Best Transamerica Retirement Solutions Alternatives in 2024

Find the top alternatives to Transamerica Retirement Solutions currently available. Compare ratings, reviews, pricing, and features of Transamerica Retirement Solutions alternatives in 2024. Slashdot lists the best Transamerica Retirement Solutions alternatives on the market that offer competing products that are similar to Transamerica Retirement Solutions. Sort through Transamerica Retirement Solutions alternatives below to make the best choice for your needs

  • 1
    QuickBooks Payroll Reviews
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    The #1 online payroll service provider makes it easy to pay your employees and gives you access to powerful tools, employee benefits and support experts. All your payroll needs can be managed and you have access to HR and employee services from one place. Once your payroll setup is complete, you can automatically pay your team. We will automatically calculate, file, pay and pay your payroll taxes. Direct deposit allows you to keep cash in your account for longer periods of time. Your payroll account allows you to manage benefits and employee services. Direct deposit allows you to keep cash in your account for longer. Direct deposit allows you to pay your team whenever you want. Your time tracking data automatically flows to your account. Your phone can be used to approve timesheets, pay employees, and create invoices. You can set up your payroll to run automatically and save valuable time. We'll send you notifications to help manage your account if you have Auto Payroll enabled.
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    ADP Retirement Services Reviews
    Our retirement plan solutions offer many benefits, including simple plan management, unbiased investment options, fiduciary services and plan setup that is quick and easy. ADP helps participants prepare for retirement by giving meaningful tools to employees so they can plan for retirement at the time that suits them best. We offer a mobile enrollment experience that allows participants the ability to enroll from anywhere, anytime. There are also features such as the MyADP Retirement Snapshot calculator, which allows participants to get an estimate of their retirement savings by answering a series of personal questions. We also provide targeted messaging that pushes important information to participants. It is crucial to make the best investment decisions for your plan.
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    Paychex Flex Reviews
    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
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    Ubiquity Retirement + Savings Reviews
    A 401(k), which is a savings account that is set up by a business to help employees or self-employed people save for retirement, and to take advantage of tax benefits offered to both the owner and employees, is called a 401(k). Flexible features in a 401k can be tailored to meet a wide range of retirement planning goals. Every individual has the option to decide how much of their paycheck will be deposited into their account 401(k), before taxes are deducted, and how they will invest those dollars. Many companies match employees' contributions to help their retirement savings grow faster. A 401(k), in addition to financial security, provides tax benefits for both the employer and employees. This includes tax deductions, tax deferred earnings and tax credits. When an employee saves in the 401(k), it is taken from their paycheck before income taxes.
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    Human Interest Reviews

    Human Interest

    Human Interest

    $120 per month
    Human Interest makes it simple and affordable for employees to save for retirement. Other 401(k), shady fee-paying providers can profit from you and your employees by charging a lot of hidden fees. You get low-cost plans and funds with us. There are no transaction fees. Your dashboard provides a 360-degree view to your company plan, including employee participation reports and contribution reports. With our seamless onboarding process and integrated investment advice, employees can begin saving in just a few steps. Human Interest takes the hassles out of managing your company's retirement plan. We sync to your payroll and process contributions. We also handle compliance testing and IRS paperwork. We offer traditional and Roth 401(k), 403(b), Safe Harbor plans, profit-sharing plans, and traditional Roth 401(k). We'll help you choose the right plan for you. Employers have the option to customize vesting and matching options at no additional charge.
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    Guideline Reviews
    Small business owners can have a simple, affordable 401(k). We believe in retirement plans that work. We are on a mission for every small business to offer a 401k. To help participants build a retirement they're excited about. We can sync with top payroll providers, handle plan administration, and offer low-cost mutual fund options. We don't charge additional fees for investments, unlike other 401(k). We are different. We take care of the administration, compliance testing, recordkeeping, and other tasks to make your job easier. Fully packaged. We do all the heavy lifting, from plan administration and employee onboarding to compliance testing, government filing and recordkeeping. These are our features. Predictable pricing. One all-inclusive fee is charged. It starts at $39/mo + $8/mo for each participating employee. There are no additional setup fees or investment fees. Pricing details. Full payroll integration. Fully integrated with top payroll providers, we automatically sync employee data.
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    Shelton 401(k) Reviews
    Your small business will need a 401(k) to help employees plan for retirement. Shelton 401(k), a specialist in small business retirement accounts, makes the process easy for business owners. Shelton Capital Retirement Plan Services is committed to providing a cost-effective, bundled solution that reduces complexity and produces optimal results for all parties. We offer high-quality, concierge-level 401k support and service to help your employees save for retirement and make you look good. We are service professionals who can provide personalized online and live support for you and your employees. Shelton 401(k), is part of a small private company. It is not an insurance company or a large fund. We are managed by people and not machines.
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    AB401k Reviews

