Best PensionGold Alternatives in 2025
Find the top alternatives to PensionGold currently available. Compare ratings, reviews, pricing, and features of PensionGold alternatives in 2025. Slashdot lists the best PensionGold alternatives on the market that offer competing products that are similar to PensionGold. Sort through PensionGold alternatives below to make the best choice for your needs
-
1
Introducing the sole contemporary, cloud-based platform for unions. Our comprehensive suite comprises two fully customizable systems dedicated to union management and benefits administration, seamlessly integrated with a cutting-edge website and secure member portal. We've revolutionized the landscape by crafting a unified system for expanding unions, liberating you from the burden of paperwork, tedious back-and-forth, and the complexities of running multiple systems, putting an end to administrative pains. Experience a smooth transition as we seamlessly implement your union's processes, rules, and bargaining agreements, enabling you to concentrate on what truly matters – the member. Our platform boasts a modern user interface, eradicating uncertainty. Unlike one-size-fits-all solutions, we tailor the system to align precisely with your workflows and processes. Whether you're processing dues, entering remittances, managing grievances, facilitating communications (via email and text), dispatching jobs, or updating member files, our Union Management platform has you covered. For those seeking cutting-edge union Benefits Administration, explore our Pension Reporting System.
-
2
Workterra
Workterra
Workterra is a fully configurable, easy-to-use benefits administration and enrollment platform built to simplify the growing complexity of benefits for HR and employees. Leading employers, brokers and carriers choose Workterra for its unmatched flexibility, robust reporting capabilities, and intuitive user experience. In addition to industry-leading technology, Workterra offers a comprehensive suite of administrative services to help clients with all of their benefits needs, including ACA reporting, FSA/HSA & Commuter Benefits, COBRA & Retiree Administration, Consolidated Billing, QMCSO, EOI Processing, Call Center Services, and more. -
3
MyEnroll360
Benefit Allocation Systems, LLC.
MyEnroll360 delivers a smooth and intuitive end-to-end user experience for both employers and employees through modern functionality and a fully integrated system. For administrators, the MyEnroll360 platform empowers easy, effective HR and benefits management. Easy to configure tools enable you to control employee information, track benefit allocation, manage new hires, and more, while a hands-on support team assists with all your administrative needs. Designed for all user levels, MyEnroll360 facilitates a painless enrollment process for employees and includes 24x7 access to an intuitive self-service employee portal with consolidated benefits and cost information – all supported by our customer support team. MyEnroll360 eliminates the need for multiple systems, resolves data discrepancies, and renders manual intervention obsolete. With rules-based eligibility controls and a unified database for all services, MyEnroll360 automates accurate transactions and compliance. Backed by in-house software development experts, MyEnroll360 is continually updated to support changing regulations and operational and underwriting requirements. MyEnroll360’s scalable, agile technology platform supports clients of all sizes. -
4
Paychex Flex
Paychex
7 RatingsPaychex Flex is an all in one HR software solution that you can expand or change as your business grows. It can be used to manage payroll, integrate your retirement and HR administration, as well as insurance management. We also offer expert knowledge about the regulations that may affect your business. Paychex Flex will benefit from more HR functions that you can bring to it. This will increase accuracy and efficiency. It can help you: * Track and recruit the best candidates * Streamlined onboarding and hiring * Provide key HR information through custom compliance documents. Compensation summaries, performance reviews and company training. * Manage your health insurance, including compliance support * Manage employee benefits * Track attendance and time * Pay your employees and file and pay taxes * Retirement planning, from testing to real-time reporting and participant enrollment and management -
5
Netchex
Netchex
27 RatingsNetchex, a cloud-based HCM system (Human Capital Management), is designed to assist businesses in managing their employee lifecycle. It includes tools for recruiting, hiring, onboarding, payroll and tax compliance, human resource management, time and attendance, benefits and more. Netchex is a cloud-based solution that allows users to manage their employee lifecycle from any device with internet access. Netchex's applicant tracking and onboarding software helps users to streamline the entire hiring process. Netchex's recruiting technology allows users to find and evaluate qualified candidates as well as perform background checks, send offer letters, archive CVs, and much more. Flexible payment options, preprocessing reports and analyses, compliance management, and other features help users manage payroll, tax, and other processes efficiently and accurately. -
6
PENFAX
JEA
PENFAX serves as our comprehensive pension technology solution, consisting of four fundamental products. These offerings leverage scalable technology and can be tailored to meet the specific requirements of your organization. Collectively, our administration system ensures precise calculations regardless of the complexity of your pension rules, while our portal products are adaptable to cater to the distinct preferences of both plan members and employers. The PENFAX Admin System encompasses a suite of modules that streamline pension administration and is relied upon to manage even the most intricate plans. Featuring a robust and flexible rules-driven calculation engine, this scalable system can be adjusted to handle both straightforward and exceedingly complex calculations, accommodating plan memberships ranging from 1,000 to 1,000,000. Our dedicated team of experts collaborates with you to gain a deep understanding of your requirements, ensuring that PENFAX is optimally configured to enhance efficiency for you and your organization. Furthermore, our ongoing support guarantees that your pension administration remains agile and responsive to any changes in your business needs. -
7
PX3000
Penad Pension Services
