Top Retirement Plan Software Alternatives

APS is dedicated to simplifying payroll and HR processes for mid-sized organizations. Our integrated solution is crafted to ease workforce management tasks, offering a seamless experience for clients and partners alike. We pride ourselves on delivering tailored service and support that helps our customers achieve their objectives. By streamlining payroll processing, automating HR workflows, and enhancing the employee lifecycle through a unified platform, we position ourselves as a vital partner for businesses. We are APS, committed to being your essential workforce ally. Mid-sized enterprises prefer APS for their workforce needs due to our unwavering commitment to enhancing the customer experience. This dedication has enabled us to sustain an impressive 98% customer satisfaction rate consistently. With APS, companies in the mid-market sector benefit from superior systems, exceptional support, and improved outcomes that drive success. Our ongoing focus on innovation ensures that we remain at the forefront of workforce management solutions.

Greenshades is a cloud-based payroll and HR solution that prioritizes compliance, earning the trust of countless businesses. This platform is designed to be ERP-independent and adaptable, enabling straightforward setup and sustainable in-house operations over time. Greenshades boasts seamless integration with various systems, including Dynamics GP, Dynamics365 BC Business Central, and F&O Financial and Operations, along with legacy platforms like NAV, SL, and AX. This flexibility ensures a tailored experience without the burdensome costs associated with third-party payroll providers. Greenshades simplifies payroll and HR processes significantly, featuring an extensive employee self-service portal, proactive compliance measures, and thorough tax reporting capabilities. Notably, we operate with NO float, meaning there is no need for pre-funding payroll tax accounts. Furthermore, our payroll platform is complemented by highly-rated support, with knowledgeable experts ready to guide you through each step of the payroll process, ensuring a smooth and efficient experience. With Greenshades, managing payroll and HR has never been more convenient or efficient.

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.

Paychex Flex serves as a comprehensive HR software platform that can be tailored and expanded as your organization evolves. It allows for the management of payroll, integration of retirement plans, administration of HR tasks, and oversight of insurance matters. Additionally, we provide specialized insights into regulations that could impact your enterprise. The versatility of Paychex Flex means that you can add more HR functionalities to enhance accuracy and efficiency. This versatile tool can assist you in various ways, including: * Identifying and recruiting top talent * Simplifying the onboarding and hiring processes * Delivering essential HR insights through tailored compliance documents, compensation summaries, performance evaluations, and training programs * Overseeing health insurance with dedicated compliance assistance * Administering employee benefits * Monitoring attendance and work hours * Processing payroll and managing tax filings * Facilitating retirement planning with comprehensive reporting, participant enrollment, and management options By embracing the full potential of Paychex Flex, your business can streamline HR operations and foster growth effectively.

PrimePay transcends the traditional human capital management (HCM) system by offering a revolutionary approach for leaders across HR, finance, IT, and payroll to make informed, strategic decisions about their workforce through a comprehensive platform. Unlike typical HCM systems, PrimePay’s innovative time-machine technology and position-based framework enable leaders to access real-time data encompassing past, current, and future workforce metrics. Additionally, our unique drag-and-drop organizational chart empowers leaders to effectively plan for headcount while executing their strategies flawlessly. A unified core system guarantees that any modifications to data are accurately reflected throughout the entire platform without delay, which conserves valuable time and resources for your team. With PrimePay, businesses can prioritize their growth objectives rather than getting bogged down by administrative tasks, confident that their data remains consistently accurate and up-to-date. Our extensive suite of solutions encompasses: • Performance Management • Learning & Development • Talent Acquisition • Human Resources • Payroll & Tax • Benefits Administration • Time & Attendance • Robust Data • Ad Hoc Reports • Custom Dashboards This diverse collection of services ensures that every aspect of workforce management is covered, enabling companies to thrive in a competitive marketplace.

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.

A custom-built, unified software platform will empower you to stay ahead of both industry developments and client demands. With a focus on smooth implementation, you will benefit from a dedicated Account Manager along with an exceptional service team that stands out from other providers. Paylocity employs its own solutions daily to foster engagement, collaboration, success, and overall productivity. Both administrators and employees can enhance their daily operations, ensuring greater efficiency throughout the organization. Furthermore, Paylocity can integrate seamlessly with other business systems, facilitating a smooth data exchange between your most frequently used tools. Located in Chicago, Paylocity has transformed the landscape for human resources and payroll experts for more than two decades. As a payroll and HR professional, you serve as the crucial link between employers and employees during this public health crisis. In the midst of navigating the challenges brought on by this pandemic and adapting to new operational methods, think of us as your invaluable resource. The impact of the coronavirus outbreak has reshaped our everyday lives, but together, we can overcome the obstacles ahead. It is essential to remain connected and support one another during these trying times.