    AB401k

    Americas Best 401k

    $400 Quarterly
    Modern 401(k), without the middlemen We can reduce your fees up to 40% if your current provider is on this listing. We need your fee disclosure (also known as a 408b2) from the existing provider. If you don't know how to find it, please call us. Remember that the Department of Labor requires plan sponsors to benchmark their plans regularly in order to fulfill their fiduciary obligation. Is your 401k on track to a financially secure retirement? Our team will walk you through a complimentary "side-by side" fee comparison to help you see the impact higher fees have on your account balance over time. Make the switch to America’s Best 401k today. Our team makes the process simple and there is no cost for conversion. Your savings will begin faster if you make the change quickly.
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    Slavic401k Reviews
    Offering your employees a Slavic-401(k) plan will help you attract and retain top talent. It will also help you create a happier, more stable workforce. Happier employees stay with your company longer, which will allow you to grow your business. You can weigh your options between a standalone 401(k), or participation in a Multiple Employee Plan (MEP). An MEP plan can save you $6,000 to $10,000 annually in audit costs (an IRS requirement for businesses 100+). An MEP does not have an individual audit requirement for your business. It is also possible to outsource the administration and fiduciary responsibility to MEP sponsors, which saves time and money. Employers can face serious problems with 401k compliance and testing. You could face penalties and fines for not properly administering your plan. This can have a devastating effect on a small business.
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    ShareBuilder 401k Reviews
    Our 401(k), plans can help you save more by lowering the cost of your retirement benefits. We can help you, no matter if you are a small business or large business looking to reduce costs and improve your service. A 401(k) can offer tax benefits and higher annual contribution limits. Our high-quality investment portfolio allows you to invest for less. Your business and yourself could be subject to lower taxes. You can offer a customized 401(k), regardless of whether you are self-employed or have 100 staff. As you save for retirement, your taxes will be lower. Leverage the investment expertise and customer success managers of ShareBuilder Advisors. You don't need to be an expert in 401(k), but you can quickly find out what you need from a provider. This includes pricing, investments, and services. Here are some resources to help.
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    401k Easy Reviews

    401k Easy

    401k Easy

    $495 set up fee
    Low cost 401k does not have 401k fees or 401k "low" fees that are "skimmed" from employees retirement savings and investments. The 401k for small businesses has unlimited options of no-load funds and commission-free trading stocks and bonds through self-directed brokerage windows. A 401k plan prototype approved by the IRS, customized to meet the needs of small business owners, annual filings of 5500SF, and many more! For over 35 years, small business owners have been provided with low-cost 401k plans at a reasonable price. We guarantee that no 401k fees will be deducted from or "skimmed." Unlike other 401k providers 401k Easy is low-cost and does not charge any fees. All the money employees earn and save for retirement is theirs. Your small business can use 401k Easy without fees. Financial advisors and their 401k partners will never be charged fees.
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    blooom Reviews
    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.
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    Betterment Reviews

    Betterment

    Betterment

    $1,644 per 2 employees
    Betterment makes it simple to manage your plan administration. This allows you to offer better 401(ks) to your employees quickly and easily, at a fraction of what most providers charge. We are your full-service partner and will do all the heavy lifting for you, from onboarding to ongoing administration to reporting and investments. Our personalized advice can help employees earn higher returns at different levels of risk. We will help them set up a personal retirement plan and suggest how much to save in which accounts. We can help employees take control of their finances so they can focus on being productive and fulfilled at work. We were frustrated by the lack of options for modern, simple-to-use retirement plans for our employees when we tried to find one. We used our retail investing platform to create our own 401(k).
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    401GO Reviews