The PX3000 platform developed by Penad is an all-encompassing software solution for pension administration that effectively manages various benefit types and pension schemes. With its secure and scalable design, PX3000 includes advanced reporting capabilities and allows for self-service access, enabling financial organizations to efficiently monitor and assist both individual and group pension accounts comprised of multiple savings options. Additionally, Penad's PX3000 offers a wide array of features, including a specialized Human Resources Administration (HRMIS) module, management tools for retirement plans, administration services for retirees, and a module for group life and health benefits, among other functionalities. This extensive feature set makes PX3000 an essential tool for institutions looking to enhance their pension management processes. -
8
Equiniti Retirement Solutions
Equiniti
Equiniti Retirement Solutions delivers a wide array of advanced software and platform solutions aimed at revolutionizing pension administration through cutting-edge innovation and digital transformation. Boasting a remarkable legacy of over 187 years in the retail and workplace wealth, life, and pension sectors, EQ focuses on providing future-ready technology that seeks to lower ongoing expenses, enhance efficiency via process automation, and mitigate regulatory risks. Their unique administration platform, Compendia, guarantees a smooth user experience with features including automated benefit calculations, effective document management, and self-service portals for members. For Local Government Pension Schemes (LGPS), EQ's specialized Compendia LGPS caters to the distinct requirements of public sector pension administration, incorporating workflow automation, online member services, and real-time management insights. Furthermore, EQ also presents strong data solutions aimed at alleviating the dangers linked to inadequate pension scheme data, ensuring greater reliability and accuracy in pension management. This comprehensive approach underscores EQ's commitment to enhancing the overall efficiency and effectiveness of pension administration for its clients. -
9
Neospin
Sagitec Solutions
Sagitec offers a range of innovative software solutions, including Neospin™, a comprehensive browser-based pension administration system designed for efficient management of pension benefits. Additionally, Sagitec Neosurance™ provides a fully integrated platform for handling unemployment insurance, disability insurance, and paid family leave, all accessible through a user-friendly web interface. The Sagitec HealthConnect platform facilitates Medicaid member engagement by empowering users to take an active role in their health management, utilizing Microsoft’s Azure cloud, which is HITRUST certified for security. Furthermore, Xelence™ serves as Sagitec's low-code/no-code platform, providing a visual environment that enables both citizen developers and IT professionals to create, test, and launch a variety of applications. This platform simplifies the development process for everything from basic consumer applications to complex enterprise solutions, featuring intuitive drag-and-drop capabilities and integrated enterprise architecture tools that streamline application deployment. With these tools, organizations can enhance their operational efficiency and improve service delivery across various sectors. -
10
Procentia
Procentia
Our software provides top-tier automated pension administration services. Procentia stands as an independent entity focused on developing innovative pensions software solutions. Recognized as a global leader in this sector, we collaborate closely with our clients to offer a flexible, dependable, and high-value approach to pension management. The exceptional quality of our software, our dedication to outstanding customer service, and the expertise of our specialized staff in the pensions and financial services sector underpin our esteemed global reputation. The success stories from our clients illustrate the advantages they and their customers have realized through the adoption of Procentia's software. Our teams for implementation and support consist of skilled developers who hail from the pensions and financial services arena. Additionally, we provide an online knowledge base and issue resolution tools that are available around the clock, ensuring that assistance is always within reach. This commitment to accessibility and support reinforces our mission to empower clients in their pension administration endeavors. -
11
PensionPro
PensionPro
PensionPro is a comprehensive cloud software solution aimed at enhancing the efficiency of Third Party Administrators (TPAs) by simplifying plan management, client interactions, and overall business operations. It features three different levels: TRACK, TEAM, and BUSINESS, each specifically designed to cater to diverse organizational requirements. TRACK is the foundational tier, offering fundamental tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting options. Additionally, it grants access to PlanSponsorLink.com, a secure portal that facilitates seamless information sharing between administrators and their clients. The TEAM tier builds on the capabilities of TRACK by incorporating features like online data collection, time tracking, mass email functionality, fee schedule oversight, and integration with ftwilliam.com for necessary forms and compliance needs. This level is crafted to enhance operational organization and streamline internal processes, ultimately boosting profitability. Furthermore, the BUSINESS tier offers even more advanced tools and analytics to support larger organizations in maximizing their operational effectiveness. -
12
The Pension Administration System consists of a calculation engine, a data management application, a report generation tool, and a development platform aimed at plan sponsors, third-party administrators, and benefits consultants. It is designed to model intricate benefit plans through the use of parameter definitions, pre-defined business objects, and entry points that follow established rules, all tailored to satisfy specific benefit administration needs. Utilizing an N-tier architecture, the system separates the application into various layers, which allows for a modular design approach that accommodates growth and facilitates quick, cost-effective integration with existing client systems. Additionally, the Pension Administration System is specifically tailored to streamline all pension administration tasks without requiring complex coding. Furthermore, the system includes a variety of functionalities that enhance its usability and efficiency for end-users. Below is a comprehensive list of some of the processes available within the system.
