Alternatives to Transamerica Retirement Solutions
Compare Transamerica Retirement Solutions alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Transamerica Retirement Solutions in 2026. Compare features, ratings, user reviews, pricing, and more from Transamerica Retirement Solutions competitors and alternatives in order to make an informed decision for your business.
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1
QuickBooks Payroll
Intuit
Easily pay your team and access powerful tools, employee benefits, and supportive experts with the #1 online payroll service provider. Manage payroll and access HR and employee services in one place. Pay your team automatically once your payroll setup is complete. We'll calculate, file, and pay your payroll taxes automatically. Keep cash longer with free same-day direct deposit. Manage benefits and employee services from your payroll account. Keep cash longer with direct deposit. You’ll also have the flexibility to pay your team when you want with same-day direct deposit. Your time tracking data automatically flows into your account. You can approve timesheets, pay your team, and create invoices right from your phone. Free up valuable time and set your payroll to run automatically. If you turn on Auto Payroll, we’ll also send notifications to help you manage your account.Starting Price: $35 per user per month -
2
SurePayroll
SurePayroll
SurePayroll has been a leading provider of online payroll services to small businesses nationwide for over 20 years. As the first SaaS payroll company, SurePayroll has grown to become a household name in easy to use payroll, workers' compensation, 401(k) plans, and health insurance services, all backed by an award-winning, U.S.-based customer care team. Most recently, SurePayroll added HR services to its portfolio of solutions. By offering the additional flexibility of private-label and co-branded solutions, SurePayroll serves as a trusted partner to a diverse range of businesses and trusted advisors, including financial institutions and accountants.Starting Price: $19.99/user/month -
3
Paychex Flex
Paychex
Paychex Flex is an all-in-one HR software solution that you can build on as your business grows or changes. Use it to run payroll and integrate your HR administration, retirement, and insurance management with service the way you want it and our expert knowledge of the regulations that could affect your business. The more HR functions you bring to Paychex Flex, the more accuracy and efficiency you’ll gain. It can help you: • Recruit and track the best candidates • Streamline hiring and onboarding • Deliver key HR information through custom compliance documents, compensation summaries, performance reviews, company training, and more • Manage health insurance, including compliance support • Administer employee benefits • Track time and attendance data • Pay employees and file and pay your taxes • Plan for retirement, from testing, to real-time reports, and participant enrollment and management -
4
From easy plan management and unbiased investment choices to fiduciary services, simple plan setup and time-saving efficiencies, you can leverage benefits that make a difference with our retirement plan solutions. ADP is helping participants get retirement ready by putting meaningful tools in your employees hands so they can plan for retirement at their convenience. With a mobile enrollment experience that allows participants to enroll anytime, anywhere and features like the MyADP Retirement Snapshot calculator that allows participants to obtain an estimate of their retirement savings through a series of personalized questions, and targeted messaging that pushes important information to participants, we are always designing for you and your employees. Making the best possible investment choices for your plan is critical to its success.
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5
Ubiquity Retirement + Savings
Ubiquity Retirement + Savings
A 401(k) is a savings vehicle established by a business or self-employed person to help employees and business owners save for retirement as well as take advantage of the tax benefits provided to both the business owner and employees. The flexible features of a 401(k) can accommodate the needs of a broad range of retirement planning objectives. Each individual gets to choose how much of their pay will be deposited into their 401(k) account each pay period – before taxes are deducted and how those dollars will be invested. Many businesses choose to match a portion of the employees’ contributions, helping retirement savings grow even faster. In addition to providing financial security in retirement, saving in a 401(k) provides tax advantages for both the business owner and the employees, including tax deductions, tax-deferred earnings, and tax credits. For example, when an employee saves in a 401(k), their contribution is deducted from their paycheck before income taxes are withheld. -
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Shelton 401(k)
Shelton 401(k)
A 401(k) for your small business includes many pieces that all play a vital role in helping your employees plan for retirement. Shelton 401(k) specializes in providing retirement accounts designed for small businesses while making the process stress free for business owners. Shelton Capital Retirement Plan Services works closely with our clients to provide you with a reasonably priced, bundled solution that reduces complexity while producing optimal results for all stakeholders. We provide high quality, concierge-level 401(k) service and support to help your employees save for retirement, and to help make you look good. We are experienced service professionals that provide live and online personalized resources for you and your employees. Shelton 401(k) is part of a small privately held company, NOT an insurance company, NOT some big fund. We are administered by people, not by machines. -