    401GO

    401GO

    $9 per user per month
    1 Rating
    It's easier than ever to administer a 401(k). Our automated platform virtually eliminates the need for manual labor, data entry errors, and endless forms. Automation leads to efficiency, and efficiency leads to savings. Your 401(k), will be the most cost-effective and preferred benefit. You will save more time and spend less time. The intuitive platform of 401GO makes it easier than ever to save for retirement. Instead of a shortlist of funds, every user is given a guided portfolio design that is based on their risk tolerances and savings goals. We simplified plan design by focusing on the essential features that most businesses require. You can be up and running in minutes instead of weeks. We run continuous automated testing and compliance, so you don't have to wait until the end the year for filings. We handle all filings and ensure compliance. Investments must be suitable to a 401(k).
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    Ocho Solo 401k Reviews
    Ocho Solo 401k offers business owners the greatest tax advantages of any retirement plan. You can contribute up to $61,000, and you can invest in any asset type with tax-free compounding. Ocho is the easiest and most straightforward solo 401k account you will ever have. Our intuitive dashboard makes it easy to create your account, make contributions and invest your money all from one place. Ocho is the easiest way for you to open a solo 401k. You can then start investing your money in tax-free compounding. We make it easy to open an account in just 10 minutes. We also handle all the paperwork and administration. You don't need separate brokerage and bank accounts - everything can be done through your Ocho account. Invest in stocks, mutual funds, ETFs, or have complete control over your checkbook and invest directly in alternative assets such as real estate, crypto and private equity.
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    ForUsAll Reviews
    Our technology, automation, ERISA plan knowledge, and deep experience in ERISA plans all add up to a 401k that takes work and liability off your plate. That's a huge benefit. Automate manual tasks like contributions, 401K loans, eligibility tracking and hardships. This allows your team to focus on your business. Payroll problems can be very serious. To find and fix problems before they become serious, we run every payroll for each employee through 44 diagnostic checks. A comprehensive dashboard with all important plan documents allows you to keep track of your plan's overall health and audit readiness. We provide full administrative and investment fiduciary coverage (aka 3(16), and 3(38), fiduciary services) to keep your plate clear of compliance risk. Your form 5500 is reviewed, signed, and submitted by our plan administrator. Our ERISA fiduciary services are covered by a $5M professional insurance policy.
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    iTrustCapital Reviews
    iTrustCapital was established by industry leaders in alternative investment IRAs. iTrustCapital, the world's leading digital asset IRA trading platform, allows clients to trade cryptocurrencies and physical metals in real-time from their retirement accounts. iTrustCapital's innovative, IRS-compliant investment platform removes the inefficiencies and outdated processes of older IRA models. This allows investors to legally and safely move money from retirement accounts into Cryptocurrency or the physical Gold markets. The costs are up to 90% lower than other IRA companies. iTrustCapital's goal to empower 10,000,000 investors to take part in the economic growth that a Blockchain future holds is to empower them. We are shocked at how many people don't know about the benefits of IRAs.
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    TimeTrex Reviews

    TimeTrex

    TimeTrex

    $2.90 per month
    1 Rating
    To automate all calculations, including overtime premiums and multiple pay rates, rules can be applied automatically to employees or situations. Managers can remotely monitor attendance and time of employees and access up to two-thirds of the reports. You don't have to wait until the end for attendance records. To track vacations, sick days and banked time automatically, you can set up unlimited accruals. Employees can view their accrual balances online, which eliminates the need to contact human resources for this information. Management can track and control exactly where employees can punch in/out, down to the device level and GEO fence level. Track employee expenses and allocate time for tasks. In just a few clicks, you can manage employee skills and qualifications and process payroll.
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    Due.com Reviews