-
13
Pension OS
Union.dev
Pension OS, developed by Union.dev, is an innovative software solution for pension administration that simplifies the management of union pensions across various plans. This platform features a centralized database that tracks exhaustive details for every member, whether they are currently active or have left, which allows administrators to swiftly update contact details, manage dues, and handle beneficiary processes while maintaining a thorough audit trail for all modifications. It accommodates a variety of plan types, including defined contribution, defined benefit, multi-employer pension plans, and Taft-Hartley plans. The robust system incorporates a modern cloud database, customizable workflows, security-focused permissions and approvals, tailored reporting options, payment integrations, instant statements, and a comprehensive audit trail. Additionally, Pension OS enables smooth transitions for its members, facilitating the quick processing of retirements, terminations, or deaths with minimal effort, and ensuring that the administrative burden is significantly reduced. With its user-friendly interface and powerful features, Pension OS stands out as a leading choice for unions looking to modernize their pension management processes. -
14
Avenu CPAS
Avenu Insights
Avenu Insights & Analytics presents CPAS (Clearview Pension Administration Solution), an all-encompassing, web-based system crafted to enhance the management of retirement plans for both governmental and private organizations, including union trusts, third-party administrators, and financial institutions. With a legacy spanning over 35 years and deployments on four continents, CPAS effectively accommodates various pension structures such as defined benefits, defined contributions, hybrid plans, and health and welfare administration. The platform boasts a suite of integrated administrative features, optimized business workflows, user-friendly self-service portals, and robust data management tools, empowering administrators to gain a comprehensive view of member information and provide outstanding service. Members enjoy the advantages of secure and personalized self-service portals, which are furnished with tools for retirement modeling, planning, and calculations, thus facilitating proactive preparation for their futures. Additionally, CPAS is designed to be both scalable and adaptable, catering to the diverse needs of organizations, regardless of their size. Its versatility ensures that all users can tailor the system to meet their specific requirements effectively. -
15
Civica Pensions
Civica
Civica's Universal Pensions Management (UPM) is an all-inclusive, cloud-based solution for pension administration aimed at improving member experiences and optimizing operations. By unifying pension administration, document management, and payroll functions within one platform, UPM leverages advanced process automation to lower administrative expenses while enhancing data integrity. This system includes tailored online portals for both members and employers, fostering significant digital transformation and self-service options. Additionally, UPM boasts robust integration with prominent industry solutions focused on bank validation, identity confirmation, and document verification. The platform efficiently manages over 100 schemes, overseeing more than £43 billion in assets and catering to 3.5 million members. Impressively, four out of the five leading local government pension schemes have recorded the lowest 'per-member administration' costs through UPM, demonstrating its effectiveness in the field. Ultimately, UPM stands out as a vital tool for modern pension management. -
16
Milliman MARC
Milliman
The Milliman Actuarial Retirement Calculator (MARC) serves as an all-encompassing system for pension administration, aimed at ensuring precise and efficient oversight of defined benefit plans. Established in 1991 by a skilled team of Milliman actuaries, retirement plan consultants, web developers, and IT experts, MARC provides a solid framework for calculating pension benefits and maintaining essential administrative data. Its adaptable design accommodates a variety of plan types and enables fully customizable calculations, reports, forms, data management, web interfaces, and workflow systems. By fostering participant involvement, MARC features an intuitive website that empowers employees to access personal information, utilize self-service options like adding beneficiaries, manage forms and documents, communicate with plan sponsors, generate pension estimates, and perform comprehensive retirement modeling. Overall, MARC not only streamlines pension management but also enhances the overall retirement planning experience for participants. -
17
V3locity
Vitech Systems Group
V3locity®, developed by Vitech, is a groundbreaking cloud-based platform for administration, engagement, and analytics that provides comprehensive business functionalities throughout the entire life cycle, alongside powerful enterprise features. This innovative platform seamlessly integrates essential administrative tasks with an exceptional digital user experience. Its modular architecture allows for adaptable and swift deployment approaches, catering to various business needs. Built on a sophisticated cloud-native framework, V3locity harnesses the distinctive advantages of AWS, ensuring a solution that excels in security, scalability, and resilience, ultimately transforming how organizations operate and engage with their clients. -
18
Oliver Benefits Administration
Oliver Benefits Administration Software
Transform the management of your benefits and retirement plans with a solution that is comprehensive, scalable, and cost-effective. Oliver offers innovative benefits administration software designed to revolutionize the way you handle these crucial aspects. With the significant responsibility of migrating and managing vast amounts of sensitive employee information, our team draws on decades of expertise to facilitate a seamless Data Migration process. Accurately assessing and establishing eligibility for hourly workers can be challenging, particularly when dealing with intricate plan details, but Oliver’s Hour Bank Product is here to simplify your workflows. Additionally, making modifications to legacy systems can lead to considerable challenges for administrators, often hinging on the availability of a single person. Discover how our thoughtful configuration strategy enhances the effectiveness of our Pension Plan Products, ensuring that you can efficiently navigate these complexities. By embracing Oliver, you’re not just adopting a software solution, you’re investing in a more streamlined and efficient future for your organization. -