7
401k Easy
401k Easy
Low cost 401k has NO 401k fees and NO "low" 401k fees "skimmed" from employees′ retirement savings and investments! Small business 401k has an unlimited selection of no-load funds, and commission-free trading of stocks and bonds using self-directed brokerage windows! IRS-approved 401k prototype plan customized to the needs of the small business owner, annual 5500-SF filing, and more! Providing owners of small businesses with quality low cost 401k plans for over 35 years with an iron-clad promise---NO 401k fees deducted or "skimmed" from 401k plan assets! Unlike other 401k providers, low cost and no fee 401k Easy never skims fees or commissions from employees′ 401k retirement savings. Employees keep 100% of all they earned and saved for their retirement. If your small business uses no fee 401k Easy, fees will never end up in the pockets of financial advisors or their 401k partners.Starting Price: $495 set up fee -
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Guideline
Guideline
The easy, affordable 401(k) for small business. Retirement plans done right We’re on a mission to help every small business offer a 401(k). And to help participants create a retirement they can look forward to. We sync with popular payroll providers, take care of plan administration, and offer low-cost mutual funds. And unlike many 401(k) providers, we don’t charge any additional fees on investments. How we're different. We do the administration, compliance testing, and recordkeeping to make your job easy. Fully bundled. We do the heavy lifting—from plan administration and employee onboarding, to compliance testing, government filing, and recordkeeping. Features. Predictable pricing. We charge one all-inclusive fee, starting at $39/mo + $8/mo per participating employee—without any added investment fees or setup fees. Pricing details. Full payroll integration. We are fully integrated with top payroll providers to automatically sync employee data and payroll deferrals -
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Betterment
Betterment
Betterment is a trusted digital investment platform designed to make building wealth and saving for retirement simple. It offers globally diversified portfolios managed with automated trading, rebalancing, and tax-loss harvesting technology, helping investors maximize returns while minimizing stress. Beyond investing, Betterment provides high-yield cash accounts with APYs significantly above the national average, plus FDIC insurance up to $2 million for peace of mind. For retirement, Betterment supports Traditional, Roth, and SEP IRAs, each offering distinct tax advantages to fit different financial situations. The platform also makes it easy to roll over old 401(k) plans into low-cost IRA accounts, helping clients reduce fees and consolidate assets. With Betterment’s personalized planning tools and expert guidance, individuals gain clarity and confidence in achieving long-term financial goals. -
10
AB401k
Americas Best 401k
A Modern 401(k) Without the Middlemen. If your current provider is on this list, we can likely reduce your fees by 40% or more. Send us your fee disclosure (also called a 408b2) from your existing provider. If you don’t know where to locate it, call us and we will direct you. Keep in mind that Department of Labor regularly requires plan sponsors to benchmark their plan so this will fulfill your fiduciary obligation. If the destination is a financially secure retirement, is your 401k on course? A member of our team will walk you through your complimentary “side-by-side” fee comparison so you can see the impact that higher fees will have on your account balance over time. Take action and make the switch to America’s Best 401k. There is no conversion fee and our team makes the conversion process painless. The quicker you make the change, the quicker your savings begin.Starting Price: $400 Quarterly -
11
Human Interest
Human Interest
Human Interest makes it easy and affordable to help your employees save for retirement. Through dozens of sneaky, shady fees, other 401(k) providers can take advantage of you and your employees. With us, you get affordable plans, low-cost funds, and absolutely no transaction fees. Your dashboard gives you a 360-degree view of your company plan, including employee participation and contribution reports. Employees can start saving in a few easy steps with our seamless onboarding and built-in investment advice. Human Interest takes the hassle out of managing your company’s 401(k): We sync to your payroll, process contributions, and handle all of your compliance testing and IRS paperwork. We offer Traditional and Roth 401(k)s, 403(b)s, Safe Harbor plans, and profit-sharing plans — we’ll help you figure out what’s right for you. Employers can customize matching and vesting options at no additional cost.Starting Price: $120 per month -
12
ShareBuilder 401k
ShareBuilder 401k
Our 401(k) plans are designed to lower the cost of retirement benefits to help you save more. Whether you’re a small business starting your first 401(k) plan or a larger business looking to save costs and increase your service, we’re here to serve you. Explore tax benefits and higher yearly contribution limits with a 401(k). Invest for less with our high-quality investment roster. Potentially lower taxes for yourself and your business. Offer a customized 401(k) plan - whether you’re self-employed or have 100 employees. Lower your taxes as you save for retirement. Leverage ShareBuilder Advisors' investment expertise and Customer Success Managers. If you have never offered a 401(k) plan for your business, know that a little online research can help you quickly circle in on what you will need from a 401(k) provider including services, pricing, and investments that can make all the difference. Here's information to help. -
