Alternatives to Ubiquity Retirement + Savings
Compare Ubiquity Retirement + Savings alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Ubiquity Retirement + Savings in 2026. Compare features, ratings, user reviews, pricing, and more from Ubiquity Retirement + Savings 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
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 -
3
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. -
4
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. -
5
Transamerica Retirement Solutions
Transamerica
We focus all of our expertise and resources on one critical mission: to help people save and invest wisely to live the life they want. How? By making it easier for organizations to extend valuable benefit programs to their employees. Not only do we streamline administrative responsibilities and ease fiduciary obligations, we make it more attractive for employees to take full advantage of all the program has to offer. We are dedicated to helping participants achieve a funded retirement. Leveraging proven approaches and innovative tools, we try to motivate them to enroll early, to save more, and to diversify easily. And throughout retirement, we provide resources that allow them to manage their retirement income. -
6
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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7
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 -
8
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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9
Paystub Generator
B TO J PTY
Paystub Generator will help you generate paystubs whenever you want. Details of the gross wages for the pay period, deductions such as retirement plan, pension contributions, insurances, garnishments, or charitable contributions, and it helps with taxes.Starting Price: Free -
10
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. -
11
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 -
12
Accura Employee H/R Portal
Accura Software
Allows your employees to access and update their personal information using a web browser. Employees can review their own payroll, deductions, benefits, skills, and other H/R information any time. The Employee Payroll feature allows employees to login securely to review checks they have been issued, taxes withheld, 401(k) retirement plan, miscellaneous deductions, and other payroll related information. The Employee H/R feature Allows employees to login and edit skills, medical, address, dependents and other H/R related information. Before considering the implementation of new software you must define your basic needs and objectives. Accura Applications is typically installed on the server, client workstations do not require any software to be installed. This configuration eliminates maintenance and allows new computers to be added to the system without any additional maintenance costs. Installation is usually performed remotely without requiring an on-site visit. -
13
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 -
14
PY Payroll
EmpowerFinancials
Unlimited number of pay types including regular, hourly, salary, overtime, etc. Effective on/off date for pay rates. Limits by pay period and/or YTD. Deductions. Unlimited number of deductions per employee. Vary the frequency of each deduction as monthly, annual, pay period, quarterly, etc. Limits by pay period, YTD, and LTD. Calculate and collect arrearages. Direct deposit any deduction. Retirement Plans. Employer paid. 401K and 403B plans. Support all federal, state, and local taxes. Support Social Security and MDC. Calculate FUTA and state unemployment. Table driven definition for entitlement accruals such as vacation, holidays, floaters, and other excused leaves. Employees are automatically enrolled based on eligibility by seniority and/or hire date. Complete audit trail of accrued and time taken LTD. Table driven setup for all benefit plans including medical, dental, insurance, etc. Automatically calculate employer paid benefits. -
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PayCheck Stub Online
PayCheck Stub Online
Also known as a salary check stub, payroll slip or PayStub, is a document that accompanies an employee’s paycheck. It provides a detailed breakdown of the employee’s earnings and deductions, including their gross pay, taxes, insurance, and other deductions. Pay stubs serve as proof of income and can be used for tax purposes, mortgage applications, and other financial transactions. This is the total amount of money an employee earned before taxes and other deductions were taken out. This section includes federal, state, and local taxes, as well as any other deductions that may have been taken from the employee’s pay, such as insurance or 401(k) contributions. This is the final amount of money an employee receives after all deductions have been taken from their pay. This is the total amount of money you earned before taxes and other deductions were taken out.Starting Price: $7.95 per 1 stub -
16
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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Shopify Pay Stub Generator
Shopify
Shopify's free online Pay Stub Generator allows you to create professional pay stubs for your employees or, if you're self-employed, yourself. Our tool will generate a detailed pay stub after you type in the relevant information. A pay stub, also known as a paycheck stub or a pay slip, is documented proof an employer gives to their employee that provides detailed information about their wages or salary. As a part of the payroll process, it serves as a record of earnings and deductions. Pay stubs provide employees with a breakdown of their earnings and deductions for each pay period. They are essential for understanding one's income, ensuring correct payment, and addressing any discrepancies. They are often used as proof of income when applying for loans or an apartment rental.Starting Price: $14 per month -
18
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 -
19
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 -
20
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 -
21
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. -
22
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 -
23
PaySoftR
SoftR InfoTech
