Top PENFAX Alternatives

Presenting the only modern, cloud-based solution designed specifically for unions. Our extensive offering includes two highly customizable systems aimed at managing union operations and benefits administration, effortlessly connected to a state-of-the-art website and secure member portal. We have transformed the industry by developing an integrated system for growing unions, freeing you from the hassle of excessive paperwork, cumbersome communication, and the difficulties of juggling multiple platforms, thereby alleviating administrative burdens. Enjoy a seamless transition as we implement your union's specific processes, regulations, and bargaining agreements, allowing you to focus on what truly counts – your members. Our platform features a contemporary user interface that removes ambiguity and confusion. In contrast to generic solutions, we customize the system to fit your unique workflows and procedures precisely. Whether you are processing dues, entering remittances, handling grievances, facilitating communications through email and text, dispatching jobs, or managing member records, our Union Management platform is equipped to meet your needs. Additionally, for those interested in advanced union Benefits Administration, we invite you to discover our specialized Pension Reporting System, which is designed to streamline and enhance your benefits management. With our comprehensive solutions, unions can efficiently operate and thrive in today's dynamic environment.

Workterra is a highly adaptable and user-friendly benefits administration and enrollment platform designed to streamline the increasingly intricate landscape of benefits for both HR professionals and employees. Its exceptional flexibility, powerful reporting features, and user-friendly interface make it the preferred choice for top employers, brokers, and carriers alike. Beyond its state-of-the-art technology, Workterra provides an extensive range of administrative services tailored to meet all client benefit requirements. This includes support for ACA reporting, FSA/HSA & Commuter Benefits, COBRA & Retiree Administration, Consolidated Billing, QMCSO, EOI Processing, Call Center Services, and much more, ensuring a comprehensive solution for managing employee benefits effectively. Additionally, Workterra's commitment to innovation continues to enhance the user experience, making it a go-to platform in the benefits administration space.

MyEnroll360 provides a seamless and user-friendly experience for both employers and employees through its advanced features and integrated system. For HR administrators, the MyEnroll360 platform simplifies the management of human resources and benefits. The platform includes easy-to-use tools that help manage employee data, monitor benefit distribution, handle new hires, and more, all while offering dedicated support for administrative tasks. Catering to users of varying expertise, MyEnroll360 ensures a hassle-free enrollment experience for employees and offers round-the-clock access to a user-friendly self-service portal that consolidates benefits and cost information, all backed by a responsive customer support team. By eliminating the necessity for multiple systems, MyEnroll360 addresses data inconsistencies and makes manual processes a thing of the past. With automated eligibility rules and a centralized database for all services, the platform ensures precise transactions and compliance. Supported by a team of in-house software development specialists, MyEnroll360 is regularly enhanced to adapt to evolving regulations and operational needs. Furthermore, MyEnroll360’s scalable and flexible technology is designed to accommodate clients of any size, promoting efficiency and growth across diverse organizations.

Transform your workforce by leveraging cloud-based human capital management solutions that enhance employee engagement, streamline operations, and boost overall efficiency. Quickly pinpoint, attract, recruit, reward, and cultivate exceptional talent to guarantee your organization's success. Ensure that payroll is always up-to-date and accessible in real-time, which facilitates effective oversight and management. Provide each team member with data-driven insights that empower them to make swift and informed decisions. Take your human capital management practices to unprecedented levels of excellence. By simplifying both payroll and HR administration, you can allocate more resources to essential business goals rather than being overwhelmed by administrative duties. Automate your personnel and payment processes to conserve precious time and reduce dependence on outdated, paper-based systems. Offer employees self-service access to payroll, HR, and benefits information, allowing them greater control over their personal data. Seek support in navigating compliance complexities to guarantee timely and accurate payroll and tax filings. In a world with a rapidly evolving global workforce, make compliance with various regulations across different regions more straightforward while also following your organization’s internal guidelines. By implementing these strategies, your organization can flourish amidst the challenges of a complex and ever-changing business landscape, ensuring long-term sustainability and growth.

WorkforceHub is an ideal small business tool that is both immediately beneficial and exceptionally user-friendly for time tracking, scheduling, and hiring. As your organization expands, it continues to offer essential features tailored for small business employers. This solution is crafted specifically with the needs of small businesses in mind, ensuring it is both affordable and practical. Employees enjoy enhanced experiences through features like self-service options and PTO tracking, which contribute positively to their work environment. By facilitating the tracking of applicants and efficiently onboarding new hires, it aids in the development of high-performing teams. Furthermore, it simplifies workforce management with seamless features for time and attendance, employee scheduling, and geofencing, among others. WorkforceHub’s ability to integrate with existing systems means that it can evolve alongside your business, adding new functionalities as needed. Its flexible and empowering design ensures that businesses can adapt and grow without unnecessary complications. In this way, WorkforceHub paves the way for efficient management and a more engaged workforce.

PensionGold® software is recognized as the leading-edge and advanced solution available for pension administration today. Designed with contemporary web technologies in mind, it functions as a browser-based tool for retirement management, boasting an extensive suite of features tailored specifically to defined benefit pension plans. This all-encompassing software is the result of insights and expertise accumulated over three decades in the industry. With a design that is both configurable and scalable, PensionGold is built on our proprietary Enterprise Solutions Foundation (ESF) platform. The ESF utilizes a multi-tiered, service-oriented architecture (SOA) that not only amplifies the capabilities of PensionGold’s diverse features but also provides users with tools for design-time configuration, enabling them to readily adapt to their changing business requirements. By adopting this cutting-edge approach, we empower our clients to effectively manage and modify their pension plans in response to shifts in their operational environments, ensuring they remain agile and responsive.