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iTrustCapital
iTrustCapital
iTrustCapital was founded by industry leaders in the alternative investment IRA industry. iTrustCapital is the leading digital asset IRA trading platform that allows clients to directly buy and trade cryptocurrencies and physical gold in real-time through their retirement accounts. iTrustCapital’s revolutionary, IRS compliant investment platform eliminates the costly inefficiencies and outdated processes of previous IRA models, opening the door for investors to safely, simply, and legally move money from their retirement accounts into the Cryptocurrency and the physical Gold markets—at costs as much as 90% lower than other IRA companies. iTrustCapital’s goal is to empower 10 million investors to participate in the economic growth that a blockchain future holds. We are amazed at how many people are unaware of the benefits of IRAs.Starting Price: 1% Fee -
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401GO
401GO
Administering a 401(k) has never been easier. Busy-work, data-entry errors, and endless forms are virtually eliminated with our automated platform. Automation leads to efficiency and efficiency leads to savings. Your 401(k) will be the least costly and most preferred benefit! Spend less time and save more money. 401GO’s intuitive platform makes saving for retirement easier than ever. Rather than a simple shortlist of funds every user is offered a guided portfolio design, based on their risk tolerance and savings goals. We’ve streamlined plan design by keeping things simple and finding the key features that most businesses need. Get up and running in minutes, not weeks. Rather than wait until the end of the year when filings are due, we run continuous automated testing and compliance. We also handle the filings and ensure your plan is in compliance. Investments must be suitable for a 401(k) plan.Starting Price: $9 per user per month -
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Slavic401k
Slavic401k
Attract & retain top talent, and create a happier, more stable workforce by offering your employees a Slavic 401(k) plan. Happier employees stick with your business longer, ensuring you have the depth for your business to continue to scale. Weighing your options between your own independent 401(k) plan or participation in a Multiple Employer Plan (MEP)? Consider the $6,000 - $10,000 annual audit cost savings (an IRS requirement for businesses of 100+) afforded you by adopting an MEP plan. There is no individual audit requirement for your company inside an MEP. Also outsourcing the administration and Fiduciary responsibility to the MEP sponsor saves time and money. 401k compliance & testing issues can cause significant problems for you, the employer. If your plan is not administered correctly, you can be hit with fines & penalties that can cut into the bottom line of any business, and that can be crippling for a small business. -
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Ocho Solo 401k
Ocho
The Ocho Solo 401k gives business owners the biggest tax advantages of any retirement plan. Contribute up to $61,000 and invest in any asset class with tax-free compounding. We meticulously crafted Ocho to be the simplest, easiest solo 401k experience you’ll ever have. Create your account, make contributions, and invest your funds all in one place through our minimal, intuitive dashboard. Ocho is the easiest way to set up a solo 401k and start investing your money with tax-free compounding. You can open an account in under 10 minutes, and we take care of all paperwork and administration for you. No need to open separate bank and brokerage accounts – it can all be done through your Ocho account. Invest in traditional assets like stocks, mutual funds, and ETFs, or take full checkbook control and directly invest your money in alternative assets like real estate, crypto, and private equity.Starting Price: $299 per year -
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Due.com
Due.com
Know exactly how much money you will have going into your bank account each month. No tricks, no gimmicks. Simple retirement for the modern day human. Founded in 2015, Due began with an online invoicing platform that was designed to help freelancers and small business owners. Due has helped thousands of companies and freelancers get paid faster and increase their cash flow while offering a professional, branded approach to payment requests. After a year of operation and thousands of requests Due began to offer payment services to it’s customers. Due also offers a wide range of payment options, including eCash, eChecks and ACH, and domestic and international credit card process, as well as a digital wallet to store payment information and funds. Simple setirement metrics shows you how much money you will have monthly with the ability to withdraw your money in full at any point in time. Our annuity takes five minutes to signup and get started.Starting Price: $10 per month -
18
Pontera
Pontera