    Due.com

    Due.com

    $10 per month
    Know exactly how much money will go into your bank account each monthly. No tricks, no gimmicks. Simple retirement for modern humans. Due was founded in 2015 with an online invoice platform. This platform was created to assist freelancers and small business owners. Due has helped thousands of freelancers and companies get paid faster, increase their cash flow, and offer a professional, branded approach for payment requests. After one year of operation and thousands upon thousands of requests, Due began offering payment services to its customers. Due offers a variety of payment options including eCash and eChecks, ACH and domestic and international credit cards. It also has a digital wallet that stores payment information and funds. A simple setirement indicator will show you how much money your account will have each month. You can also withdraw your money at any time. Sign up for our annuity in five minutes and you can start immediately.
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    Vestwell Reviews
    Flexible investments and plan design allow you to build the right offering today and make future adjustments as you grow. Modern, user-friendly interactions. Transparent and competitive pricing ensures that you and your employees know exactly what you are paying for. Full-service administrative capabilities, including operations, servicing and 3(38),3(21, and/or 3(16), compliance. You can choose the plan that is best for you and your employees, with or without an advisor. All the information you need to run and maintain your plan is available through our interactive digital portal. We will invite your employees to save... simply upload your first payroll and count and we're off!
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    ASC Defined Contribution / 401(k) System Reviews
    The ASC DC/401k administration system is continuously updated to reflect legislative changes. It provides flexible eligibility calculations, an easy import wizard and extensive data checks. It supports multiple sources and funds, including dollar and share accounting. It also includes the ASC full Compliance Testing System. Reports can be created using the ASC System's standard reports or customized using ASC Reporter which allows users to create custom reports. Built in budget solving routines for new comparability, super integrated, age-weighted and sole proprietor/partnership plans. Calculates employer contributions to 401(k), and other defined contribution plans. In one step, performs extensive employee data validation. This includes the ability to create custom data validation formulas. Fully up-to-date for all legislative changes.
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    Bitwage Reviews

    Bitwage

    Bitwage

    $7.99 per month
    We offer remote workers solutions to find work and maximize their wages. We offer unique jobs, flexible distributions and faster fulfillment. You can receive a portion of your wages in digital assets. International invoices faster and cheaper with direct bank and wallet deposits International individuals who wish to receive payment in digital assets for their invoices. Companies that want to offer unique benefits in digital assets for their employees. International companies that want to pay freelancers and employees faster and more affordably. Companies seeking innovative HR services. Bitwage continuously analyzes all mechanisms for distributing wages across borders. This includes comparing traditional systems like bank wires with international gateways such as XBT or XRapid protocols. Bitwage's comprehensive approach dramatically reduces the cost of workers, freelancers, and outsourcing firms across borders.
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    Pontera Reviews
    Bring together multiple accounts into a cohesive plan. Pontera allows advisors monitor and trade 401 (k), 403 (b) and other held-away account to ensure that they are meeting the needs of their clients. Tax strategies can be optimized to increase client wealth. Pontera's platform allows advisors to allocate their clients' investment across taxable and deferred tax accounts more efficiently and quickly. More insight. Pontera allows advisors to show their clients a more comprehensive view of their portfolios. Pontera, combined with existing technology, allows advisors to provide a more streamlined portfolio view for their clients. As with custodial account, you can provide stability by rebalancing retirement accounts and monitoring them as needed. Improve client satisfaction through maintaining control in volatile markets, and improving long-term results.
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    TRAK Reviews
    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.
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    The Retirement Analysis Kit (TRAK) Reviews
    The Retirement Analysis Kit is a retirement software that has a proven track-record of helping advisors motivate and engage people towards retirement readiness. Answer your clients' important questions about retirement. Engage participants in a personalized educational program that motivates them to take action. Plan retirement comprehensively with each participant. Calculate pension benefits and survivor options. Maximize pensions. Show how to incorporate 403(b), 457, and other retirement savings strategies into a holistic plan. TRAK helps you to work in the best interest of your clients by providing transparent and understandable answers and analyses on common retirement strategies. You may have spent time and energy creating a retirement plan, but your clients' eyes glaze over and they respond with "We'll consider it". You are not connecting with your clients when you have meetings like this.
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    Broad Financial Reviews
    Self-Directed IRAs are also known as "Alternative IRA", Self-Managed IRA" or "SDIRA". They allow investors to diversify their savings away from Wall Street and into real assets such as real estate, private placements, or other investments. You have the freedom and flexibility to invest your wealth in real time, without the need for additional paperwork or transaction fees. This account is for you if you are looking to diversify your savings from volatile Wall Street stocks, bonds and mutual funds and you also want to drive your own retirement account. Diversifying your retirement savings can be done in many other ways than Wall Street. This includes private placements and real estate. If you are able to diversify your investments and invest your money in more places than one, a stock market crash will not affect your retirement savings.
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    LearnLux Reviews