Payroll Software in Pune, Payroll Software in Mumbai, Payroll Software Development. Payroll software is a technology that aims to streamline and automate the process of paying a company's employees. The sum total of all compensation that a business must pay to its employees for a set period of time or on a given date. Payroll is usually managed by the accounting department of a business. Small-business payrolls may be handled directly by the owner or an associate. Payroll can also refer to the list of employees of a business and the amount of compensation that is due to each of them. Payroll is a major expense for most businesses and is almost always deductible as such. In a company, payroll is the sum of all financial records of salaries for an employee, wages, bonuses and deductions. In accounting, payroll refers to the amount paid to employees for services they provided during a certain period of time. Payroll plays a major role in a company for several reasons.Starting Price: $250 one-time payment -
24
FlyFin
FlyFin
For freelancers, self-employed, and business owners, CPAs file your taxes from start to finish, 5x cheaper. A.I. scans for all possible tax deductions. Simply connect all your expense accounts & FlyFin eliminates 95% of your work. FlyFin is a consumer startup focused on automating the financial lives of US consumers. AI can answer your tax filing questions, our tax team members are experts in all aspects of US & international taxes. They ensure 100% accurate tax review and preparation. A dedicated CPA will review every deduction and suggest tax-saving strategies for you. Find every tax deduction in minutes. Accept or reject deductions, or ask a CPA. Quarterly tax estimator based on your deductions & income. An expert CPA reviews everything & files your taxes. Ask unlimited tax questions to a CPA anytime and automatically track your finances. You can export the tax summary for IRS form 1040 in Excel format if you wish. -
25
Paystubsnow
Paystubsnow
In just a couple of easy steps, you can create your very own accounting documents and have them sent right to your email. We use the most recent and accurate information available so that you can have full confidence in our documents. We make creating paystubs online easy for you. Create accurate documents in just a few minutes and have them delivered to your inbox right away. A paystub, also referred to as a paycheck stub or check stub, is a crucial document that provides comprehensive details about an employee's earnings and deductions for a specific pay period. It is commonly issued by employers along with paychecks or direct deposit notifications. Pay stubs serve as valuable records of an employee's compensation and find utility in verifying income, calculating taxes, and monitoring deductions.Starting Price: $8.99 per paystub -
26
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 -
27
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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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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Hurdlr
Hurdlr
Hurdlr is a business expense and mileage tracker built for self-employed entrepreneurs, freelancers, and the gig economy. Enable auto-mileage tracking to effortlessly capture tax-deductible business mileage, and link your bank or card to import potential expense deductions. Hurdlr also estimates your self-employment taxes in real time, so you know your true bottom line and when payments are due. On average, people find over $5600 in tax deductions, and to date Hurdlr has helped users track $8B in finances and save over $300M in taxes.Starting Price: Free -
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Super
Super
Superworks is a cloud-based, all-in-one workforce management platform designed to streamline the full employee lifecycle from recruitment through retirement. It offers modules including ATS for job-posting and candidate tracking, HRMS for centralizing employee profiles and automating profile updates, payroll automation including compliance and bonus/deduction calculations, performance management with goal-setting, feedback, and reviews, time- and activity-tracking for improved productivity, and field-force dispatch for mobile teams. It also includes built-in internal chat and collaboration tools, asset- and project-management modules, survey tools for employee feedback, and dashboards to monitor HR metrics, payroll status, and resource utilisation. Superworks emphasises multi-location and multi-company support, and seamless mobile access via iOS and Android apps so employees and managers can engage from anywhere.Starting Price: $15 per month -
31
Amplify HR
Amplify HR
Amplify HR is a leading Professional Employer Organization (PEO) that handles all administrative aspects of running a business, allowing clients to focus on growth. Their comprehensive solutions include payroll administration, benefits management, HR and retirement services, and risk management and compliance. Amplify's cloud-based technology platform provides easy access to payroll information, benefit deductions, and time clock data. Clients benefit from strategic practices that positively impact the bottom line, administrative relief through tailored guidance, cost containment, enhanced employee engagement, and shared responsibility for work-related risks. The company is committed to ensuring 100% client satisfaction with all products and services. You profit by sharing the many work-related risks and responsibilities. Broaden your HR products and services to improve company culture. -
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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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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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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. -
35
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. -
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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 -
37
PTO Genius
PTO Genius