Bring more accounts together into a cohesive strategy. Pontera allows advisors to monitor and trade 401(k), 403(b), and other held-away accounts to ensure they are meeting their clients’ needs. Optimize tax strategies to grow client wealth. Advisors can allocate their clients’ investments across taxable and tax-deferred accounts more quickly and efficiently by using the Pontera platform. Pontera helps advisors show their clients more of what’s happening in their portfolios. Combined with their existing technology, Pontera enables advisors to offer more streamlined portfolio visibility for their clients. Provide stability by rebalancing and monitoring retirement accounts as needed, just like custodial accounts. Improve client satisfaction by maintaining control during volatile markets and improve long-term results. -
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The Retirement Analysis Kit (TRAK)
RetireReady Solutions
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people toward retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. Have you ever spent the time and effort to create a retirement plan for your clients, walked them through the plan only to see their eyes glaze over, and responded with “We’ll think about it”? In meetings like these, you are not connecting well with your clients.Starting Price: $500.00/year -
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ForUsAll
ForUsAll
Our technology, automation, and deep ERISA plan experience add up to a 401(k) that removes work and liability from your plate. Now, that’s a benefit. We automate manual tasks such as contributions, 401(k) loans, eligibility tracking, hardships, and notifications – so your team can focus on your business. Payroll problems are the worst. We run every payroll, for each employee, through 44 unique diagnostic checks to find and resolve issues – before they become issues. Keep track of your plan’s overall health, including audit-readiness, with a comprehensive dashboard that includes all critical plan documents. To keep your plate free of compliance risk, we provide full administrative and investment fiduciary protection (aka 3(16) and 3(38) fiduciary services). Our plan administrator reviews, signs, and submits your form 5500. We carry a $5M professional liability insurance policy for our ERISA fiduciary services. -
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TRAK
RetireReady
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. All-inclusive federal benefits calculations including FERS, CSRS, CSRS offset. Also includes TSP, FEGLI integration, and Federal long-term care. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. TRAK software helps advisors motivate their clients and engage their participants with solutions that simplify retirement planning. -
22
LearnLux
LearnLux
LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. -
23
Broad Financial
Broad Financial
A Self-Directed IRA, sometimes referred to as an “Alternative IRA”, “Self-Managed IRA,” or an “SDIRA”, is a retirement platform that allows the investor to diversify his or her savings beyond Wall Street, into real assets like real estate, private placements, and more. With the addition of a checkbook control feature, you gain the flexibility and freedom to invest your own wealth, in real-time, with no extra paperwork and no transaction fees. If you’re ready to diversify your savings out of volatile Wall Street stocks, bonds, and mutual funds, and you’re interested in driving your own retirement account, this is the account for you. You can diversify your retirement savings into numerous options beyond Wall Street, including real estate, private placements, and more. A stock market crash won’t decimate your retirement savings if you truly diversify and invest your money in more than one place. -
24
Savvly
Savvly
Savvly is an innovative retirement solution designed to provide lifelong financial security with simplicity and peace of mind. Its unique dual-account model ensures consistent income until age 80 and continued protection beyond, offering a reliable solution for those who fear outliving their savings. With a low entry cost starting under $150, Savvly makes financial security accessible for everyone, from go-getters and early adopters to those new to financial planning. Unlike traditional retirement plans that often fall short, Savvly is built to adapt to the realities of longer lifespans, offering a streamlined, “retirement in a box” experience. It empowers users to secure their financial future without complexity or high costs, making retirement planning simple, efficient, and effective. Whether you’re just starting to save or looking for a comprehensive retirement strategy, Savvly offers a stress-free, reliable path to lifelong financial security. -
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TimeTrex
TimeTrex
Rules can be automatically applied to specific employees or situations to automate all calculations, including overtime, premiums and multiple pay rates! Managers can remotely monitor and get up to the second reports regarding employee time and attendance, from anywhere at anytime. Eliminate waiting until the end of the pay period to review attendance records. Setup an unlimited number of accruals to automatically track employee vacations, sick days or banked time. Employees can also see their own accrual balances, eliminating time-consuming requests to human resources to lookup that information. Management has fine-grained control and tracking over where employees are able to punch in/out from, including down to the device and GEO fence level. Allocate time to jobs / tasks and track employee expenses while in the field. Handle employee skills / qualifications and process payroll with just a few clicks.Starting Price: $5 per month -
26
BitIRA
BitIRA