    LearnLux

    LearnLux

    Request a quote
    At LearnLux we are creating a world where having a financial plan is never out of reach. We bring this mission to life by offering employees expert financial guidance for everyday money moments and big life milestones. Our digital program and team of Certified Financial Planner™ professionals provide holistic, fiduciary financial guidance to people in all stages of life, focusing on inclusivity across all ages, geographies, economic backgrounds, and genders. We share our mission at scale by partnering with the world’s best companies to offer valuable benefits that help employees do their best work every day because they feel confident in their finances.
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    Wix Free Paystub Generator Reviews
    A paystub is an official document that outlines the details of an employee's salary. Also known as pay stubs or check stubs. A paystub is not only proof of income but also includes information about taxes, retirement funds, health insurance, and social security. It can be sent digitally or physically. Customers can scan your code, whether it's printed or digital, to increase traffic and sales. Create customized invoices and send directly to your customers or clients. The main difference between independent contractor and employee paystubs is the fact that the employer shouldn't deduct taxes or deductions from the payment for independent contractors. Contractors are responsible to pay their own taxes, healthcare and other expenses. Wix's pay stub creator allows you to create paystubs both for employees and contractors.
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    BitIRA Reviews
    Each asset class has its own advantages. Understanding these advantages is key to reaching your financial goals and growing your wealth. You can also learn how to balance your investments among a variety of asset classes that are best suited for your situation. Digital currencies are a new asset class. They offer a variety of benefits previously unattainable under one investment. The best part is that digital currencies can now be used as a retirement investment by Americans through the new Digital IRAs, a self-directed IRA account. You no longer have to settle for the same investment options offered by most traditional IRAs or 401(k), such as stocks, bonds, and mutual funds. Digital IRAs allow you to diversify your retirement savings and expose yourself to the incredible growth potential of digital currencies.
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    SmartDollar Reviews
    Your business is at risk from employees living paycheck to paycheck. SmartDollar is Dave Ramsey's financial wellness program for employees. SmartDollar, Dave Ramsey's employee financial wellness program, is called SmartDollar. Your employees will learn the 7 Baby Steps to help them stick to a budget and get out of debt. They'll also learn how to save for the future and prepare for retirement. SmartDollar offers engaging content and a complete set of tools that will help your employees make real progress with money. SmartDollar is not about living paycheck to paycheck. Employees can focus on one goal at the time and gain momentum to move through the plan and make long-lasting changes. SmartDollar will be introduced to your employees by a dedicated client representative. SmartCenter, a customized client portal, will track your employees' progress and provide you with tailored promotional materials and contests that will increase participation.
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    Bloomberg Income Tax Planner Reviews
    Project accurately estimated tax payments, capital gains, as well as taxes for residents and nonresidents. Income Tax Planner allows you to plan for tax consequences resulting from stock sales, Roth conversions, marriage, and other events throughout the year. We are a proven leader in being first to market, so you can be sure that the most current tax law has been implemented. With in-depth analysis and comparisons of side-by sides, clients can be shown accurately and efficiently what their tax situation looks. Your clients will benefit from accurate, professional, and efficient plans that help them reduce their tax liabilities and make smart decisions. Easy modeling and navigation of complex tax situations. Bloomberg Tax & Accounting's tax expertise, in-depth analysis, projections, and other tools will help you plan the best course for your clients' retirement, tax, and investment planning.
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    Standard Life Reviews
    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.
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    Spring Reviews

    Spring

    Spring

    $16 per month
    Employees deserve the financial education and tools that they need to feel great at work and in their personal lives. Based on each employee's unique circumstances and priorities, our dynamic recommendation platform prioritizes financial education content. One size doesn't fit all. Our content-experts have made sure that all of our financial education content remains objective. Budgeting made simple because life is complicated. Our budgeting tool offers suggestions to help employees balance competing financial needs such as student loans, saving for a house, and retirement. The budget tool helps employees to balance their unique life circumstances and get the most from their paycheck. Employees can track their financial goals and set them up to achieve them. This helps them stay on the right track and motivates them to achieve their dreams and goals.
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    Kin Reviews