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.

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.

Flume OS revolutionizes traditional Third Party Administrators (TPAs) by enabling organizations to design and roll out sophisticated health plans in a matter of months. With pre-built solutions, workflows, and documentation readily accessible from the outset, there's no requirement for additional personnel. By replacing your existing in-house or outsourced TPA with a comprehensive platform, you can shift your focus to creating exceptional health plans instead of getting mired in operational challenges. Additionally, our robust APIs and EDI toolkit facilitate seamless connections with your support, EMR, or clinical delivery systems, integrating them into the foundation of your cutting-edge plans, which ultimately boosts both efficiency and effectiveness. This integration not only simplifies procedures but also equips companies to adapt swiftly to market shifts, ensuring they remain competitive and responsive in a fast-paced environment. As a result, organizations can harness their resources more effectively while driving innovation in their health plan offerings.

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.

PENFAX is an all-encompassing technology solution for pensions, comprising four essential products designed to cater to diverse organizational needs. These products utilize scalable technology that can be customized to align perfectly with your specific requirements. Our administration system, in particular, guarantees accurate calculations no matter how intricate your pension rules may be, while our portal offerings are designed to meet the unique preferences of both plan members and employers. The PENFAX Admin System includes a comprehensive array of modules that facilitate efficient pension management, trusted for handling even the most complicated plans. It boasts a powerful and adaptable rules-driven calculation engine, capable of adjusting to perform both simple and highly complex calculations, with the ability to accommodate memberships from 1,000 to 1,000,000 individuals. Our team of dedicated professionals partners with you to thoroughly understand your needs, ensuring that PENFAX is precisely configured to boost efficiency for your organization. Additionally, our continuous support ensures that your pension administration remains flexible and responsive to evolving business needs, ultimately driving sustained success over time. As a result, PENFAX not only meets current demands but also prepares you for future challenges in the pension landscape.

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.

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.

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.

Remove the hassle and worry associated with managing multiple vendors by letting HealthEquity handle everything from beginning to end. Our experts will help you discover cost savings and access unparalleled bundled pricing options. Envision a streamlined platform where all your needs are seamlessly integrated. Choosing HealthEquity means you can benefit from a more organized and swift administrative process. Collaborate with an industry leader to adopt best practices while simultaneously lowering expenses. Simplify your operations with effortless, complimentary integrations into your health plan, retirement services, and payroll systems. Transitioning member files from any existing system or payroll provider is straightforward, and our team will take care of bulk transfers automatically, relieving you of that burden. Keep abreast of upcoming regulatory changes with prompt notifications that are designed to support compliance efforts. Our dedicated team maintains consistent communication with both state and federal regulatory bodies to ensure you remain well-informed. With HealthEquity as your partner, you can concentrate on what truly matters—improving your organization’s overall efficiency and effectiveness while enjoying peace of mind. Ultimately, our commitment to your success allows you to focus on your core mission without distraction.

Benefitbay has launched a groundbreaking benefit solution known as ICHRA, which allows employers to reimburse employees for their individual health insurance plans while still reaping the tax advantages that come with group insurance. This system empowers employees to select benefits that best meet their personal needs and preferences. Our platform prioritizes essential ICHRA functionalities, focusing on user-friendliness, adherence to regulations, effortless implementation, cost efficiency, and robust support. Employers have the flexibility to classify their workforce into different categories based on factors such as location, job type, and age. Once they set a budget, they can strategically assign specific contributions to each group. Employees will appreciate a simplified shopping and enrollment experience, enabling them to choose from any individual plan available in their region, whether it is part of the exchange or not. Additionally, Advanced Reimbursement Accounts (ARC) are put in place to ensure automatic monthly payments for premiums, and pre-tax payroll deductions are implemented for off-exchange plans, enabling the efficient generation of all necessary plan documentation. This holistic strategy not only simplifies the benefits administration process but also significantly boosts employee satisfaction by providing tailored options that cater to individual needs. As a result, organizations can foster a more engaged and content workforce, ultimately leading to improved employee retention.