19
Visma Idella
Visma Idella
Visma Idella delivers cutting-edge software and services tailored for the financial industry in the Netherlands, with a particular emphasis on pension management, disbursements, and social benefits. With a client base of over 4.3 million Dutch pension members and handling monthly disbursements totaling €2 billion, the company offers cloud-based, modular, and scalable solutions that guarantee adherence to both national and international regulations and security standards. As a member of the global Visma Group, Visma Idella meets rigorous requirements for cybersecurity, privacy, and compliance. In an era where technology plays a pivotal role in transforming the financial landscape, the company excels at addressing intricate challenges and delivering tangible value. Our dedication is centered on crafting and implementing software that is ideally aligned with the needs of financial institutions, fostering efficiency and innovation in the sector. By continuously evolving and adapting our solutions, we aim to enhance the overall experience for our clients and their participants. -
20
Smart Pensions
Smart Pensions
Our innovative technology is specifically designed for the pension sector, emphasizing a digital-first approach that simplifies pension administration for employers. Furthermore, our app enables members to effortlessly oversee their pension savings whenever they choose, with just a simple tap. We are committed to investing members' pension funds to ensure robust returns while actively addressing climate change to foster a healthier society and planet. Our goal is to achieve net-zero emissions by 2040, along with a 50% reduction in emissions by 2025. To safeguard members' pension savings, we implement strong governance practices, complemented by oversight from independent trustees. Recognizing that financial needs vary for each individual during retirement and can evolve over time, we have developed Smart Retire to adapt to these changing requirements. Our commitment to a user-friendly, tech-driven solution ensures that both employers and members can navigate their pension needs efficiently and effectively. The combination of our strategic investments and advanced technology places us at the forefront of the industry, dedicated to both financial growth and social responsibility. -
21
SpyGlass
Beacon Technologies
SpyGlass, our advanced software for managing health claims at the enterprise level, presents a robust and adaptable solution for efficient and accurate claims processing. The platform simplifies the setup of benefits and plans significantly. Fully integrated with SpyGlass, BenefitDriven offers eligibility verification, contribution accounting, and pension management specifically tailored for the Taft-Hartley sector, encompassing a comprehensive suite of data and processes for both Participants and Employers. Our all-encompassing EDI gateway and scheduler, HIPAA Director, functions as a central hub, enabling seamless connections with vendor partners to minimize transaction costs, streamline batch transfers, and automate the transfer process. With SpyGlass, you gain an in-depth, panoramic view of your population while also having the capability to drill down to granular details with ease. You can access an extensive selection of unique reports, fully customizable dashboards, and maintain total control over your system, ensuring that you have everything you need at your fingertips to make informed decisions and optimize your operations. In this way, SpyGlass empowers organizations to enhance their efficiency and effectiveness in managing health claims. -
22
SLOPE
SLOPE
Slope Software presents an innovative, cloud-based actuarial modeling platform that aims to simplify intricate financial projections and analyses. This platform allows for code-free, visual model creation with live formula validation, which empowers actuaries to construct transparent and adaptable models with great efficiency. It comes equipped with a comprehensive library of assets and liabilities, making it easy to develop complex financial products. Slope's high-performance mode can enhance projection speeds by as much as ten times, enabling users to rapidly derive essential insights via its dynamic reporting capabilities. Furthermore, the system incorporates advanced assumption management features, which facilitate the aggregation and oversight of data from upstream sources to formulate strong assumptions. With integration options for APIs and Snowflake, Slope automates repetitive tasks and enables users to query actuarial outputs alongside other critical company data, enhancing overall business intelligence. In doing so, Slope Software not only streamlines the actuarial process but also provides significant value in strategic decision-making for organizations. -
23
Keystone by Smart
Smart
Keystone by Smart provides a versatile platform tailored for a variety of entities, including national and regional governments, banks, pension providers, asset managers, trade associations, and affinity groups. These enterprise solutions are fully customizable to meet the specific needs of your organization and market. As the world's first global, cloud-native retirement savings platform, Keystone by Smart is operational across four continents, assisting over a million individuals in planning and managing their retirement finances in collaboration with some of the most recognized financial institutions globally. This singular retirement technology platform empowers financial services organizations and governments to effectively cater to their customers' and citizens' needs while remaining adaptable to legislative changes now and in the future. The platform supports a wide range of functionalities, from user-friendly apps and web-based tools for both employers and employees to comprehensive data migration services that facilitate the movement or consolidation of vast numbers of accounts, ensuring seamless integration and management. With Keystone by Smart, organizations can not only streamline their operations but also enhance the retirement planning experience for their users. -
