden of workplace risks. The firm prioritizes complete client satisfaction across all products and services, reinforcing their commitment to quality. By distributing the various work-related risks and responsibilities, businesses can create a more balanced work environment. Additionally, expanding HR offerings can significantly elevate company culture and employee morale.

Our health benefits platform enables employers to allocate a monthly budget for employee healthcare, empowering members to select their own personal healthcare plans. The Remodel Health software is crafted to blend effortlessly with our existing processes, offering employers and their teams an intuitive dashboard that facilitates engagement, connection, and evaluation of healthcare choices. This innovative solution not only aids employers in determining a monthly allowance for their employees' health plans but also provides an opportunity to optimize costs while ensuring team wellbeing. Users can easily switch between the WageUp™ and individual coverage HRAs (ICHRA) calculator modes to assess potential savings effectively, making informed decisions for their healthcare needs. Ultimately, Remodel Health supports a more personalized and cost-effective approach to employee health benefits.

PTO Exchange is an innovative benefits platform that allows employees to convert their accrued vacation hours into cash assets that they can use for personal expenses and support the causes that matter to them. This unique offering provides companies with a compelling advantage that caters to the diverse needs of every employee within the organization. The platform seamlessly integrates with existing systems, empowering employees to take charge of their financial well-being. Unused PTO can be allocated towards various essential expenses such as Retirement Accounts, Student Loans, and Health Care Expenses or HSAs. Imagine being able to trade in some of your unutilized PTO to fund your next vacation—now that’s a reality. Additionally, employees have the ability to donate to over one million certified non-profit organizations, support meaningful causes, or assist colleagues who may be in need. This strategic approach not only helps to mitigate PTO balance sheet liabilities but also enhances talent acquisition and retention strategies. In essence, it creates a win-win situation for both HR and Finance departments, as they will both recognize the benefits of improved PTO offerings while simultaneously minimizing corporate liabilities. Furthermore, this initiative fosters a more engaged and satisfied workforce, ultimately driving organizational success.

The SmartBen platform empowers you to make informed decisions effortlessly. Are you interested in becoming a seasonal benefit counselor? Since its acquisition by Alight in August 2019, Hodges-Mace has enhanced its offerings through the versatile SmartBen platform and personalized enrollment services, now a part of Alight’s comprehensive solution suite. At Alight, we pride ourselves on being a strategic partner for human capital management and business solutions. By connecting insights related to your workforce, their work environment, and their personal lives, we unlock unprecedented opportunities for enterprise growth. Recognizing that employees require both resources and motivation to excel is essential, but addressing their personal challenges and aspirations is equally crucial. When you actively engage in enhancing every aspect of their lives, you foster a culture of high performance and satisfaction. Your workforce is the driving force behind your organizational strategy, the management of your assets, the pursuit of your vision, and the delivery of exceptional customer experiences. Beyond their professional duties, employees are also invested in their health, well-being, and financial stability, which are vital components of their overall performance.

Collective Health stands out as the pioneering integrated solution enabling self-funded employers to manage their plans, control expenses, and prioritize the well-being of their employees, all from a single platform. We invite you to discover how our tailored programs, seamless administration, and intelligent member experience enhance the benefits we provide. Serving a diverse clientele that includes scientists, truck drivers, and musicians, we take pride in having the most satisfied clients and members in the health insurance sector. Explore why many leading self-funded employers nationwide opt for Collective Health. If you are a broker or consultant aiming to advance your clients’ healthcare strategies, Collective Health offers a streamlined technology solution that optimizes employee healthcare for all stakeholders. With a membership nearing 250,000 and a portfolio of over 50 clients—including notable names like Driscoll’s, Pinterest, Red Bull, Restoration Hardware (RH), and Zendesk—Collective Health is revolutionizing the healthcare journey for innovative organizations. By focusing on integration and member satisfaction, we aim to reshape the future of health insurance.

Artemis serves as a vital link between data and effective benefits decisions, offering innovative tools and support that empower benefits teams to advocate for improved programs for their members while shaping their overall benefits strategy. Whether you seek ready-to-use insights or tailored analyses, we provide solutions to even your most complex benefits queries. Discover pre-made insights and quick wins that maximize your investment effectively. Artemis elevates answers to your needs, eliminating the need for extensive searching, or opt for deeper understanding with our bespoke analytic tools, akin to a "Choose Your Own Adventure" narrative for benefits data. Enhance the success of your benefits strategy with our user-friendly tools, ensuring you obtain the essential evidence needed to support new initiatives, assess costs, and effectively present your case to stakeholders. Moreover, maintain vigilant oversight of program performance to ascertain what truly benefits both you and your population, whether it involves a wellness initiative or changes in the formulary. This comprehensive approach not only streamlines decision-making but also fosters a culture of continuous improvement within your organization.