Every asset class carries its own set of advantages. The key to achieving your financial objectives and growing your wealth is understanding those advantages, and learning to balance your investments across a range of appropriate asset classes suited to your unique situation. Digital currencies are an entirely new asset class. And they offer a combination of benefits previously inaccessible under the umbrella of a single investment. Even better, new Digital IRAs (a type of self-directed IRA account) now allow Americans to leverage digital currencies as a retirement investment – adding a whole new dimension of benefits. No longer do you need to settle for the same selection of investments that are offered through most conventional IRAs and 401(k)s – such as stocks, bonds and mutual funds. Instead, with a Digital IRA, you can truly diversify your retirement savings beyond traditional assets and gain exposure to the enormous growth potential of digital currencies. -
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Vestwell
Vestwell
Flexible investments and plan design so you can build the right offering for today and make future changes needed as you grow. Modern, user-friendly interactions and experience. Transparent, competitive pricing so you and your employees always know what you're paying for. Full-service administrative capabilities including operations, servicing, and 3(38), 3(21), and/or 3(16) compliance. Work with or without an advisor to select the right plan for you and your employees. Provide the information needed to efficiently run and service your plan, all handled through our digital, interactive portal. We'll invite your employees to start saving... just upload your first payroll and census and we're off to the races! -
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WealthTrace
WealthTrace
Take the guesswork out of planning for retirement. WealthTrace gives the most accurate financial projections and allows you to monitor your investment holdings, performance, transactions, and fees. Don't leave your retirement up to chance. With WealthTrace, you can take control of your retirement and find out if you have the funds to retire comfortably, and what you can do to change your financial situation. Link all of your investment accounts so you can track and monitor your balances and holdings. Your accounts will update every day, allowing you to track performance, transactions, fund fees, investment balances, and more. Your data is safe and secure using the latest security measures. Watch financial projections change in real-time as you change your assumptions. Get instant feedback on changing savings rates, retirement dates, expenses, withdrawal orders, and many other assumptions. Easily find out your optimal withdrawal rate and how much you need to save for retirement.Starting Price: $229 per year -
29
ASC Defined Contribution / 401(k) System
Actuarial Systems Corporation - ASC
The ASC DC/401(k) administration system is continually updated for all legislative changes. It offers flexible eligibility calculations, an easy data import wizard and comprehensive data checks. It provides for multiple funds and sources, using dollar or share accounting. The ASC full Compliance Testing System is also included. Reports can be generated using the standard reports included with the ASC System, or can be customized using the ASC Reporter, which allows a user to create custom reports. Built in budget solving routines for new comparability, super integrated, age-weighted and sole proprietor/partnership plans. Calculates various employer contributions for 401(k) and other defined contribution plans. Performs extensive employee data validation in one step including ability for custom data validation formulas. Fully updated for all legislative changes. -
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hrMecca
hrMecca
Track participant data, interface with payroll and HRIS systems, calculate benefits, produce worksheets & retirement packets and provide an employee self-service site that allows participants to review their pension data as well as model their retirement benefits. Provides HR administration capabilities to payroll providers to augment their payroll offering. Includes real-time bi-directional data exchange through a RESTFul API with their payroll database. Track the vaccination and testing status of employees and store documents with proof of vaccine/tests. Robust reporting across the user base. Automated notifications as well as a self-service portal. All of our clients are running on the current version of our core application which allows our implementation teams to create robust applications that are proven and reliable in both the public and private sectors. -
31
Bitwage
Bitwage
We create solutions for remote workers looking for work and to optimally receive their wages. We offer unique jobs, flexible distributions, reduced payroll costs and increased fulfillment speeds. Receive a portion of your wage in digital assets. Faster, cheaper international invoices with direct bank and wallet deposits. International people who want to get paid in digital assets for their invoices. Companies who want to offer unique digital asset benefits for their employees. International companies who want to pay employees and freelancers faster and cheaper. Companies looking for innovative HR services. Bitwage constantly analyzes all the mechanisms to distribute wages across borders, comparing traditional systems such as bank wires with new international gateways, such as XBT and XRapid protocols. Through this fully encompassing approach, Bitwage radically reduces the cost of paying workers, freelancers and outsourcing firms across borders.Starting Price: $7.99 per month -
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Nauma
Smartine Inc.