24
Alight
Alight Solutions
Although cloud technology has made many aspects of your operations easier, your team might still feel overwhelmed. Our HR solutions enable you to automate tedious tasks, allowing you to concentrate on what truly matters – becoming a more strategic partner in your business and enhancing the overall experience for your employees. With our service centers, chat options, and self-service request portals, dependable HR support is always accessible, featuring language options and customized systems. Whether your staff faces significant issues, has minor inquiries, or requires assistance with your systems, we've got it all covered. Your HR platform is effective in managing personnel, but are your processes fully utilizing the available technology? We don’t just handle routine administrative tasks; we also identify areas for process enhancement and assess what the data reveals about your workforce. By doing so, we aim to boost both utilization and satisfaction through a seamlessly integrated benefits platform, ensuring that your team can fully engage with the tools at their disposal. Ultimately, our goal is to empower your organization to achieve its highest potential. -
25
Standard Life
Standard Life
Envision a streamlined approach that provides your organization with a more efficient work environment, improved employee benefit options, and additional advantages. Standard Life is equipped to turn this vision into a reality today through our comprehensive solution. This comprehensive solution involves collaboration with Standard Life to establish a cohesive suite of offerings tailored to your organizational requirements. Such an approach can effectively manage your workplace pension, craft a holistic rewards and benefits strategy, or provide your staff with access to our financial wellness and planning services, savings options, and retirement solutions. By implementing a rewards package that enhances your competitive edge in attracting and retaining talent, you can also deliver engaging rewards and support to your employees. This package may encompass voluntary benefits, enticing rewards, and robust financial wellness assistance, ultimately fostering a more satisfied and productive workforce. -
26
Benefitfocus
Benefitfocus
Effortless and secure data sharing is essential for the benefits ecosystem and vital for ensuring a reliable consumer experience. Utilizing an extensive array of integration technologies, the Benefitfocus platform facilitates nearly instantaneous data exchange throughout the ecosystem with unprecedented accuracy and simplicity. This architecture, powered by AI and designed around services, reduces expenses related to custom integration, boosts data integrity, and enhances operational efficiency for all users. Tailored solutions necessitate user-friendly interfaces and experience-driven workflows, along with the flexibility to evolve alongside innovative ideas. With Workbench, our partners and team members can swiftly and effortlessly adapt and redesign the platform experience without needing specialized web development skills or incurring high costs. This adaptable UX design environment not only accelerates product development but also streamlines implementation and updates across the entire ecosystem, fostering continual improvement and innovation. As a result, users can quickly respond to changing market demands and leverage new opportunities more effectively than ever before. -
27
LynchVal
Lynchval Systems
Lynchval Systems Worldwide Inc. is a privately held solutions provider focused on developing and supporting software and consulting services for pension and Other Post-Employment Benefits (OPEB). Our main strength is in collaborating with clients to create tailored pension and benefits solutions that meet their specific requirements. We boast a distinctive product architecture alongside advanced programming capabilities, enabling us to implement complex plan provisions seamlessly within our platform. We excel at adapting our software features to align with the individual needs of our clients, whether that involves adding new options to existing functionalities or developing entirely custom interfaces, tailored reports, and calculation modules. Additionally, our products are built to be scalable, ensuring they can efficiently manage varying participant volumes while delivering the quick calculation speeds that our clients expect and require. Ultimately, our commitment to customization and performance sets us apart in the industry. -
28
FundOfficeXG
basys
The FundOfficeXG system by basys can significantly enhance the efficiency of your benefits administration by meticulously tracking all facets of your contributions accounting and eligibility management. This robust administration suite, combined with easy-to-use online self-service portals, equips you with the necessary tools to oversee, monitor, and compute eligibility and employer contributions effectively. FundOfficeXG boasts an extensive array of advanced processing capabilities, offering a comprehensive solution for both the remittance and collection of benefit contributions, as well as managing eligibility for your members and their families. Built on a secure and reliable calculation engine with adaptable parameters under your control, FundOfficeXG streamlines even the most intricate tasks, such as administering multiemployer health eligibility, managing hour banks, handling retiree health benefits, processing premium billing, and facilitating COBRA procedures. By leveraging this powerful tool, organizations can improve their overall operational efficiency and ensure compliance with benefits regulations seamlessly. -
29
hrMecca
hrMecca