Innovative new Health Reimbursement Arrangements (HRAs) streamline the health insurance provision process, offering you reassurance and simplicity. Wave goodbye to the complexities of traditional group plans. To initiate, simply respond to a few questions regarding your preferences for the HRA's functionality. You can rest easy knowing our platform will assist you every step of the way, empowering you to tailor your plan to your needs. After finalizing your HRA design, we will handle all legal obligations and ensure your employees are integrated into our system smoothly. Once everything is set up, our team will assist you in managing the claims process efficiently. Each day, we strive to foster a healthcare system that prioritizes your peace of mind, as we firmly believe that everyone deserves a more straightforward approach to health insurance. By prioritizing clarity and simplicity, we aim to enhance your overall experience with health benefits.

BeneSys started its journey by creating software tailored for our sector. Our in-house developed software, BenefitDriven, utilizes the Microsoft technology stack, specifically .NET and SQL Server. BenefitDriven is capable of collecting a wide range of data points pertaining to both Participants and Employers. This encompasses unique demographic and identifying details, alongside information pertinent to the management and distribution of contributions, accurate calculations, and daily oversight of various benefits, including health and welfare, pensions, and vacation, in addition to facilitating ongoing communication, accounting, and audit requirements. The comprehensive nature of BenefitDriven ensures that all aspects of benefit administration are efficiently addressed.

The Milliman Actuarial Retirement Calculator (MARC) serves as an all-encompassing system for pension administration, aimed at ensuring precise and efficient oversight of defined benefit plans. Established in 1991 by a skilled team of Milliman actuaries, retirement plan consultants, web developers, and IT experts, MARC provides a solid framework for calculating pension benefits and maintaining essential administrative data. Its adaptable design accommodates a variety of plan types and enables fully customizable calculations, reports, forms, data management, web interfaces, and workflow systems. By fostering participant involvement, MARC features an intuitive website that empowers employees to access personal information, utilize self-service options like adding beneficiaries, manage forms and documents, communicate with plan sponsors, generate pension estimates, and perform comprehensive retirement modeling. Overall, MARC not only streamlines pension management but also enhances the overall retirement planning experience for participants.

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.

Introducing Maestro Health, a technologically advanced third-party administrator (TPA) specializing in employee health and benefits. We collaborate with employers and their trusted advisors to create health and benefits solutions that prioritize what is truly important—people. Through a self-funded health plan, employers directly cover their members' healthcare costs rather than relying on an insurance carrier. This approach encompasses paying claims, establishing networks, implementing repricing strategies, and assuming the risk associated with their plan design. By opting for self-funded benefits, employers can tailor health plans to meet the unique needs of their workforce. Our innovative solutions aim to reduce costs while enhancing health outcomes, all without compromising on benefits. At Maestro Health, we are committed to simplifying employee health and benefits, ensuring that the process is straightforward and accessible. With our expertise, employers can focus on what matters most—their employees' well-being.

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.

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.

Our software provides top-tier automated pension administration services. Procentia stands as an independent entity focused on developing innovative pensions software solutions. Recognized as a global leader in this sector, we collaborate closely with our clients to offer a flexible, dependable, and high-value approach to pension management. The exceptional quality of our software, our dedication to outstanding customer service, and the expertise of our specialized staff in the pensions and financial services sector underpin our esteemed global reputation. The success stories from our clients illustrate the advantages they and their customers have realized through the adoption of Procentia's software. Our teams for implementation and support consist of skilled developers who hail from the pensions and financial services arena. Additionally, we provide an online knowledge base and issue resolution tools that are available around the clock, ensuring that assistance is always within reach. This commitment to accessibility and support reinforces our mission to empower clients in their pension administration endeavors.

Transform and enhance every element of your benefits program using PlanSource. Reach your employees through personalized messaging and communication initiatives that can be tailored by group and automatically disseminated via email, text, mobile app, and additional platforms. With integrated self-billing and invoice reconciliation, you'll spend less time auditing and correcting insurance bills monthly, allowing for a more productive workflow. Our comprehensive compliance solutions provide reassurance regarding ACA measurement and reporting, COBRA administration, eligibility criteria, and much more. Efficient workflows and immediate integrations offer an enrollment process crafted to increase engagement and participation in plans. Our fully mobile experience—available on both our app and website—simplifies the process of exploring benefits, making it as easy as online shopping. By removing manual tasks and countless hours of HR administrative duties, you can achieve genuine end-to-end automation for your benefits system. This not only elevates employee satisfaction but also enhances the overall effectiveness of your benefits administration.