Nauma is a financial planning platform built for tech professionals and their families—helping them navigate equity compensation, concentrated stock positions, high taxes, and complex portfolios spread across multiple accounts. Unlike traditional advisors who charge high fees based on Assets Under Management (AUM), Nauma delivers fiduciary-quality guidance through technology, at a fraction of the cost. The name itself, “Nauma” (“No AUM”), reflects the company’s mission to eliminate biased, asset-preserving models and empower people to plan on their own terms. With Nauma, users can model major life decisions—such as taking a sabbatical, buying a home, or retiring early—understand the tax implications of RSUs and capital gains, and see their entire financial picture in one place. Alongside advanced planning tools, Nauma offers live Q&A sessions and a supportive community of peers facing similar challenges.Starting Price: $200/year -
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Keystone by Smart
Smart
Through Keystone by Smart, we offer a platform for governments (national or regional), banks, pension providers, asset managers, trade associations, and affinity groups. These are enterprise solutions, which can be completely customized for your business and your marketplace. Keystone by Smart is the first global, cloud-native, workplace retirement savings platform. We are now ‘live’ on four continents, helping over a million savers plan for retirement, and spend in retirement, in partnership with some of the best-known financial institutions in the world. A single global retirement technology platform that allows financial services organizations and governments to deliver for the needs of their customers and their citizens and can be adapted to changes in legislation today or in five years’ time. It enables everything from apps and web-based tools for employers and employees to full data migrations, allowing our partners to move or consolidate hundreds of thousands of accounts. -
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LifeWorks
Morneau Shepell
LifeWorks is a world leader in digital and in-person solutions that support the total wellbeing of individuals. We deliver a personalized continuum of care that helps our clients improve the lives of their people and by doing so, improve their business. Throughout our history, LifeWorks (formerly Morneau Shepell) has supported employees' health, productivity, and financial security. We provide wellbeing, administrative, health and productivity, and retirement solutions. We are proud of our depth of expertise and experience in workplace mental health, actuarial and retirement solutions, HR and communications strategy, and absence and disability management. As a thought leader, we continuously research workplace trends and realities that affect employee wellbeing, and share our insights with our clients to support their people. -
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Congruent CORE Platform
Congruent Solutions
Congruent's CORE suite of solutions are cloud-based self-servicing platform that helps retirement plan providers and TPAs to manage, administer, and maintain plans effectively. With industry-leading capabilities and technology, our platform will ensure that the plan provider stays ahead of the game. Contact us to know more about our products. Understanding whether or not participants are eligible to enroll in your plan is complex and requires analysis of data across types, kinds and locations. That’s where the CORE Eligibility & Enrollment Solution comes in. With over a decade of experience in the US retirement planning industry, Congruent Solutions is well placed to deliver great and targeted solutions that work. Analyze multiple data types submitted and stored in different formats and locations using a single platform. -
36
Alto CryptoIRA
Alto
Meet the tax-free way to invest in crypto. With a CryptoIRA, you can use your retirement savings to buy, sell, and trade directly through Coinbase. Who knows, the currency of the future might just shape yours. Open a CryptoIRA. It's fast, easy, and 100% online. Every IRA has a tax advantage. Choose from traditional, Roth, or SEP. Contribute cash from your bank or transfer funds from an existing retirement account. Trade crypto, more than 90 available, on the Coinbase exchange directly in your Alto portal. Alto connects directly with Coinbase, no LLC required, so you can buy, sell, and trade crypto using your retirement savings. With 24/7 real-time trading and $10 investment minimums, it’s also incredibly easy to get started. We even offer a free concierge service to help walk you through setting up and funding your account. We don’t charge any account maintenance or setup fees, and will never require an account minimum.Starting Price: $10 per month -
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Plootus
Plootus
Plootus is an AI-powered financial planning platform that helps users manage their finances and optimize retirement accounts such as 401(k), 403(b), 457, and TSP plans. The platform provides tools to track financial accounts, analyze spending, and receive personalized investment insights designed to reduce hidden fees and improve long-term retirement outcomes. By linking multiple bank, credit card, and investment accounts into one dashboard, Plootus gives users a complete view of their financial health while helping them make smarter decisions about saving and retirement planning. -
38
Hire2Retire
RoboMQ