Monitor participant information, interface with payroll and HRIS platforms, assess benefits, generate worksheets and retirement packets, and offer an employee self-service portal that enables participants to examine their pension details and simulate retirement benefits. Additionally, it provides HR administrative functions to payroll providers to enhance their payroll services. This system features real-time bi-directional data synchronization via a RESTful API with the payroll database. It also tracks employee vaccination and testing statuses while securely storing documentation for vaccine/test verification. Comprehensive reporting is available across the entire user base, alongside automated alerts and a self-service platform. All clients benefit from using the latest version of our main application, empowering our implementation teams to develop robust solutions that are reliable in both governmental and private sectors, ensuring client satisfaction and operational efficiency. This commitment to continuous improvement and user support highlights our dedication to excellence in service delivery. -
30
Benefitsolver
Businessolver
We provide comprehensive benefits administration solutions and services essential for both you and your employees, evolving the annual enrollment process into a personalized experience that lasts throughout the year. Businessolver® introduces revolutionary benefits technology, coupled with a steadfast commitment to addressing your needs, both in the present and in the future. Our aim is to support your employees and maximize their benefits value, while also managing their overall health and financial well-being. Our innovative technology and service framework ensures a tailored benefits experience, regardless of the time or location when your members require assistance. The cornerstone of any benefits enrollment software is the integration of timely and precise data management within your online administration platform. Our platform, Benefitsolver®, not only meets the demands of today but is also equipped for the challenges of tomorrow, ensuring that your organization's benefits administration evolves alongside your needs. By prioritizing user experience, we strive to enhance the overall satisfaction and engagement of your workforce. -
31
The Retirement Analysis Kit (TRAK)
RetireReady Solutions
$500.00/year The Retirement Analysis Kit (TRAK) stands out as a cutting-edge retirement software that has effectively assisted advisors in motivating individuals towards achieving retirement readiness. It addresses crucial queries clients may have regarding their retirement plans. By offering tailored education, TRAK inspires participants to take decisive steps towards their future. The software also facilitates thorough one-on-one retirement planning sessions, enabling the calculation of pension benefits, survivor options, and strategies for pension maximization. Additionally, it showcases savings strategies for 403(b) and 457 plans, integrating them into a comprehensive retirement strategy. TRAK prioritizes clients' best interests by delivering clear and transparent insights into popular retirement approaches. Have you ever dedicated significant resources to formulating a retirement plan for your clients, guided them through the details, only to witness their disinterest as they said, "We’ll think about it"? Experiences like these indicate a lack of effective connection with your clients, which TRAK aims to remedy through its engaging platform. -
32
Zevo Benefits
Zevo Benefits
Bid farewell to red tape and disruptive practices while embracing a more agile, precise, and human-centered methodology. With Zevo’s intuitive, adaptable, and reliable platform, you can enhance your benefits administration process effortlessly. The integration of your current systems with Zevo Benefits allows for smooth data transitions and efficient workflows. Compliance becomes a breeze thanks to Zevo’s all-encompassing ACA reporting features. Minimize data inaccuracies with Zevo’s unique data patrol system, which focuses on ensuring precision and mitigating risks. Additionally, make your billing procedures simpler with Zevo’s unified billing solution. For large affinity groups, Zevo Benefits offers alternative payment options that facilitate streamlined payments. Zevo stands out as the most cost-effective and valuable benefits administration platform, designed with both core and voluntary benefits at its heart. Begin saving immediately with our provider-neutral platform and extensive network of carrier partnerships. Enjoy more of your free time without the burden of excessive office hours, allowing you to focus on what truly matters. By prioritizing user experience, Zevo ensures that your benefits administration is not only efficient but also tailored to meet the unique needs of your organization. -
33
Empyrean Benefits Administration Technology Platform
Empyrean Benefit Solutions
Collect immediate insights through customizable, on-demand solutions that feature automated workflows, integrated eligibility and compliance guidelines, and a user-friendly enrollment process tailored to enhance your employee benefits strategy. Streamlined integration options reduce administrative challenges by ensuring secure links to your providers, encompassing everything from payroll and HRIS systems to wellness initiatives and consumer accounts. Capture real-time data with tailored reporting while utilizing sophisticated analytics to assess and enhance program efficiency. Your committed Client Service Team delivers specialized configuration, thorough testing, optimal best practices, and agile support for your workforce, adapting continuously to the evolving needs of your organization. This comprehensive approach not only simplifies processes but also empowers your team to make informed decisions that drive success. -
34
BenefitDriven
BeneSys
BeneSys started its journey by creating software tailored for our sector. Our in-house developed software, BenefitDriven, utilizes the Microsoft technology stack, specifically .NET and SQL Server. BenefitDriven is capable of collecting a wide range of data points pertaining to both Participants and Employers. This encompasses unique demographic and identifying details, alongside information pertinent to the management and distribution of contributions, accurate calculations, and daily oversight of various benefits, including health and welfare, pensions, and vacation, in addition to facilitating ongoing communication, accounting, and audit requirements. The comprehensive nature of BenefitDriven ensures that all aspects of benefit administration are efficiently addressed. -