BRMS stands out for its ability to process Medical, Dental, Vision, and Retiree claims with both efficiency and accuracy, ensuring quick turnaround times. Each night, we update eligibility through our MyHealthBenefits system to provide the most current information. Our proficiency in negotiating PPO agreements enables us to significantly reduce costs for employers related to claims. We manage the entire claims administration process, from the initial claim receipt and eligibility checks to negotiations and final payments. By consolidating all operations internally—encompassing claims processing, medical management, PPO network oversight, and billing—we provide a tailored and responsive service experience. For self-insured organizations, BRMS proves to be an essential ally in managing Medical, Dental, and Vision claims with remarkable precision and speed. Our dedication to delivering high-quality service and ensuring customer satisfaction distinctly positions us within the industry. Ultimately, our comprehensive approach to claims administration not only streamlines processes but also fosters long-lasting partnerships with our clients.

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.

Evolent Care Partners, a healthcare provider based in the Midwest, has achieved notable progress in both clinical and administrative performance, securing the impressive position of third nationally for total shared savings and the percentage of savings relative to benchmarks. By equipping independent primary care physicians with vital resources and capital, Evolent Care Partners enables them to successfully navigate and flourish under two-sided payer contracts, thus reducing their financial risks. In the realm of oncology and cardiology, New Century Health improves cost-effectiveness and care quality by utilizing clinical evidence to guide treatment decisions, an approach that garners support from both payers and providers. Additionally, Evolent Health Services enhances the efficiency of health plan operations with a comprehensive suite of services built on a modern, integrated platform and a commitment to strategic partnership. The organization also promotes the exploration of insights and updates related to value-based care, population health, and health plan management, reflecting its dedication to healthcare transformation. Overall, through these collective efforts, Evolent aspires to create a more streamlined and effective healthcare environment for all stakeholders involved.

For a quarter of a century, we have adeptly managed COBRA without encountering any legal challenges, even while processing millions of qualifying events. This wealth of experience serves as a strong endorsement of the dependability of our services, rendering us the perfect option for your requirements. When you find it necessary to remove an employee or dependent from your group insurance plan, just notify the insurance provider and access our system to enter the required data. Adhering to legal obligations is vital, and our notifications are meticulously designed to meet all standards while catering to each unique case of lost group coverage. In addition, our system actively monitors each individual, ensuring that you are promptly notified if any additional steps are necessary. With our committed team managing the timelines, payments, and communications for your qualified beneficiaries, you can be confident that everything is being handled by professionals. We take pride in streamlining the COBRA process, allowing you to focus on your business while we protect you from potential complications. Our long-standing expertise provides peace of mind as we navigate the complexities of COBRA compliance together.

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.

For over three decades, Paymate Software has been delivering affordable HR and payroll solutions tailored to companies of varying sizes. Our offerings include straightforward and dependable software designed for organizations spanning diverse industries throughout North America. Customers have consistently praised Paymate for its user-friendly interface and exceptional customer support. We are committed to a customer-centric philosophy, ensuring our software and services align perfectly with their requirements. Additionally, our team of payroll experts is not only highly skilled but also dedicated to collaborating closely with clients to fulfill their demands and surpass their expectations. With Paymate, managing payroll is a breeze!

Uncover the benefits of a customized insurance approach that directly addresses the unique challenges your business faces. Unlike the standard property and casualty (P&C) sector, your benefits operation deals with specific hurdles that necessitate a specialized management system to promote growth within the dynamic healthcare landscape. Instead of relying on an antiquated P&C model, your system ought to be tailored to meet the distinct requirements of your benefits services. For a closer look at BenefitPoint, we invite you to watch a short video. BenefitPoint serves as a dedicated management platform designed for agencies and brokers that handle substantial benefits operations, recognizing that traditional P&C systems can result in revenue declines and client dissatisfaction. By identifying payment discrepancies, providing flexible workflows for varying plans and enrollments, and implementing plan benchmarking, BenefitPoint enables agencies to adeptly manage the intricacies of benefits operations. This forward-thinking solution not only boosts your revenue and profitability but also cultivates customer loyalty, ensuring your agency flourishes in a competitive environment. By adopting these resources, you can enhance your growth trajectory and establish yourself as a reliable advisor in the benefits sector, paving the way for future successes. Take the initiative to invest in the tools that will elevate your business and set you apart.