You’re not getting the most from your PTO benefit. Increase employee happiness, retention, peace of mind and engagement by allowing your employees to do more with their time. 78% of employees live paycheck-to-paycheck and 41% cannot afford a $2,000 emergency. Employees can easily tap into accrued PTO to cover unplanned financial emergencies. Employees can fund their Retirement, invest in their child’s 529 College Savings or pay down Student Loans, all with their accrued PTO. 68% of employees feel refreshed and more productive after time off. PTO Genius proactively surfaces company-friendly opportunities for employees to get away and makes it easy to convert extra PTO into cash to fund vacations The Genius Team is with you every step of the way! We help you understand the robust features and benefits for your company, customize the platform to fit your needs, and guide the launch experience, all in a matter of days! -
38
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. -
39
Lettuce
Lettuce
Lettuce is a full-service financial system built for businesses of one that automates bookkeeping, tax strategy, and entity formation so you don’t have to manage multiple platforms or spreadsheets. It handles setting up your business (LLC and S-Corp election), provides you with a dedicated business bank account and debit card, and, as payments come in, it automatically distributes income into payroll, expenses, tax withholding, and profits in real time. The system links directly with your bank and credit inputs to categorize transactions and give you a live dashboard of what you’re keeping, while a built-in AI and support team provide expert guidance and tax-savings insights year-round. On a quarterly and annual basis, Lettuce estimates and pays your business taxes, files your S-Corp returns, and recommends deductions and retirement options tailored to your solo business structure.Starting Price: $99 per month -
40
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. -
41
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. -
42
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 -
43
CheckMark Payroll
CheckMark
Say hello to CheckMark Payroll, the stress-free way to manage all your payroll processes. Automate your payroll, save time so you can concentrate on growing your business. Pay your employees on time and accurately, increase employee morale and avoid costly penalties. Automate tedious tasks by integrating with popular accounting and timekeeping solutions and make the payroll process much simpler. We monitor and update our software regularly to ensure accuracy and compliance with the IRS. Constantly updated payroll software ensures accuracy and peace of mind. Pay your employees on time and accurately, increase employee morale and avoid costly penalties. Review your payroll, include any incomes and deductions and save each employee individually or all at once. Engineered for small businesses, CheckMark Payroll software for Macintosh and Windows is a comprehensive solution for small business owners, accountants, and payroll professionals.Starting Price: $429.00/one-time -
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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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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 -
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Benefitbay
Benefitbay
Benefitbay leverages an all-new benefit option called ICHRA, which allows employers to reimburse employees for individual health plans while maintaining the tax advantages of a group insurance policy. Benefitbay gives employees the purchasing power to buy the best benefits to meet their own specific needs. We’ve zeroed in on the key features of ICHRA and built a platform focused on simplicity, compliance, smooth deployment, savings, and support. Arrange employees into approved classes like location, salaried vs. hourly, and age. Set your budget and assign a strategic contribution for each class. Employees are guided through simple shopping & enrollment. They can select any individual plan available to them in their location, on or off exchange. Advanced Reimbursement Accounts (ARC) are funded for automatic monthly premium payments. Pre-tax payroll deductions are set up for off-exchange plans & all plan documents are created. -
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PaySlip Maker
DECODATION
Whether you're an employee, freelancer, or small business owner, our app simplifies the process of generating professional pay stubs. With intuitive features and customizable templates, you can swiftly input pay period details, employee information, and tax deductions, resulting in comprehensive and error-free pay stubs. Access a range of sleek and customizable paystub templates to suit your organization's. Benefit from our advanced algorithms that ensure 100% accurate tax calculations, saving you time and preventing errors. Print, download, send pay stubs by text message, or email them directly to your employees or contractors effortlessly. Make any necessary amendments to your pay stubs at no additional cost, ensuring accuracy and compliance. Clearly outline the details of gross wages earned during the specified pay period. -
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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. -
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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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SAFE Workplace Financial Wellness
SAFE Credit Union
The health and vitality of your organization depend on your valued employees. With that in mind, we offer a customizable employer program with a suite of solutions designed to minimize financial distraction while improving your employees’ financial health at no cost to you. Americans increasingly are anxious about their financial lives. They are concerned about saving for retirement, financing college education, debt, and tackling medical expenses. All that worry or financial distraction contributes to productivity losses, increased absences, healthcare claims, higher turnover, and more. Investing in employees' financial health is as critical as investing in their physical health especially when you consider the two correlate. Case in point, employees with high financial stress are twice as likely to report poor health overall and more than four times as likely to suffer from headaches, depression, or other ailments.