35
AspireHR
AspireHR
AspireHR places innovation at the forefront of its mission, constantly developing solutions to meet the intricate demands of human resources. To aid clients in enhancing productivity and achieving their business goals, AspireHR provides a comprehensive range of proprietary products. Among these offerings is AspireHR Cloud Benefits™, a cutting-edge benefits management platform that facilitates the showcasing of benefits programs, helps manage costs effectively, and delivers a seamless enrollment experience for employees within SAP SuccessFactors. Additionally, the AspireHR SmartSuite™ consists of a robust collection of HR tools designed to streamline, expedite, and minimize risks during critical implementation phases. This SmartSuite™ enhances the process by aiding in configuration gathering, automating operational workflows, simplifying vendor management, executing repetitive and comprehensive test automation, and ensuring secure data extraction, translation, and loading. Furthermore, the AspireHR Payroll LaunchSuite™ delivers a formidable array of payroll reporting and testing capabilities that empower organizations to manage their payroll functions with greater efficiency and accuracy, ultimately fostering a more reliable HR ecosystem. Through these innovative solutions, AspireHR aims to transform the HR landscape and empower businesses to thrive. -
36
Congruent CORE Platform
Congruent Solutions
Congruent's CORE suite offers a cloud-based self-service platform designed to assist retirement plan providers and third-party administrators in effectively managing, overseeing, and sustaining their plans. Our state-of-the-art technology and capabilities ensure that plan providers remain competitive in the ever-evolving market. Reach out to us for more information about our innovative products. Determining participant eligibility for enrollment in your plan can be intricate, necessitating a thorough examination of various data types, kinds, and locations. This is precisely where the CORE Eligibility & Enrollment Solution proves invaluable. With more than ten years of expertise in the U.S. retirement planning sector, Congruent Solutions is strategically positioned to provide exceptional and tailored solutions that truly deliver results. Our platform allows for the analysis of diverse data types that are submitted and stored across various formats and locations, all from a single, cohesive system. This integration simplifies the process, making it easier for providers to manage their plans efficiently. -
37
Union Fusion
Union Fusion
Union Fusion oversees various local dues, manages apprenticeship information for JATCs, handles remittances, benefits administration, and a host of additional services. The platform facilitates dues collection, offers a member portal, supports scheduled payments, manages dues checkoff, and organizes events while maintaining a robust contact management system. In terms of apprenticeship oversight, it handles everything from upgrades and on-the-job training (OJT) to certifications, class administration, grading, and tracking attendance. Furthermore, it manages remittances, benefits disbursements, pensions, health benefits, disability payments, annuities, and 401k accounts seamlessly. Our integrated payment solution allows users to process dues in a single action, ensuring a swift and efficient experience. Members can conveniently pay their dues online or arrange for monthly payments, enhancing accessibility and flexibility. Additionally, we provide integrated communication tools that utilize Amazon Simple Email and Twilio for text messaging and automated calls, ensuring that all stakeholders stay informed and connected. -
38
PTO Genius
PTO Genius
You could be maximizing the potential of your PTO benefits, which can lead to increased employee satisfaction, improved retention, reduced stress, and enhanced engagement by encouraging employees to utilize their time more effectively. A staggering 78% of workers are living from one paycheck to the next, while 41% find it challenging to manage a $2,000 unexpected expense, making accrued PTO a valuable resource for addressing unforeseen financial challenges. Employees can utilize their accrued PTO to contribute to their retirement savings, invest in their child's education through a 529 plan, or alleviate student loan debt, making it a versatile asset. Research shows that 68% of employees return from time off feeling reenergized and more productive, and PTO Genius actively identifies company-friendly ways for employees to take time away, while also simplifying the process of converting unused PTO into cash to fund vacations. The Genius Team is dedicated to supporting you throughout this journey, helping you to grasp the extensive features and advantages available for your organization, tailoring the platform to meet your specific requirements, and ensuring a smooth launch experience, all within just a few days! We’re excited to assist you in enhancing your workplace culture! -
39
Amplify HR
Amplify HR
Amplify HR stands out as a premier Professional Employer Organization (PEO), expertly managing all the administrative duties associated with business operations so that clients can concentrate on expanding their enterprises. Their extensive offerings encompass payroll processing, benefits administration, human resources, retirement solutions, as well as risk management and compliance services. Utilizing a cloud-based technology platform, Amplify ensures clients have seamless access to payroll details, benefit deductions, and time-tracking information. The strategic practices they implement are designed to enhance the financial performance of their clients, while also providing administrative relief through personalized support, controlling costs, boosting employee engagement, and sharing the burden of workplace risks. The firm prioritizes complete client satisfaction across all products and services, reinforcing their commitment to quality. By distributing the various work-related risks and responsibilities, businesses can create a more balanced work environment. Additionally, expanding HR offerings can significantly elevate company culture and employee morale. -