The Pension Administration System features a calculation engine, a data management application, a tool for generating reports, and a development platform designed for plan sponsors, third-party administrators, and benefits consultants. Its purpose is to effectively model complex benefit plans through parameter definitions, predefined business objects, and entry points that adhere to established protocols, all customized to meet distinct benefit administration requirements. Implementing an N-tier architecture, the system divides the application into multiple layers, promoting a modular design that supports scalability and enables rapid, cost-effective integration with existing client infrastructures. Moreover, the Pension Administration System is crafted to simplify all pension administration functions without necessitating intricate coding. In addition to these features, the system provides a range of functionalities aimed at improving usability and efficiency for its users. This comprehensive setup ensures that organizations can manage their pension tasks seamlessly while maintaining high levels of productivity. Furthermore, below is an extensive overview of some of the processes offered within the system.

Avenu Insights & Analytics introduces CPAS (Clearview Pension Administration Solution), a comprehensive web-based platform designed to improve the oversight of retirement plans for a variety of entities, including governmental bodies, unions, third-party administrators, and financial institutions. With a rich history of over 35 years and implementations across four continents, CPAS accommodates a wide range of pension frameworks, such as defined benefits, defined contributions, hybrid schemes, and health and welfare administration. The system features an array of integrated administrative tools, streamlined business processes, intuitive self-service portals, and powerful data management capabilities, allowing administrators to obtain a holistic view of member data and deliver exceptional service. Users benefit from secure, customized self-service portals equipped with resources for retirement modeling, planning, and calculations, which enable them to prepare proactively for their financial futures. Furthermore, CPAS is built to be both scalable and flexible, meeting the unique demands of organizations of any size. This adaptability guarantees that all users can customize the system according to their specific needs, ultimately enhancing user experience and operational efficiency. The continuous evolution of CPAS ensures it remains at the forefront of pension administration technology.

Sagitec provides a diverse array of cutting-edge software solutions, such as Neospin™, which is a thorough browser-based system aimed at streamlining the management of pension benefits effectively. In addition, Sagitec Neosurance™ offers a fully integrated platform to manage unemployment insurance, disability insurance, and paid family leave, all accessible via a user-friendly web interface. The Sagitec HealthConnect platform enhances Medicaid member engagement by allowing users to actively participate in their health management, leveraging Microsoft's Azure cloud, which boasts HITRUST certification for robust security. Moreover, Xelence™ acts as Sagitec's low-code/no-code development environment, offering a visual interface that empowers both citizen developers and IT specialists to design, test, and deploy a wide range of applications. This platform significantly simplifies the development workflow, accommodating projects that range from simple consumer apps to intricate enterprise solutions, thanks to its intuitive drag-and-drop features and integrated enterprise architecture tools that facilitate efficient application deployment. By utilizing these innovative tools, organizations can not only boost their operational efficiency but also elevate the quality of service delivery across a multitude of sectors, thereby fostering a more responsive and effective organizational environment.

The PX3000 platform, created by Penad, serves as a comprehensive software solution designed specifically for the administration of pensions, adeptly handling various types of benefits and pension schemes. Its robust and scalable architecture ensures secure operations, while advanced reporting functions and self-service access empower financial institutions to effectively oversee and support both individual and group pension accounts that encompass diverse savings options. Furthermore, the PX3000 includes an extensive range of features, such as a dedicated Human Resources Administration (HRMIS) module, tools for managing retirement plans, services tailored for retirees, and a module focused on group life and health benefits, among other capabilities. This diverse functionality positions PX3000 as an invaluable resource for organizations seeking to optimize their pension administration processes and enhance overall operational efficiency. As a result, institutions utilizing PX3000 can expect significant improvements in their ability to manage and streamline pension-related tasks.

Our software delivers exceptional automated services for managing pensions efficiently. Procentia operates as a standalone company dedicated to crafting cutting-edge software solutions for the pension industry. As a recognized global leader in this field, we work hand-in-hand with our clients to provide a flexible, reliable, and cost-effective approach to pension management. The outstanding quality of our software, paired with our commitment to exceptional customer service and the knowledge of our specialized staff in pensions and financial services, solidifies our highly regarded global standing. Testimonials from our clients highlight the significant benefits they and their customers have experienced thanks to the integration of Procentia's innovative software. Our implementation and support teams comprise adept developers who possess extensive experience in the pensions and financial services sectors. Moreover, we offer a comprehensive online knowledge base and issue resolution tools that are accessible 24/7, ensuring that help is always readily available. This dedication to consistent support emphasizes our mission to empower clients in their pension administration efforts, ultimately enhancing their operational efficiency and client satisfaction.

SpyGlass, our cutting-edge software designed for enterprise-level health claims management, offers a flexible and powerful solution for achieving precise and efficient claims processing. This platform greatly simplifies the configuration of benefits and plans. Complementing SpyGlass, BenefitDriven provides specialized features such as eligibility verification, contribution accounting, and pension management tailored specifically for the Taft-Hartley sector, which includes a thorough array of data and processes for both Participants and Employers. Our comprehensive EDI gateway and scheduler, known as HIPAA Director, serves as a pivotal hub, facilitating effortless connections with vendor partners to reduce transaction costs, optimize batch transfers, and automate the entire transfer process. With SpyGlass, you not only gain a broad overview of your population but also have the ability to easily access detailed information. The platform offers a vast array of customizable reports and dashboards, allowing you to maintain complete control over your system, ensuring that all the necessary tools for informed decision-making and operational optimization are readily available. Ultimately, SpyGlass empowers organizations to significantly boost their efficiency and effectiveness in managing health claims while adapting to the evolving needs of the industry. Through its innovative features and user-friendly interface, SpyGlass stands out as the ideal choice for organizations seeking to streamline their health claims processes.