The Plan Administrator (TPA) serves as a comprehensive system for group enrollment, eligibility management, and consolidated billing. It features a centralized database that stores all pertinent information regarding clients, participants, dependents, coverage options, and associated rates. The system integrates all plans into a single billing statement and allows for electronic eligibility reporting and online enrollment. Rates are automatically calculated using various factors, such as age, tenure, and health risk assessments. Users can opt for summary billing or name list structures, and the platform supports easy data import and export through formats like CSV, composite files, or ODBC/SQL. With the CSPWeb module, the system can be accessed online, enhancing web functionality. Additionally, it automates all aspects of COBRA administration, managing everything from notifications to conversions. It also includes robust premium accounting capabilities, adeptly handling advance, partial, retroactive payments, and NSF checks. The system's compatibility with other software applications is seamless, utilizing ASCII, CSV, composite files, or ODBC/SQL for integration. Trusted by many of the largest administrators in the country since the inception of COBRA, this solution boasts over 25 years of proven effectiveness in the industry. With its extensive features and reliability, it continues to be an essential tool for effective plan administration.

Discover the advantages of an insurance solution tailored specifically to the distinct challenges faced by your business. Unlike the traditional property and casualty (P&C) market, your benefits business encounters unique obstacles that require a dedicated management system designed to foster growth in an ever-evolving healthcare environment. Rather than conforming to an outdated P&C framework, your system should be customized to address the specific needs of your benefits operations. To gain insights into BenefitPoint, take a moment to watch this brief video. BenefitPoint is a specialized management platform created for agencies and brokers with substantial benefits operations, where conventional P&C systems can lead to revenue loss and client dissatisfaction. By pinpointing discrepancies in payments, offering adaptable workflows for fluctuating plans and enrollments, and utilizing plan benchmarking, BenefitPoint equips agencies to effectively manage the peculiarities of a benefits business. This innovative solution not only helps you enhance revenue and profitability but also strengthens customer loyalty, ensuring your agency thrives in a competitive market. Embrace the tools that will support your growth and position you as a trusted advisor in the benefits landscape.

For employers, reducing the time spent on managing their group benefits allows them to dedicate more focus on their most valuable asset – their people. With FormFire, quoting, selling, and maintaining small groups becomes a seamless experience, eliminating the need for cumbersome paperwork and various platforms. The platform streamlines the management of group benefits, making it not only more efficient but also appealing for smaller organizations. Additionally, FormFire simplifies the collection of employee data, enabling brokers to enhance client acquisition and retention. At the time of renewal, employers can effortlessly quote every available plan, including both ACA and medically underwritten options, all without any paper exchanges. With guidance from a reliable broker, employers are empowered to select the optimal plans to offer in a digital marketplace, which may range from major medical coverage to pet insurance. Employees also benefit by being able to select their plans online, allowing them to easily compare options and pricing in real-time, thereby enhancing their overall experience. This innovative approach ensures that both employers and employees are equipped to make informed decisions that best suit their needs.

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.

It's time to break down the barriers between HR, Benefits, and Payroll for a more integrated and contemporary workflow! With VantagePoint's expert guidance and advanced platforms, you can achieve this seamless transformation. For over two decades, VantagePoint Benefit Administrators has been dedicated to assisting employers in creating exceptional programs that streamline payroll, benefits, and HR into a unified, compliant, and cost-effective solution. This long-term strategic approach addresses the growing challenges of managing employee-related expenses and complexities. By partnering with VantagePoint, you can reclaim valuable time previously lost to HR documentation, payroll tasks, and benefits management, allowing you to concentrate on strategic initiatives, foster company culture, and pursue other goals. Our team of experienced professionals offers comprehensive advice, implementation support, and ongoing assistance to numerous mid and large-sized employers across the private, union, and government sectors. VantagePoint equips leadership with essential tools and resources while ensuring employees have access to the information they seek, ultimately fostering a more productive workplace environment. Embrace the future of employee management today with VantagePoint's innovative solutions.