40
BenefitNet
Teambase
We provide a diverse range of cloud-based solutions tailored for the contemporary business landscape. Our expertise encompasses human resources, payroll, employee benefits, flexible benefit programs, and specialized products designed for modern insurance brokers and insurers. BenefitNet serves as a comprehensive online platform that streamlines the administration of employee benefit schemes—covering medical, life, and additional policies—for insurers, brokers, and employers alike. Our innovative solution empowers entities of all sizes to facilitate the online enrollment and management of flexible (voluntary) benefits schemes efficiently. Additionally, the Teambase Companion acts as a digital assistant intended for both internal and external interactions, enhancing the way organizations communicate with their employees or clients through automated dialogues in digital formats. This multi-faceted approach not only simplifies processes but also fosters stronger connections within the workforce and client base. -
41
COBRA OnQue simplifies and enhances your COBRA administration experience, providing a comprehensive solution that places you in control of the entire process along with its associated costs. This innovative software empowers users to navigate the complexities of COBRA administration effortlessly, even if they lack prior experience, saving valuable time in the process. Unlike other products that only offer basic record-keeping, COBRA OnQue goes above and beyond by educating and guiding users through COBRA regulations, alleviating the burden of becoming an expert in the field. Additionally, it is significantly more affordable than hiring third-party administrators and proves to be more efficient and user-friendly. When compared to the time-consuming nature of manual administration and the ongoing costs of COBRA training, COBRA OnQue presents a highly cost-effective alternative for organizations seeking to streamline their COBRA management. By choosing this software, businesses not only save money but also reduce the stress and complexity often associated with COBRA compliance.
-
42
bswift
bswift
Selecting the ideal partner for benefits administration can transform your approach from merely troubleshooting issues to fully harnessing the effectiveness of your benefits strategies and investments. Our organization embodies a people-centric philosophy coupled with a solutions-oriented ethos, which drives us to continuously engage with your objectives and collaborate on effective strategies to achieve them. Recognizing that every client has distinct needs, we prioritize flexibility and innovation to ensure those needs are met. We understand that navigating the benefits enrollment process can be intimidating, so our goal is to streamline the experience and make it as simple and clear as possible. With bswift, we cut out the unnecessary complexities, guiding users along straightforward paths to their objectives while steering clear of confusing jargon related to health care and insurance. As a result, employees can maintain complete control over their enrollment process from beginning to end, ensuring a seamless and empowering experience. Our commitment to clarity and user empowerment further enhances the overall benefits experience, fostering greater engagement and satisfaction. -
43
Insperity stands out as a leading provider of human resources and business performance solutions, dedicated to assisting companies in reaching their full potential through the optimization of HR processes and enhancement of operational efficiency. With a focus on HR outsourcing, payroll processing, benefits administration, and risk management, Insperity offers customized services designed to cater to the distinct requirements of various industries. Their holistic approach encompasses strategic advice, advanced technology, and committed support, allowing organizations to concentrate on their growth and innovative endeavors. Backed by decades of expertise, Insperity has established itself as a reliable ally for businesses aiming to improve workforce management, attract exceptional talent, and cultivate a vibrant workplace culture, making them an invaluable resource in today’s competitive market. Ultimately, their commitment to excellence helps businesses not only to thrive but also to adapt in an ever-evolving landscape.
-
44
BenSelect
Selerix
With over 18,000 employers and 8 million employees relying on it, Selerix BenSelect serves as a vital tool for employers, brokers, and carriers to manage core and voluntary enrollments, comprehensive benefits administration, and smooth integrations with third-party data systems. Selerix is fully committed to empowering you to excel in your HR role. Our all-encompassing benefits platform is built upon extensive industry expertise and advanced technology, ensuring it meets your needs effectively. It is affordably priced, packed with features, and offers genuine customization options to fit your organization’s requirements. -
45
Elevate
Elevate
Since the inception of Consumer-Directed Health Plans (CDHPs), our team of seasoned professionals has developed numerous top-tier platforms. Now, we have united our efforts to enhance the overall experience for users. Today's workforce struggles to fully utilize their benefits due to outdated consumer-directed benefits platforms that have not evolved with the times. The days of waiting ten days for claim status updates are long gone; with Elevate, you receive real-time information. Reimbursements can be deposited into your bank account, card, or digital wallet within seconds, streamlining the process significantly. Forget the hassle of juggling multiple cards to access your benefit funds; our solution allows you to use one contactless card compatible with mobile payment systems like Apple Pay and Samsung Pay. Additionally, make informed decisions with our tailored guidance that ensures you receive the right advice exactly when you need it. This approach not only simplifies access to benefits but also empowers employees to take full advantage of their options.