The Milliman Actuarial Retirement Calculator (MARC) acts as a comprehensive tool for managing pension plans, with a focus on delivering accurate and effective administration of defined benefit schemes. Initiated in 1991 by a talented group comprised of Milliman actuaries, retirement consultants, web developers, and IT specialists, MARC establishes a robust foundation for the calculation of pension benefits while ensuring the upkeep of vital administrative information. Its flexible architecture caters to multiple plan varieties and supports customizable options for calculations, reports, forms, data oversight, web interfaces, and workflow processes. By promoting participant engagement, MARC includes a user-friendly website that allows employees to access their personal data, engage in self-service activities such as adding beneficiaries, manage their forms and documents, communicate with plan sponsors, create pension projections, and conduct detailed retirement modeling. Furthermore, the tool not only simplifies the management of pensions but also significantly enriches the retirement planning journey for all involved, making it a valuable asset for both administrators and participants alike.

Civica's Universal Pensions Management (UPM) is a comprehensive, cloud-based platform designed for managing pension administration, with the goal of enhancing member experiences and streamlining operations. By integrating key functions such as pension administration, document management, and payroll into a single system, UPM utilizes advanced process automation to reduce administrative costs and improve data integrity. The solution features customized online portals that serve both members and employers, significantly advancing digital transformation and offering extensive self-service capabilities. Furthermore, UPM integrates seamlessly with leading industry solutions, which are essential for bank validation, identity verification, and document validation. The platform efficiently oversees more than 100 pension schemes, managing upwards of £43 billion in assets and serving approximately 3.5 million members. Notably, four of the top five local government pension schemes have reported the lowest 'per-member administration' costs using UPM, underscoring its effectiveness in the sector. In summary, UPM emerges as an indispensable asset for contemporary pension management, proving its value in optimizing both member engagement and operational efficiency.

Pension OS, created by Union.dev, is a cutting-edge software solution designed for the administration of pension plans, streamlining the management of union pensions across a range of different plans. It boasts a centralized database that meticulously tracks comprehensive information for each member, whether they are active or have exited, allowing administrators to efficiently update contact information, manage dues, and oversee beneficiary matters while preserving a detailed audit trail of all changes. The platform supports various types of pension plans, such as defined contribution, defined benefit, multi-employer pension plans, and Taft-Hartley plans. This sophisticated system features a modern cloud-based database, customizable workflows, security-oriented permissions and approvals, personalized reporting capabilities, payment integrations, instant statement generation, and a thorough audit trail. Furthermore, Pension OS facilitates seamless transitions for members, enabling the rapid processing of retirements, terminations, or deaths with minimal hassle, thus significantly alleviating the administrative workload. Its intuitive interface combined with robust functionalities makes Pension OS an exceptional option for unions aiming to enhance and modernize their pension management practices, ultimately fostering a more efficient and user-friendly experience for both administrators and members alike.

V3locity®, created by Vitech, is a revolutionary cloud-based solution designed for administration, engagement, and analytics, offering a wide range of business functionalities across the entire lifecycle while incorporating robust enterprise features. This cutting-edge platform effectively merges vital administrative functions with an outstanding digital user interface, enhancing the overall user experience. Its flexible modular design promotes quick and customizable deployment strategies to meet diverse business requirements. Built upon an advanced cloud-native architecture, V3locity leverages the unique strengths of AWS, guaranteeing a solution that stands out in terms of security, scalability, and resilience. As a result, it fundamentally changes the way organizations function and interact with their customers, paving the way for future advancements in business operations. The seamless integration of technology and user experience is set to redefine client engagement in various sectors.

Visma Idella provides innovative software and services specifically designed for the financial sector in the Netherlands, focusing on areas such as pension management, disbursements, and social benefits. Serving over 4.3 million Dutch pension members and managing monthly disbursements of €2 billion, the firm offers cloud-based, modular, and scalable solutions that ensure compliance with both national and international regulations and security standards. As part of the global Visma Group, Visma Idella adheres to stringent requirements concerning cybersecurity, privacy, and compliance. In a time when technology significantly impacts the financial industry, the company is adept at tackling complex challenges while delivering substantial value. Our commitment lies in developing and implementing software that meets the specific needs of financial institutions, promoting efficiency and innovation within the industry. By continuously refining and adapting our solutions, we strive to improve the overall experience for our clients and their beneficiaries, ensuring they receive optimal support and services that align with their evolving needs.

Equiniti Retirement Solutions offers a diverse range of innovative software and platform solutions designed to transform pension administration through state-of-the-art technology and digital advancements. With a rich heritage spanning over 187 years in sectors such as retail and workplace wealth, life, and pensions, EQ is dedicated to delivering technology that is ready for the future, aimed at reducing ongoing costs, improving efficiency through automation, and managing regulatory risks effectively. Their distinct administration platform, Compendia, ensures a seamless user experience, featuring automated benefit calculations, efficient document management, and self-service options for members. Specifically tailored for Local Government Pension Schemes (LGPS), the Compendia LGPS addresses the unique needs of public sector pension administration by integrating workflow automation, online member services, and real-time management insights. Additionally, EQ provides robust data solutions that tackle the risks associated with inadequate pension scheme data, promoting greater reliability and accuracy in pension management practices. This holistic strategy highlights EQ's unwavering commitment to improving the overall efficiency and effectiveness of pension administration for its clients, ensuring they are well-equipped to meet future challenges. In doing so, EQ not only enhances operational performance but also fosters trust among stakeholders.

While cloud technology has simplified numerous operational aspects, your team may still experience feelings of being overwhelmed. Our HR solutions are designed to automate monotonous tasks, enabling you to focus on what really matters—becoming a more strategic ally in your organization and improving the overall experience for your workforce. With our service centers, chat support, and self-service request portals, reliable HR assistance is always within reach, featuring various language options and tailored systems. Whether your employees encounter significant challenges, have minor questions, or need help navigating your systems, we are equipped to assist in all scenarios. Your HR platform excels at managing personnel, but are your processes fully capitalizing on the available technology? We don't stop at routine administrative functions; we also pinpoint opportunities for process improvement and analyze what the data indicates about your employees. This approach aims to enhance both utilization and satisfaction through a well-integrated benefits platform, ensuring your team can engage fully with the resources available to them. Ultimately, our mission is to empower your organization to realize its fullest potential and foster a more productive work environment. Additionally, by continuously refining our services, we strive to keep your HR practices at the forefront of innovation.