Introducing Healthee, an engaging digital healthcare platform designed to eliminate the uncertainties associated with your health coverage. Effortlessly explore your current healthcare plan while receiving personalized, on-demand solutions to any inquiries related to healthcare and benefits. You will be matched with Zoe, Healthee’s intelligent Personal Health Assistant, ensuring that your benefits experience is uniquely tailored to your needs. Say goodbye to the frustration of complicated benefits and unclear coverage options. No longer will you have to endure long waits to connect with a healthcare representative. All the essential information about your healthcare will be readily available at your fingertips. Healthee’s AI-powered benefits administration system provides rapid, customized answers to questions about employee health benefits, enhancing overall health literacy within the organization and increasing employee satisfaction. Moreover, our intuitive platform empowers HR leaders by granting them immediate access to crucial details about health plans, ultimately fostering a more informed workforce. With Healthee, navigating your healthcare journey becomes not only easier but also more efficient and satisfying.

Alegeus revolutionizes the interaction between individuals and the U.S. healthcare system. With healthcare expenses climbing and coverage options becoming more intricate, Alegeus reaches out to individuals and steers them towards optimal healthcare spending and saving approaches. Our versatile, cloud-hosted platform facilitates health benefit account initiatives for over 300 clients, which include top-tier third-party administrators, health insurance providers, financial institutions, and others. By collaborating with leading benefit account administrators, our platform empowers over 30 million individuals to effectively manage their healthcare spending on a daily basis. The introduction of debit cards enhances the convenience and efficiency of healthcare account transactions. Currently, our platform supports in excess of 16 million active healthcare payment cards. Thanks to our adaptable, SaaS-driven platform, Alegeus clients are experiencing growth and fostering account adoption at a rate that outpaces the market by 3 to 4 times, illustrating the significant impact of our solutions in the healthcare sector. As we continue to innovate, we remain committed to enhancing the user experience for our clients and their members.

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.

A comprehensive approach to workforce health begins with a Health OS™. This all-encompassing health benefits platform equips organizations to manage expenses effectively, enhance utilization rates, and prioritize the well-being of their employees. Our goal is to inspire individuals to lead healthier and more fulfilling lives every single day. Through top-tier user engagement, we offer clear insights into workforce health, which aids in developing risk management strategies, forecasting healthcare costs, predicting productivity levels, and crafting return-to-work initiatives. Additionally, our personalized concierge services paired with a versatile digital wallet simplify the process for employees to discover, comprehend, and utilize their available health and benefit programs, including telemedicine and Employee Assistance Programs (EAPs). Our licensed healthcare professionals deliver immediate, confidential guidance for both physical and mental health issues, ensuring support is readily available. Furthermore, employees can tap into a variety of virtual resources, including evidence-based programs and counseling services, to further enhance their well-being.

Collect immediate insights through customizable, on-demand solutions that feature automated workflows, integrated eligibility and compliance guidelines, and a user-friendly enrollment process tailored to enhance your employee benefits strategy. Streamlined integration options reduce administrative challenges by ensuring secure links to your providers, encompassing everything from payroll and HRIS systems to wellness initiatives and consumer accounts. Capture real-time data with tailored reporting while utilizing sophisticated analytics to assess and enhance program efficiency. Your committed Client Service Team delivers specialized configuration, thorough testing, optimal best practices, and agile support for your workforce, adapting continuously to the evolving needs of your organization. This comprehensive approach not only simplifies processes but also empowers your team to make informed decisions that drive success.

Are you considering implementing a Welfare Plan for your organization? We handle all the tax exemption opportunities available under the TUIR through a comprehensive welfare platform that seamlessly integrates with the primary payroll processing and personnel management systems. This approach offers greater convenience for both the company and its employees. Corporate Welfare not only enhances employee well-being and strengthens their sense of belonging but also improves the corporate image and workplace atmosphere, all while reducing the tax burden for both employees and employers. To illustrate the tax benefits of Corporate Welfare, consider our platform, ZWelfare, which offers a smart solution for managing Flexible Benefits. It is a user-friendly technological tool designed for ease of access. Explore our platform for managing company welfare! With the full range of benefits provided by the TUIR at your disposal, you can choose from hundreds of active partners, products, and services. The portal is created for everyday use and is accessible from any device, including tablets and mobile phones, ensuring that both companies and employees can engage with it effortlessly. Embrace a modern approach to employee welfare that fosters satisfaction and productivity.