    Kin

    Kin Workplace Solutions

    $5 per month
    Kin's simple-to-use HR software allows you to keep your focus on your most important asset, your people. We create custom software solutions that allow millions of employees to make informed decisions about their future. These include career and feedback, health and money, as well as careers and feedback. Contact us today to have us create your custom software solution, or for consultation on your project. KinHR, our flagship product, has been helping small businesses around the globe create better workplaces since 2013. We create custom software that allows companies with thousands of employees to communicate all aspects of employee compensation, from salary to healthcare to retirement savings. We believe that great workplaces are more than just good work. They also inspire better people and communities. Our team members are spread across the United States and commute to work every day from their homes.
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    hrMecca Reviews
    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.
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    Alto CryptoIRA Reviews
    Find out how to invest in crypto tax-free. You can use your retirement savings to trade, buy, and sell crypto directly through Coinbase. You never know, the currency of tomorrow might shape your future. Open a CryptoIRA. It's easy, fast, and 100% online. Every IRA comes with a tax advantage. You can choose from traditional, Roth, and SEP options. You can either contribute cash from your bank, or transfer funds from an established retirement account. You can trade crypto, including more than 90 available, directly from your Alto portal. Alto connects directly to Coinbase without the need for an LLC. This allows you to trade, buy, and sell crypto using your retirement savings. It's easy to get started with real-time trading 24/7 and minimum investment of $10 Our free concierge service will help you set up and fund your account. We do not charge any setup or maintenance fees and we will never ask for a minimum account amount.
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    LifeWorks Reviews
    LifeWorks is a global leader in digital and in person solutions that support total wellbeing. We provide a personalized continuum care that helps clients improve the lives and businesses of their employees. LifeWorks (formerly Morneau Shepell), has been supporting employees' financial security, productivity, health, and well-being throughout its history. We offer retirement, productivity, wellbeing, and administrative solutions. We are proud to have a wealth of experience and expertise in the areas of workplace mental health, actuarial, retirement solutions, HR strategy, absence and disability management, as well as communications strategy and HR. We are a thought leader in workplace trends and realities, and we share our insights with clients to support their employees.
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    AwedusHR Reviews
    AwedusHR is the cutting-edge software for human resource management in the modern world. It allows small and medium businesses to manage all aspects of their HR operations, from hiring to retirement. Our cloud-based HR management software makes it easy to manage complex functions and HR processes. The automated HR management system will be your one-stop solution to help you make meaningful HR decisions. The following are the major features: - Employees Management - Recruitment Management - Payroll Management - Attendance Management Documents Management Appraisals Management - Employee Self-Service
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    WealthTrace Reviews