PensionPro is an all-encompassing cloud-based software solution designed to improve the efficiency of Third Party Administrators (TPAs) by streamlining plan management, enhancing client communications, and optimizing overall business operations. It comes in three distinct tiers: TRACK, TEAM, and BUSINESS, each tailored to meet various organizational needs. The TRACK tier serves as the entry-level option, providing essential tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting capabilities. It also includes access to PlanSponsorLink.com, a secure portal that enables smooth information exchange between administrators and clients. The TEAM tier expands upon the functionalities of TRACK by adding features like online data collection, time tracking, mass emailing capabilities, oversight of fee schedules, and integration with ftwilliam.com for essential forms and compliance requirements. This tier is specifically designed to enhance organizational structure and simplify internal workflows, leading to increased profitability. In addition, the BUSINESS tier delivers advanced tools and analytics that empower larger organizations to optimize their operational productivity further. With each successive tier, PensionPro provides increasingly sophisticated solutions tailored to support the diverse needs of TPAs.

Revolutionize the way you manage your benefits and retirement plans with a solution that is both comprehensive and cost-effective. Oliver provides cutting-edge benefits administration software that transforms the handling of these essential components. Our experienced team, with decades of expertise, ensures a smooth Data Migration process, tackling the significant task of managing sensitive employee information. When it comes to accurately determining eligibility for hourly workers, Oliver’s Hour Bank Product simplifies complex workflows that often accompany intricate plan details. Furthermore, updating legacy systems can pose serious challenges for administrators, frequently relying on the expertise of a single individual. Our strategic approach to configuration boosts the efficiency of our Pension Plan Products, helping you navigate these complexities with ease. By choosing Oliver, you are not merely implementing software; you are making a commitment to a more efficient and organized future for your company. This investment will ultimately lead to improved employee satisfaction and better resource management.

Our cutting-edge technology is tailored specifically for the pension industry, focusing on a digital-first strategy that streamlines pension management for employers. Additionally, our application allows members to easily monitor their pension savings at any time, requiring only a quick tap. We are dedicated to wisely investing members' pension funds to secure strong returns while proactively tackling climate change, contributing to a healthier society and planet. Our objective is to reach net-zero emissions by 2040 and achieve a 50% reduction in emissions by 2025. To protect members' pension assets, we enforce robust governance practices, supported by the oversight of independent trustees. Understanding that each individual's financial circumstances during retirement can differ and shift, we created Smart Retire to cater to these evolving needs. Our focus on a user-friendly, technology-driven solution enables both employers and members to manage their pension requirements with ease and efficiency. By blending strategic investments with innovative technology, we position ourselves at the leading edge of the industry, committed to fostering both financial prosperity and social accountability, while also prioritizing transparency in our operations.

Lynchval Systems Worldwide Inc. operates as a private solutions provider dedicated to crafting and delivering software and consulting services specifically for pension and Other Post-Employment Benefits (OPEB). Our core advantage lies in our ability to work closely with clients, developing personalized pension and benefits solutions that are finely tuned to their individual needs. We feature a unique product architecture paired with sophisticated programming skills, which allows us to integrate intricate plan provisions smoothly into our system. Our expertise enables us to adjust software functionalities to meet client specifications, whether through enhancing existing features or creating bespoke interfaces, tailored reports, and specialized calculation modules from scratch. Furthermore, our solutions are designed with scalability in mind, meaning they can efficiently handle diverse participant volumes while providing the rapid calculation speeds that our clients demand. We take pride in our dedication to both customization and high performance, which distinguishes us within the competitive landscape of the industry. Ultimately, our focus on collaboration and adaptability ensures that we remain a trusted partner for organizations navigating the complexities of pension and OPEB management.

BeneSys embarked on its mission by developing software specifically designed for our industry needs. Our unique software solution, BenefitDriven, was developed in-house using the Microsoft technology framework, particularly .NET in conjunction with SQL Server. BenefitDriven integrates a diverse range of data related to both Participants and Employers, including personal demographic information and unique identifiers, as well as crucial data about the management and distribution of contributions, precise calculations, and daily oversight of various benefits like health and welfare, pensions, and vacation time. Furthermore, the software supports ongoing communication and streamlines accounting and auditing processes, ensuring that all essential elements are thoroughly covered. In essence, BenefitDriven serves as an indispensable resource for improving operational efficiency and accuracy while enabling our organization to better serve its clients. Additionally, this powerful tool positions us to adapt to future challenges in the industry with confidence.

Keystone by Smart offers a flexible platform designed for various organizations such as national and regional governments, financial institutions, pension providers, asset managers, trade associations, and affinity groups. These enterprise solutions are tailored to align with the unique requirements of each organization and their respective markets. As the first global, cloud-native retirement savings platform, Keystone by Smart operates across four continents, helping over a million individuals manage their retirement savings in partnership with some of the world's leading financial organizations. This innovative technology solution allows financial services and governments to effectively address the needs of their customers and citizens while being responsive to future legislative changes. The platform encompasses a wide array of features, including user-friendly applications and web tools for employers and employees, alongside comprehensive data migration services that ensure a smooth transfer and consolidation of numerous accounts. By utilizing Keystone by Smart, organizations can enhance their efficiency and significantly improve the retirement planning experience for their users. Furthermore, this adaptability fosters a more proactive approach to retirement planning, enabling organizations to stay ahead in a rapidly changing financial landscape.