RoboMQ’s Hire2Retire is a comprehensive workforce lifecycle management solution that manages the entire JML lifecycle events, such as hiring, department transfers, terminations, and long-term leaves. It is an Identity and Access Management platform that synchronizes HR with IT infrastructure, including Active Directory (AD), Okta, and Google Workspace. Hire2Retire enables organisations to effectively manage employee access and privileges throughout their work cycle. Hire2Retire integrates with 27 HR and ATS systems, identity providers (IdP) like Active Directory, Entra ID, Okta, and Google Workspace, along with 10+ leading Service Management platforms like ServiceNow, Salesforce, SolarWinds, and FreshService.Starting Price: $5/month/employee -
39
H2R.ai
H2R.ai
H2R.ai is redefining the future of talent management. Leveraging cutting-edge AI, our Hire-to-Retire platform unlocks unprecedented insights, empowering companies to make data-driven decisions throughout every stage of the employee lifecycle. From recruitment to retirement, we revolutionize HR with a precision that transforms workforce potential into a strategic advantage. Do a lot more with H2R.ai: - Recruiting - Onboarding - Regional Configuration - E-signature - Proficiency Levels - Projects & Attendance - Access Levels - Reports - Grievance Management - Asset Management - Time Off Experience the power of H2R.ai, the all-in-one employee lifecycle management solution that supports all your organizational needs. Take the leap towards enhanced productivity and streamlined processes.Starting Price: $6/user/month -
40
IRA Financial Trust
IRA Financial Trust
With a self-directed solution, you can invest in almost anything and the income generated from those investments is tax free. At IRA Financial, our in-house tax and ERISA professionals will guide you through establishing a self-directed retirement account and ensure it always remains compliant. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee. A supplemental forms section has been built into the app so that clients may electronically sign forms to execute common account transactions, all without ever having to deal with physically signing or handling a paper form. We will be expanding this section with further releases of the app. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee. -
41
Milliman MARC
Milliman
The Milliman Actuarial Retirement Calculator is a comprehensive pension administration system designed to facilitate accurate and efficient management of defined benefit plans. Developed in 1991 by a team of experienced Milliman actuaries, retirement plan consultants, web developers, and IT professionals, MARC offers a robust platform that calculates pension benefits and stores all necessary data for plan administration. Its flexible architecture supports various plan types with fully customizable calculations, reports, forms, data, web pages, and workflow processes. MARC enhances participant engagement through a user-friendly website that allows employees to view personal data, perform self-service functions such as adding beneficiaries, uploading or downloading forms and documents, contact plan sponsors, run pension estimates, and conduct total retirement modeling. -
42
Heywood Engage
Heywood
Heywood Engage offers pension schemes an intuitive online portal designed specifically for members, enabling secure, confident, and effortless access to vital retirement information. It presents retirement status, projected income, and goals in clear language, turning complex pension data into an accessible story. Heywood Engage supports tools for planning one’s retirement journey, employs plain language and proven storytelling techniques to reduce support queries, and gives plan analytics on member interaction. Built-in security features include electronic identity verification, SMS multi-factor authentication, and full compliance with accessibility standards (WCAG 2.1 Level AA/ADA), so all users can engage. The experience is highly user-centric: navigation is intuitive, personalized data-driven communication helps users make informed decisions, and the administrative burden on plan providers is reduced by minimizing inbound queries and automating member tasks. -
43
Sapience HCM
Sapience Technology LLC
Sapience HCM is a comprehensive human resource and payroll management solution (HRMS). Its Modular structure allows maximum flexibility and customization and you can implement only the functionality required by your organization from Hire to Retire. Sapience HRMS streamlines human resource management by capturing data at the point of entry, applying your business rules and automating transaction processing. Accurate and timely data is the foundation to powerful reporting and analysis in Sapience HRMS. Sapience HCM empowers your employees and creates efficiencies in your processes. From hire to retire, it supports productivity, enables intelligent reporting and, most importantly, makes your people feel appreciated for the work they do.Starting Price: $5/Employee/Month -
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Planswell
Planswell
Planswell provides a free, web-based financial planning engine that delivers personalized retirement, debt, investment, and insurance strategies in about three minutes. By inputting current savings, contribution levels, desired retirement age, and risk tolerance, its engine forecasts total nest‐egg growth, designs an optimized lifelong drawdown plan, and allocates funds across account types to minimize taxes and maximize savings. It aggregates existing debts, recommends consolidation at the lowest available interest rates to improve cash flow, and calculates insurance needs to protect income in the event of death or critical illness. It offers interactive dashboards, scenario‑driven calculators (including budgeting, child affordability, and insurance/investment needs), and detailed, exportable reports, all accessible through a secure online interface. Users can opt for a free review with a local financial advisor without sharing highly sensitive information. -