We understand that millennial CEOs need quick access to data and insights that extend beyond the fundamentals. The traditional, laborious methods simply cannot meet these demands, which is why we focus on managing your most crucial resource—your workforce—creating pathways for both performance improvement and personal development. Our platform allows you to create and visualize your own charts and dashboards customized to suit your specific preferences and requirements. Through our Interactive Analytics, we provide a robust decision support system filled with all the vital information you could ever need. Emphasizing adaptability, interactivity, and complete personalization, our user experiences are designed to facilitate deep exploration and reveal trends through sophisticated drill-down and data filtering features, ensuring you are always prepared to make well-informed decisions. By enhancing your analytical experience significantly, we enable a more intricate understanding of the dynamics within your organization, paving the way for strategic growth initiatives that align with your vision. This comprehensive approach not only supports immediate needs but also fosters long-term success.

Our software is designed to significantly improve the efficiency, accuracy, and compliance within your benefits administration office. You can rely on our comprehensive solutions for processing, which include intuitive interfaces, dependable data, outstanding customer support, and an innovative mindset. Thanks to seamless integration across all modules, data is entered just once and remains accessible throughout our entire product range. The flexible technical architecture supports automation, secure transactions, and easily accessible insightful reporting. You will also benefit from the dedicated assistance of our expert software engineers alongside our attentive customer service team. Experience a smooth and efficient billing and payment process for both individuals and employer groups. Easily access and manage accounts receivable information quickly and cost-effectively. Our system is designed to be versatile, user-friendly, and low-maintenance, accommodating any number of plans, coverage options, and networks, including those that receive claims via EDI files. Furthermore, our ongoing commitment to enhancement guarantees that your organization will consistently enjoy the latest features and functionalities available. In this way, we ensure your benefit management operations not only meet current standards but also excel in future advancements.

Since the launch of Consumer-Directed Health Plans (CDHPs), our team of experienced professionals has created a variety of high-quality platforms. We have now come together to improve the overall user experience significantly. In today’s work environment, many employees find it challenging to maximize their benefits due to outdated consumer-directed benefits systems that have failed to keep pace with modern needs. The era of waiting around for claim status updates for ten days is behind us; with Elevate, you gain access to real-time information. Reimbursements can now be transferred to your bank account, card, or digital wallet in mere seconds, greatly simplifying the process. Say goodbye to the inconvenience of managing multiple cards to access your benefit funds; our innovative solution allows you to utilize a single contactless card that works seamlessly with mobile payment options such as Apple Pay and Samsung Pay. Furthermore, our customized guidance empowers users to make knowledgeable decisions, ensuring they receive the right assistance precisely when needed. This strategy not only enhances the accessibility of benefits but also equips employees with the tools they need to fully leverage their available options effectively. Ultimately, our commitment to innovation and user-centric design is set to redefine how employees interact with their health benefits.

Lively simplifies the management of Health Savings Accounts (HSAs), ultimately providing users with significant savings in both time and money. Acknowledged as a top HSA provider by Morningstar, Lively ensures that you can effortlessly offer an exceptional HSA experience. Our platform is specifically designed to cater to your requirements, featuring a smooth setup for employer-funded accounts, innovative tools, and outstanding customer service for you and your team. In contrast to many of our competitors, Lively does not charge any obligatory monthly maintenance fees to account holders and has a net promoter score that far surpasses the industry standard. Furthermore, we provide access to tailored investment options and allow account holders to start investing without needing a minimum balance, guaranteeing an accessible and user-friendly experience for everyone. With Lively managing your HSA needs, you can dedicate more time to your core business activities and enhance overall productivity. Embrace the ease and efficiency that Lively brings to the world of Health Savings Accounts.

PDS’ Vista offers a comprehensive human capital management software solution tailored for organizations with employees located in the United States, Canada, or the Caribbean. This all-encompassing platform integrates essential components—such as human resources, payroll, benefits administration, time and attendance tracking, recruiting, onboarding, self-service options, workflow management, analytics, and detailed reporting—streamlining business operations and enhancing efficiency. PDS caters to a diverse array of industries, including professional services, finance, healthcare, retail, manufacturing, utilities, transportation, hospitality, non-profit entities, education, government, and more. With its innovative cross-border, single database architecture, organizations can automatically deliver relevant content to employees based on their US or Canadian citizenship. While Vista functions as an integrated HCM and payroll solution, it also provides powerful tools designed to grow alongside your business, ensuring automation is implemented where beneficial and necessary features are accessible where it makes sense. You can choose between a cloud-based or on-premise deployment of Vista, equipping your organization with the operational management tools essential for effectively overseeing and securely managing your HCM ecosystem. This flexibility empowers organizations to adapt to their specific needs while maintaining compliance and efficiency in an ever-evolving landscape.