The FundOfficeXG system developed by basys can greatly improve the productivity of your benefits administration by thoroughly monitoring every aspect of contribution accounting and eligibility oversight. This comprehensive administration suite, paired with user-friendly online self-service portals, provides you with essential resources to effectively manage, track, and calculate eligibility and employer contributions. FundOfficeXG features a wide range of sophisticated processing capabilities, delivering an all-encompassing solution for the collection and remittance of benefit contributions while also overseeing the eligibility of members and their families. Constructed on a secure and dependable calculation engine with customizable parameters at your disposal, FundOfficeXG simplifies even the most complex operations, such as administering multiemployer health benefits, managing hour banks, processing retiree health benefits, handling premium billing, and coordinating COBRA procedures. Utilizing this powerful system enables organizations to enhance their overall operational efficiency, ensuring seamless compliance with benefits regulations while improving accuracy and reducing errors. By adopting FundOfficeXG, you position your organization to better serve its members and optimize benefits management processes.

Vital Objects (VO) provides a practical and accessible solution for large insurance firms, helping them optimize the management of both traditional and flexible benefit group programs. Users can explore a variety of interactive features that are designed to enhance usability. With VO, managing benefits becomes a seamless experience, while the sophisticated billing system adeptly manages even the most intricate calculations. It guarantees accurate adjustments for retroactive premiums by considering historical rates, plan specifics, billing records, payroll deductions, tax responsibilities, and taxable benefits. The platform's innovative scheduling tool for monthly billing, paired with real-time updates, streamlines billing processes and premium collection. Moreover, it offers customizable fields, ad-hoc reporting features, and a thorough audit trail, ensuring transparency throughout. The system also facilitates flexible member enrollment and the maintenance of benefit plans, along with a self-service administration module that simplifies user experience. By utilizing these advanced features, insurance companies can greatly enhance their operational efficiency and overall service delivery, making it easier to adapt to changing needs. Ultimately, VO positions organizations to thrive in a competitive landscape by improving their service quality and responsiveness.

Gain immediate insights with flexible, on-demand solutions that incorporate automated workflows, comprehensive eligibility and compliance criteria, and an intuitive enrollment system designed to strengthen your employee benefits strategy. By offering seamless integration options, administrative burdens are minimized through secure connections to your providers, which include everything from payroll and HRIS systems to wellness programs and consumer accounts. Capture live data with customized reporting while leveraging advanced analytics to evaluate and improve program effectiveness. With a dedicated Client Service Team, you receive specialized configuration, extensive testing, best practice implementation, and responsive support for your workforce, ensuring adaptability to your organization's changing requirements. This all-encompassing strategy not only streamlines operations but also empowers your team to make data-driven decisions that foster success while enhancing overall satisfaction among employees. Ultimately, embracing these solutions can lead to a more engaged workforce and a stronger organizational culture.

Slope Software has introduced a cutting-edge, cloud-based platform for actuarial modeling that seeks to make complex financial projections and analyses much more straightforward. This platform enables users to create models visually without the need for coding, offering live validation of formulas, which allows actuaries to build transparent and flexible models efficiently. It features an extensive library of both assets and liabilities, which simplifies the development of intricate financial products. With its high-performance mode, Slope can accelerate projection speeds by up to ten times, allowing users to quickly extract critical insights through its dynamic reporting features. In addition, the platform boasts sophisticated assumption management capabilities, which aid in the collection and monitoring of data from upstream sources to create robust assumptions. Slope also supports integration with APIs and Snowflake, which automates repetitive processes and permits users to access actuarial results alongside other vital company information, thereby enhancing overall business intelligence. By facilitating these enhancements, Slope Software not only optimizes the actuarial workflow but also significantly contributes to informed strategic decision-making for various organizations, making it an essential tool in the financial sector. Ultimately, the combination of these features positions Slope as a transformative solution in the world of actuarial science.

Collective Health distinguishes itself as the first comprehensive solution that empowers self-funded employers to effectively manage their plans, monitor costs, and prioritize employee wellness, all accessible through a unified platform. We invite you to explore how our customized programs, efficient administration, and smart member interactions enhance the benefits we offer. Catering to a wide range of clients, from scientists and truck drivers to musicians, we take pride in being recognized for having the most satisfied clients and members within the health insurance industry. Discover why numerous top self-funded employers across the country choose Collective Health as their partner. For brokers and consultants looking to elevate their clients' healthcare strategies, Collective Health provides an efficient technological solution that enhances employee healthcare experiences for everyone involved. With nearly 250,000 members and a diverse client roster exceeding 50—including prominent companies such as Driscoll’s, Pinterest, Red Bull, Restoration Hardware (RH), and Zendesk—Collective Health is transforming the healthcare experience for forward-thinking organizations. By emphasizing integration and member contentment, we are committed to redefining the landscape of health insurance for the better. Together, we envision a future where healthcare is seamlessly integrated into the employee experience, creating a healthier workforce overall.

Fringe Facts Online offers a robust suite of web-based tools designed to streamline the enrollment process and communication regarding employee benefits while ensuring user-friendliness and adaptability to meet specific needs. This platform efficiently utilizes your existing benefit rules, codes, and administrative practices, making it an economical solution for managing employee benefits. It allows for thorough enrollment and self-service capabilities during open enrollment periods, onboarding of new hires, and adjustments related to qualifying events or changes in status. Employees enjoy the convenience of enrolling in their benefits, modifying or adding dependents and beneficiaries, accessing confirmation statements, and updating personal information—all from any location with internet access, available around the clock. The system also includes various helpful features, such as calculators for Flexible Spending Accounts and retirement plans, online surveys, HR forms, Summary Plan Descriptions, and billing confirmations, ensuring that employees have all the necessary tools at their disposal. By providing these resources, it empowers employees to manage their benefits effectively and navigate the system with confidence and ease. Overall, Fringe Facts Online enhances the experience for both employers and employees during the benefits enrollment process.