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Inspirus
Sodexo
Honor employee service anniversaries and retirements by offering meaningful awards from our curated collection. Interested in service anniversary and retirement only? With Inspirus Celebrates, you get everything you need to easily implement personalized programs that are cost-effective in as little as three weeks. Inspirus Connects offers a central location where employees can connect, recognize and celebrate their colleagues and peers for service anniversaries and milestones, shop for rewards, and stay up to date on company communications, news, events and initiatives. It combines both physical and digital elements to provide a collaborative space where employees feel valued and connected to their organizations. Our passion for exceptional customer service has made Inspirus a trusted partner of choice among a growing roster of esteemed organizations across the United States. -
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H2RS
HONO
At HONO, we believe in delivering the extra smile to people. HONO is committed to enabling employees through technology and services by providing innovative and simplified Human Resource Solutions to improve their productivity and happiness index. Because happy people work best. What HONO does? Takes your workplace productivity to a whole new level We are a leading, experienced provider of HR solutions and services in Hire to Retire space with a focus on digitization and employee insights. We offer customization of employee life-cycle solutions which allow pulse check in every transaction through employee life cycle and ad-hoc! Our predictive algorithms based on Artificial Intelligence result in enhancing employee engagement and productivity. It aides informed decision-making system through real-time analytics and conclusive dashboards. A Hire to Retire solution that enables Employees to manage their work life, Team Managers to manage business outcomes. -
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A paystub is a document given to an employee that breaks down the details of their salary. They are also known as paychecks, paychecks, pay stubs, paystubs, check stubs. In addition to being proof of income, a paystub also outlines withheld taxes, social security, health insurance and retirement funds and can be sent physically or digitally. Drive traffic and increase sales when customers scan your printed or digital code. Create custom invoices and send them directly to your clients or customers. The key difference between employee and independent contractor paystubs is that for an independent contractor, the employer should not take deductions or taxes out of the payment. Contractors are responsible for paying their own taxes, health care and other things.Starting Price: Free
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Standard Life
Standard Life
Imagine a simple solution that offers your business a smarter way of working, enhanced employee benefit packages and much more. Standard Life can help you make this a reality today, thanks to our integrated solution. An integrated solution is where Standard Life works in collaboration with you to create a single suite of solutions for your business needs. This could help take care of your workplace pension, design a total reward and benefits strategy, or offer your employees access to our financial wellness and planning service, savings solutions and retirement products. Get a reward package that could give you a competitive hiring and employee retention advantage, while offering your employees engaging rewards and support. This could include voluntary benefits, attractive rewards and financial wellness support. -
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SmartDollar
Ramsey
Employees living paycheck to paycheck is hurting your business. Stop the cycle with SmartDollar, Dave Ramsey's employee financial wellness program. SmartDollar is an employee financial wellness program from Dave Ramsey. Following the 7 Baby Steps, your employees will learn how to stick to a budget, get out of debt, save for the future, and retire with confidence. SmartDollar includes engaging content and a full set of tools to help your employees make actual progress with money, not just live paycheck to paycheck. By focusing on one goal at a time, employees get quick wins and build momentum to move through the plan and make lasting changes. You’ll get a dedicated client service representative to help you roll out SmartDollar to your employees, a personalized client portal called SmartCenter to track your employees’ progress, and tailored promotional materials and contests to help you increase participation. -
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Munshify HRMS
eReleGo Technologies
Introducing the cutting-edge Human Resource Management System (HRMS) that revolutionizes your organization’s approach to managing its greatest asset – its workforce. Our advanced Munshify HRMS Software is crafted to optimize human resource management, seamlessly navigating the entire employee lifecycle from recruitment to retirement. With a focus on efficiency, compliance, and enhancing employee satisfaction, our comprehensive solution sets a new standard in HR management for your organization.