    WealthTrace

    WealthTrace

    $229 per year
    Plan your retirement without the guesswork. WealthTrace provides the most accurate financial forecasts and allows you monitor your investment holdings. Don't let your retirement be a matter of chance. WealthTrace allows you to take control of your retirement. You can find out if your finances are sufficient to retire comfortably and what you can change to improve your financial situation. Link all your investment accounts to track and monitor your holdings and balances. Your accounts will be updated every day. This allows you to track performance and transactions, fund fees, investments balances, etc. The latest security measures ensure that your data is secure. As you alter your assumptions, you can watch the financial projections change live. Instant feedback on changing assumptions such as savings rates, retirement dates and expenses, withdrawal orders and more. Find out what your optimal withdrawal rate is and how much money you need to set aside for retirement.
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    Keystone by Smart Reviews
    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.
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    Darwinbox Reviews
    Darwinbox is a disruptive, mobile-first, cloud-based, cloud-based HRMS platform that helps large enterprises attract, engage, and nurture their most important resource - talent. It is an integrated, end-to-end HR system that streamlines activities throughout the employee lifecycle (Hire to Retirement). Our enterprise product features are designed with an emphasis on simplicity and scalability. They also have the best consumer apps. Darwinbox's mission is to empower, motivate, and inspire employees. It also automates and simplifies all HR processes for the enterprise. This unified platform allows over 350+ companies with 850k users to manage their entire employee lifecycle.
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    Edukate Reviews
    Edukate, a financial benefits platform, empowers employees with financial guidance and personalized financial benefits. Edukate provides you with the tools to help your employees achieve their goals. It is easy to add employees to your plan, communicate with existing employees, or modify the resources available. This all scales with your company. Edukate can connect to existing employee retirement plans. This makes it easy for employees to enroll, change their contributions, and view plan documentation from the dashboard. You can also use our API to create tools that work for your business. Engaged employees make you more productive and have a positive impact on your bottom line. To help you get back on track faster, add new employees to your plan.
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    Wealthsimple Reviews
    The easiest way to grow your wealth like the most sophisticated investors in the world. Our technology is what people love about us. The team that is always available to answer any questions. Diversifying your investments can reduce risk and maximize the rewards. We use funds that track the global economy to invest your money in the stock market. We are a fiduciary. This means that we are obligated to provide you with actionable feedback that is in your best interests, not ours. Two-factor authentication (2FA), and state-of-the art data encryption are used to protect your financial information. Wealthsimple has $380M investment from some of world's most prestigious financial institutions.
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    IRA Financial Trust Reviews
    A self-directed solution allows you to invest in virtually any asset and the income from those investments is exempted from tax. Our in-house tax and ERISA specialists at IRA Financial will help you set up a self-directed retirement plan and ensure it remains compliant. IRA Financial makes it easy to invest your retirement funds into alternative assets. For a flat fee, open an account on our app to start investing. The app has a section for supplemental forms that allows clients to electronically sign forms to execute common account transactions. This is done without the need to physically sign or handle a paper form. This section will be expanded with future releases of the app.
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    Wisely by ADP Reviews
    Employer-focused payment options make it easy to attract, retain and engage top talent. Wisely's innovative workflows and technologies can help you achieve 100% electronic pay, lower costs, and easy administration. Partnering with a leader in payroll innovation will make it easy for you to do it all. Wisely®, by ADP, offers workers a new way of getting pay and other income. This could save time, help better management, and allow for efficient control over their money. Employees are increasingly being paid on an as-needed basis, in between regular paydays. Wisely®, now offers an efficient way to do this.
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    SBS Payroll HR Suite Reviews
    Your company is only as successful as your employees. SBS Payroll and Human Resources Software helps you manage your greatest asset. We understand that every company is different, so we tailor our software to fit your business. Implementing payroll software in-house helps you improve productivity and control costs. By applying policies consistently, whether they're internal, federal, state or industry-specific, you can minimize compliance risks. Importing data from your current time clock system will save you time and improve accuracy. Manage your employees accurately and efficiently from recruitment to retirement. Automate the system of your company to track applicants, define actions for personnel, record benefit changes, etc. With the built-in reporting feature, you can quickly generate customized reports. Get integrated Affordable Health Care Act (ACA), reporting, and create electronic files to submit.
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    Tangerine Reviews
    You don't have to worry about when the right time is to invest with tools like automatic contributions. You may have heard that we charge low fees for all our services, and our Investments are no different. Since over 10 years, we have been helping Canadians save money online and invest in the right way. You can be confident that you are on the right track to your long-term financial goals. You get tax-free interest and all the great benefits of a Tangerine savings bank. All the benefits of our GIC, plus the great features and benefits of our Retirement Income Fund, are yours. With a Tangerine creditcard, you can earn money-back rewards for all your everyday purchases. No annual fee, unlimited money-back and personalized categories. Tangerine is not a bank with branches. However, we are more than a website. Our presence is also established via mobile, at Tangerine locations, and through our contact centers.
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    TotalTrust Reviews

    TotalTrust

    Exhibit One Software

    $349 one-time payment
    TotalTrust is an accounting system that can be used by attorneys, accountants, fiduciaries and other professionals who provide services to estate, trust, or guardianship clients. It creates fiduciary reports visually using a common-sense approach and logical reasoning. TotalTrust's simple, intuitive design and affordable price make it a great choice for practitioners large and small. TotalTrust is available for free for 30 days. No obligations, no forms required. TotalTrust is a simple, comprehensive accounting software for Windows that allows for the creation of financial reports issued to fiduciaries for estates and trusts. Our standard system provides reporting for National Fiduciary Accounting Standards and Charges and Credits. State of Florida Capital Gains/Losses and other information. TotalTrust gives you greater flexibility in reporting. Use the custom reports feature to define your report. You can save report templates for future use.
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    PTO Genius Reviews
    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!
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    Sapience HCM Reviews

    Sapience HCM

    Cartel IT Solutions LLC

    Sapience HRMS provides a complete human resource and payroll management system. Modular design allows for maximum flexibility and customization. You can implement only the functionality that your company requires, from Hire to Retire. Sapience HRMS streamlines human resources management by capturing data at point of entry, applying business rules and automating transaction processing. Sapience HRMS is built on accurate and timely data. This is what makes for powerful reporting and analysis.