Are you thinking about introducing a Welfare Plan within your organization? Our comprehensive welfare platform effectively manages all available tax exemption opportunities under the TUIR, seamlessly connecting with main payroll and personnel management systems. This strategy not only simplifies processes for the company but also enhances the experience for employees. Corporate Welfare plays a vital role in boosting employee satisfaction and fostering a sense of community, while also enhancing the organization’s reputation and workplace environment, all while alleviating the tax load for both parties involved. For instance, our platform, ZWelfare, provides an innovative way to handle Flexible Benefits, offering an intuitive technological solution that ensures easy access. Discover our platform tailored for effective company welfare management! With the entire suite of benefits outlined by the TUIR at your fingertips, you can select from a wide array of active partners, products, and services. The portal is designed for everyday use and can be accessed from various devices, including tablets and smartphones, allowing both companies and employees to engage with it with ease. In addition, adopting a contemporary approach to employee welfare can significantly elevate overall job satisfaction and drive productivity levels. Ultimately, investing in a Welfare Plan could be a transformative step for your organization.

benefitsCONNECT is a cutting-edge, fully automated online platform designed for seamless benefits enrollment and administration, effectively connecting brokers, employers, HR teams, employees, carriers, and third-party administrators. Initially catering to complex healthcare organizations, we have consistently focused on simplifying the management of intricate benefits plans. Our unwavering commitment, drive, and extensive industry knowledge shape every interaction with our clients. Notably, we have maintained an impressive track record, having not lost any clients to competitors over the last five years, and our client referenceability score exceeding 90% highlights our dedication to fostering long-term partnerships. By choosing to work with benefitexpress, you will benefit from a consistent support team that accompanies you from the initial discovery phase right through to ongoing assistance, ensuring you always have dependable professionals to rely on. This emphasis on nurturing enduring relationships greatly enhances the overall experience our clients enjoy and sets us apart in the industry. Moreover, our approach guarantees that your needs are met with care and precision at every touchpoint.

Selerix BenSelect is relied upon by more than 18,000 employers and 8 million employees for its comprehensive solutions. This platform serves carriers, brokers, and employers by streamlining core and voluntary enrollments, managing end-to-end benefits administration, and enabling smooth third-party data integrations, all while handling both core and voluntary benefits management efficiently. At Selerix, our goal is to empower you to excel in your HR role. Our integrated benefits system is designed with extensive industry expertise and advanced technology, ensuring it meets diverse needs. With competitive pricing and a robust feature set, our platform is completely customizable to suit your specific requirements. Plus, our commitment to customer support ensures you have the necessary resources to make the most of your benefits administration process.

The Retirement Analysis Kit (TRAK) is an innovative software solution designed to aid advisors in encouraging individuals to become retirement-ready. It effectively tackles essential questions that clients often have regarding their retirement strategies. By providing personalized educational resources, TRAK motivates users to take proactive steps toward their future. The platform also supports in-depth one-on-one retirement planning sessions, allowing for the calculation of pension benefits, survivor options, and methods for maximizing pensions. Moreover, it presents savings strategies for 403(b) and 457 plans, weaving them into an all-encompassing retirement approach. TRAK emphasizes the importance of clients' best interests by offering clear and straightforward insights into common retirement strategies. Have you ever invested a substantial amount of time and effort in crafting a retirement plan for your clients, only to be met with indifference as they responded, "We’ll think about it"? Such experiences reveal a gap in effective engagement with your clients, a gap that TRAK is determined to fill with its interactive and user-friendly platform, ensuring that individuals not only understand but also feel inspired to act on their retirement plans.

Congruent's CORE suite presents a cloud-based, self-service platform aimed at aiding retirement plan providers and third-party administrators in the effective management, oversight, and sustainability of their plans. Our advanced technology and features empower plan providers to stay competitive in a rapidly changing market landscape. For further details about our cutting-edge products, we invite you to get in touch with us. Assessing participant eligibility for enrollment in your plan can be complex, requiring an in-depth analysis of various data types, categories, and sources. This is where our CORE Eligibility & Enrollment Solution becomes crucial. With over a decade of experience in the U.S. retirement planning industry, Congruent Solutions is well-equipped to deliver outstanding and customized solutions that yield tangible results. Our platform facilitates the examination of multiple data types submitted and stored in different formats and locations, all through a unified system. By integrating these capabilities, we streamline the process, enabling providers to manage their plans with greater efficiency and ease. This comprehensive approach not only enhances operational effectiveness but also ensures a smoother experience for both providers and participants alike.

Internal systems generally come with increased expenses when compared to commercial alternatives, as externally developed solutions leverage economies of scale to spread out development costs across a broader market. Additionally, there are no hidden fees for any new updates or development requests you make through our platform. By implementing ProAdmin, you can achieve more efficient coding and calculation production while benefiting from comprehensive documentation that builds user trust. We integrate the best elements of ProVal, the top software for valuations, featuring our unique benefit expression language that simplifies the process by removing the need for traditional programming, thereby reducing setup times from several weeks or months down to just a few days. ProAdmin is distinguished as the premier benefit calculator, adept at handling even the most complex plan designs while ensuring an easy and straightforward setup. Furthermore, our server component seamlessly integrates with your current infrastructure, efficiently managing calculation requests from your call center, voice response unit, and web portal to maintain a smooth operational flow. In light of these features, ProAdmin not only boosts productivity but also streamlines the administration of complicated benefit structures, making it an invaluable tool for organizations looking to optimize their operations. Ultimately, this combination of efficiency and ease of use positions ProAdmin as a leading choice for benefit management solutions in today's competitive landscape.