EnrollmentNow™ simplifies the enrollment of employee purchase plans and benefits for corporations, credit unions, and benefits administrators. Every year, employees must select their benefits, including medical and life insurance, along with flexible options. Traditionally, this process entailed printing and mailing numerous forms and guides to each employee, who would then receive a bulky envelope filled with information and be required to fill out and return various documents for processing. One significant challenge faced by corporations, credit unions, and benefit administrators is finding ways to lower the costs tied to this enrollment process. Our solutions can assist with this! ISS Software is committed to delivering high-quality shareholder accounting software and related services, supported by a team of skilled professionals who uphold a strong commitment to integrity and client service. With more than 25 years of experience in providing innovative shareholder solutions to financial service providers and transfer agents, we continue to evolve to meet the needs of the industry. Our dedication to streamlining processes not only enhances efficiency but also ensures a better experience for employees navigating their benefits options.

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.

In today’s world, every individual within your community requires assistance. Our approach prioritizes serving everyone, rather than just addressing those who incur the highest costs. We emphasize building relationships over mere transactions. Through a combination of empathy, advanced technology, and clinical knowledge, we tailor healthcare support to meet the distinct needs of each individual. Accolade has created the most thorough engagement model in the advocacy sector. We recognize when someone is accessing healthcare services and proactively engage them, ensuring they remain on course. Our team consists of genuine individuals who are committed to listening, answering inquiries, resolving concerns, educating, and providing support. We identify emotional, financial, and social obstacles to care and work collaboratively to find solutions. Much like the traditional family doctor who strived to understand the entirety of a patient’s life through house visits and fostering enduring relationships with families, our team endeavors to achieve that same depth of understanding for every individual we assist. In this way, we not only address immediate healthcare needs but also nurture long-lasting connections that ultimately enhance overall well-being.

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

You could be maximizing the potential of your PTO benefits, which can lead to increased employee satisfaction, improved retention, reduced stress, and enhanced engagement by encouraging employees to utilize their time more effectively. A staggering 78% of workers are living from one paycheck to the next, while 41% find it challenging to manage a $2,000 unexpected expense, making accrued PTO a valuable resource for addressing unforeseen financial challenges. Employees can utilize their accrued PTO to contribute to their retirement savings, invest in their child's education through a 529 plan, or alleviate student loan debt, making it a versatile asset. Research shows that 68% of employees return from time off feeling reenergized and more productive, and PTO Genius actively identifies company-friendly ways for employees to take time away, while also simplifying the process of converting unused PTO into cash to fund vacations. The Genius Team is dedicated to supporting you throughout this journey, helping you to grasp the extensive features and advantages available for your organization, tailoring the platform to meet your specific requirements, and ensuring a smooth launch experience, all within just a few days! We’re excited to assist you in enhancing your workplace culture!

Sagitec offers a range of innovative software solutions, including Neospin™, a comprehensive browser-based pension administration system designed for efficient management of pension benefits. Additionally, Sagitec Neosurance™ provides a fully integrated platform for handling unemployment insurance, disability insurance, and paid family leave, all accessible through a user-friendly web interface. The Sagitec HealthConnect platform facilitates Medicaid member engagement by empowering users to take an active role in their health management, utilizing Microsoft’s Azure cloud, which is HITRUST certified for security. Furthermore, Xelence™ serves as Sagitec's low-code/no-code platform, providing a visual environment that enables both citizen developers and IT professionals to create, test, and launch a variety of applications. This platform simplifies the development process for everything from basic consumer applications to complex enterprise solutions, featuring intuitive drag-and-drop capabilities and integrated enterprise architecture tools that streamline application deployment. With these tools, organizations can enhance their operational efficiency and improve service delivery across various sectors.

PENFAX serves as our comprehensive pension technology solution, consisting of four fundamental products. These offerings leverage scalable technology and can be tailored to meet the specific requirements of your organization. Collectively, our administration system ensures precise calculations regardless of the complexity of your pension rules, while our portal products are adaptable to cater to the distinct preferences of both plan members and employers. The PENFAX Admin System encompasses a suite of modules that streamline pension administration and is relied upon to manage even the most intricate plans. Featuring a robust and flexible rules-driven calculation engine, this scalable system can be adjusted to handle both straightforward and exceedingly complex calculations, accommodating plan memberships ranging from 1,000 to 1,000,000. Our dedicated team of experts collaborates with you to gain a deep understanding of your requirements, ensuring that PENFAX is optimally configured to enhance efficiency for you and your organization. Furthermore, our ongoing support guarantees that your pension administration remains agile and responsive to any changes in your business needs.