We are dedicated to making the management of employee benefits a simple and efficient process. By combining advanced technology with personalized customer service, we enhance the experience of choosing and managing benefits, making it not only seamless but also enjoyable. Our teams can effortlessly foster employee engagement, ensure compliance with ACA regulations, and take advantage of automation and cost efficiencies. We have crafted an interactive solution that links employers, brokers, and employees throughout the entire benefits experience. Whether it's partnering with your broker to design a customized benefits package or enabling smooth online enrollment, our support is unwavering. Our method streamlines employee education, integrates providers, and offers consumer payment solutions. We present a holistic solution tailored to meet all your benefit needs. Our clients, brokers, and consumers consistently experience enhanced results. As the healthcare landscape continues to evolve, becoming more complex and expensive each year, our services are increasingly essential. We are committed to working through these challenges collaboratively, ensuring that all parties involved receive the utmost benefits. Together, we can build a foundation for a more accessible and efficient benefits system.

Benefitexpress, established by a team of benefits specialists, provides top-tier cloud-based software, solutions, and services for employers, brokers, and various partners. The My Benefit Express™ solution streamlines the complexities of benefits administration, allowing employees to navigate their options more effectively, which in turn fosters greater engagement and satisfaction in the workplace. Our offerings encompass a comprehensive phone support center, seamless ACA administration, reimbursement account management, dependent eligibility audits, and detailed total compensation statements. We prioritize our clients' success through our dedication to innovative problem-solving and adaptable systems, ensuring that their unique needs are met efficiently. Additionally, our commitment to excellence positions us as a trusted partner in the benefits management landscape.

Over time, the complexity and breadth of benefits programs have grown markedly, accompanied by a consistent rise in insurance costs. To effectively tackle these challenges, a strategic blend of cutting-edge technology and experienced professionals is essential. With BenefitsComplete, you access advanced services powered by a team of highly skilled experts who act as an extension of your workforce. You will explore the entire benefits landscape, receiving unbiased advice along with advanced cost modeling and benchmarking to help you design a competitive benefits offering. Additionally, we manage the implementation and ongoing oversight of your plans, freeing up your valuable time for more pressing HR matters. Our team handles the setup, configuration, and support of your technology, ensuring you have a reliable tool that adapts as your business grows. Employees will benefit from a user-friendly portal and tailored support, making them feel appreciated and well-supported throughout the process. This holistic strategy not only optimizes workflows but also significantly boosts satisfaction for both employers and their staff, fostering a positive workplace culture. In turn, this leads to enhanced employee retention and engagement, ultimately benefiting your organization as a whole.

Oversee participant data, connect with payroll and HRIS systems, evaluate benefits, create worksheets and retirement information packets, and provide a self-service portal for employees to review their pension information and model retirement benefits. Furthermore, it offers administrative HR capabilities to payroll vendors to improve their payroll operations. This platform incorporates real-time two-way data synchronization through a RESTful API with the payroll database, enabling seamless interactions. Additionally, it monitors employee vaccination and testing records while securely managing documentation for verification of vaccines and tests. Users can access detailed reporting across the entire participant base, complemented by automated notifications and a self-service interface. Clients enjoy the advantages of the latest version of our primary application, which empowers our implementation teams to craft solid solutions that function effectively in both public and private sectors, promoting client satisfaction and operational efficiency. Our steadfast commitment to ongoing enhancement and user assistance underscores our focus on delivering outstanding service and support. In this way, we ensure that our clients are not only equipped with the tools they need but also receive the highest standards of quality in their operations.

PLEXIS provides an extensive array of high-quality applications tailored to equip payers with the sophisticated functions necessary for modern core administrative systems. These applications feature capabilities such as real-time benefit management, adjudication, automated EDI transmission, and self-service customer portals, ensuring that PLEXIS Business Apps can fulfill all your requirements. The Passport feature is essential for establishing vital connections between core administration and claims management systems, PLEXIS business applications, custom software, and existing internal systems. Its versatile API layer permits real-time integration with a variety of portals, automated workflow tools, and business applications, guaranteeing limitless connectivity. By utilizing this centralized and contemporary core administration and claims management platform, organizations can significantly enhance their workflows. This strategy not only streamlines the processing of claims but also alleviates the challenges tied to benefit administration, leading to a quick return on investment and the capacity to deliver outstanding customer service. Ultimately, PLEXIS enables organizations to excel in a healthcare environment that is becoming progressively intricate, ensuring they remain competitive and responsive to client needs.

Benepass acts as a holistic partner in the management of employee benefits, guiding you from the very start to the final stages of the process. Our team is dedicated to everything from crafting benefit packages to ensuring adherence to tax laws, while also fostering clear communication with staff, positioning us as the ideal choice for benefits management. Our state-of-the-art mobile application and online platform consolidate all pre-tax benefits into a single, user-friendly interface. With plans that can be tailored to fit your organization's values, we empower employees to choose options that cater to their individual needs as well as those of their families. Our mission is to enhance your experience by being a supportive partner for the entirety of the journey. We provide clear and flexible policies that grant you control over contributions, employee eligibility, and coverage options. Our premium support includes a dedicated account manager along with a shared Slack channel to streamline communication with your administrative team. Moreover, you can refine your benefits offerings using real-time engagement analytics accessible via the admin dashboard. Benepass integrates smoothly with your payroll system, ensuring accurate reporting of imputed income for taxable benefits to maintain compliance and user-friendliness. Supported by VISA, we promise instant access to benefits, no matter where you are in the world. With Benepass, you can look forward to a more efficient benefits management process that not only simplifies administration but also boosts overall employee satisfaction and engagement. This comprehensive approach ensures that both employers and employees feel valued and supported throughout their benefits experience.

Established in 1981, ASC has been at the forefront of providing innovative and cost-effective retirement plan systems aimed at enhancing your edge in a competitive market. Our offerings are designed with input from experienced professionals in the retirement industry, ensuring they meet your specific needs. By incorporating automated data integration, our solutions not only enhance operational efficiency but also improve profitability. We offer in-house installation services as well as Cloud Platforms to accommodate a variety of client requirements. Utilizing the latest technology, our systems simplify the processes of document creation and management, enabling you to focus on reaching your goals, serving your clientele, and advancing your business. Additionally, ASC provides tailored software, documentation, training, and support aimed at third-party administrators and retirement plan professionals. Our ability to handle unlimited plan sizes makes us an ideal choice for both large enterprises and smaller companies. Impressively, approximately half of all 401(k) participant accounts are managed through ASC systems, highlighting our significant role in the industry. Furthermore, our dedication to continual innovation and exceptional service solidifies our position as a leading provider of retirement plan solutions. We remain committed to adapting our offerings to meet the evolving needs of our clients.

Alegeus transforms the way people engage with the U.S. healthcare system. As healthcare costs surge and coverage options grow more complex, Alegeus assists individuals in navigating their healthcare finances, directing them toward effective strategies for spending and saving. Our adaptable, cloud-based platform supports health benefit account initiatives for more than 300 clients, including prominent third-party administrators, health insurers, and financial organizations. In partnership with leading benefit account managers, we empower over 30 million individuals to efficiently oversee their healthcare expenditures on a daily basis. The implementation of debit cards significantly streamlines healthcare account transactions, with our platform currently managing over 16 million active healthcare payment cards. Our flexible, SaaS-driven solution enables Alegeus clients to experience growth and boost account adoption at a rate three to four times faster than the market average, underscoring the profound influence of our offerings within the healthcare landscape. As we strive for continuous improvement, our dedication to enhancing the user experience for both clients and their members remains unwavering, driving us to explore new avenues for innovation and customer satisfaction.

Common Census stands out as a premier platform for managing benefits enrollment and administration, aimed at aiding employers, unions, and affinity groups with the onboarding of new hires, handling open enrollment periods, and maintaining benefits throughout the year. It offers a variety of enrollment methods, which include online, offline, and call center support, providing the necessary flexibility to accommodate different requirements. By leveraging Common Census, organizations can significantly simplify their data entry tasks, minimizing redundancy, while also facilitating tailored enrollment experiences through personal interactions with enrollers or the option for users to manage their own enrollment. This level of adaptability not only enhances operational efficiency but also positions Common Census as an essential resource for organizations striving to improve their benefits management processes. Additionally, the platform's user-friendly interface and comprehensive support options contribute to a seamless experience for all users involved.

Empower your employees with a benefit designed to reduce the stress associated with healthcare while also cutting costs. Implement a groundbreaking cost management solution for your clients that maintains the integrity of their current plans and networks without any interruptions. Access a revolutionary healthcare advantage that not only challenges medical bills but also connects users with exceptional healthcare professionals. Our state-of-the-art technology leverages newly available health record data APIs to identify savings opportunities for both employers and employees across various healthcare expenses, including doctor visits, prescriptions, and medical procedures. Milu’s sophisticated data systems, artificial intelligence algorithms, and skilled clinical teams thoroughly examine this information to reveal potential savings and enhancements in care for members. Moreover, Milu's innovative tools pinpoint any medical bills that may have errors or excessive charges, providing support for employees seeking to dispute these claims. By adopting this all-encompassing strategy, both employers and employees can navigate their healthcare experience in a more efficient and cost-effective manner, ultimately fostering a healthier workplace environment. This holistic approach not only alleviates financial burdens but also contributes to a culture of wellness and support within organizations.

Our innovative health benefits platform allows companies to set a monthly budget for employee healthcare, giving team members the freedom to choose their preferred healthcare plans. The Remodel Health software is designed to seamlessly integrate with existing workflows, providing employers and their teams with a user-friendly dashboard that enhances interaction, connection, and assessment of healthcare options. This forward-thinking solution not only helps employers establish a monthly budget for their workforce's health plans but also offers a pathway to cost optimization while prioritizing employee wellness. Users can effortlessly toggle between the WageUp™ and individual coverage HRAs (ICHRA) calculator modes, enabling them to evaluate potential savings and make well-informed healthcare decisions. Additionally, this adaptability allows for a tailored approach that can address the diverse needs of a multi-faceted workforce. Ultimately, Remodel Health champions a more personalized and economical strategy for managing employee health benefits effectively.

DataPath Summit stands out as an all-encompassing cloud software solution specifically designed for third-party administrators (TPAs) to adeptly manage and implement employer-sponsored benefits throughout the United States. Emphasizing both security and scalability, Summit enables TPAs to oversee a variety of accounts, including but not limited to health savings accounts (HSAs), flexible spending accounts (FSAs), transit accounts, health reimbursement accounts (HRAs), and premium billing systems that cover COBRA, consumer-driven health (CDH), retiree billing, and other essential services. This powerful platform simplifies the intricate processes involved in benefits administration, allowing TPAs to provide outstanding service to their clients efficiently. In addition, its intuitive interface significantly improves the overall experience for both the administrators and the employees. As a result, DataPath Summit not only enhances operational efficiency but also fosters better communication and satisfaction among all parties involved.

PeopleKeep offers a software solution designed for managing employee stipends and health reimbursement arrangements (HRAs). This innovative tool enables companies to develop tailored benefits programs aimed at enhancing employee involvement and fostering a positive workplace environment. In the current job market, employees are seeking more individualized and varied benefits from their employers. To effectively attract and maintain high-quality talent, companies must provide a benefits structure that emphasizes flexibility and inclusivity. With PeopleKeep, organizations can design a personalized benefits plan that not only boosts employee contentment but also minimizes administrative burdens, playing a vital role in both recruitment and retention strategies. This approach not only benefits employees but also contributes to a stronger overall company culture.