Best Retirement Plan Software Alternatives in 2025

Find the top alternatives to Retirement Plan Software currently available. Compare ratings, reviews, pricing, and features of Retirement Plan Software alternatives in 2025. Slashdot lists the best Retirement Plan Software alternatives on the market that offer competing products that are similar to Retirement Plan Software. Sort through Retirement Plan Software alternatives below to make the best choice for your needs

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    MyEnroll360 Reviews

    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.
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    APS Payroll Reviews
    Top Pick
    APS has a mission: to make payroll and HR easier. We design our unified solution to simplify workforce management tasks for mid-market organizations. We provide our clients and partners with personalized service and support to accomplish their goals. Streamline payroll processing, automate HR workflows, and elevate the employee lifecycle with a single-system platform. We are APS, your workforce partner. Mid-sized businesses choose APS as their workforce partner because of our focus on the customer experience. As a result, we continually maintain a 98% customer satisfaction rate. With APS, mid-market companies get a better system, better support, and better outcomes.
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    Greenshades Reviews
    Greenshades is the cloud-based and compliance-driven payroll and HR software that thousands of businesses trust. The Greenshades payroll and HR platform is ERP-independent, flexible, and allows for easy setup and long-term in-house functionality. The Greenshades platform integrates seamlessly with Dynamics GP, Dynamics365 BC Business Central, and F&O Financial and Operations, as well as older platforms such as NAV, SL and AX. This ensures that you get a custom fit without the overhead and expense of outsourcing payroll providers. Greenshades makes payroll and HR easier than ever with robust employee self-service, proactive compliance, and comprehensive tax reporting. We are a payroll provider with NO float. This means that we don't require pre-funding payroll tax accounts. Greenshades' payroll platform includes top-rated support that covers all aspects of payroll. Our experts are available to assist you every step of the process.
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    GoCo Reviews
    GoCo is modern HR, benefits, and payroll, built for flexibility and ease-of-use in mind. Manage records, performance, time off, onboarding, benefits, and more all in one place. GoCo is a secure, compliant hub for sending, digitally signing, and organizing your sensitive HR documents and data. Unlike other HRIS platforms, GoCo is built to be flexible enough to support existing processes, policies, and providers, so you don't have to change the way you work just to adopt a modern HR system.
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    Netchex Reviews
    Top Pick
    Netchex, 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.
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    PrimePay Reviews
    PrimePay is more than just a human capital management (HCM) system— it’s a new and transformative way for all key leaders, including HR, finance, IT and payroll leaders, to make strategic, data-driven decisions around their workforce in a single platform. Different from other HCM providers, PrimePay's time-machine technology and position-based architecture provide leaders the ability to tap into all past, present and future workforce data in real-time. Complimentary, our proprietary drag-and-drop org chart allows leaders to strategically plan headcount, then execute seamlessly. A single core system of record ensures any changes to data reflect accurately across the entire platform automatically, saving your team time and resources. With PrimePay, your business can focus on growth goals instead of administrative work with the assurance your data is always up-to-date and accurate. Our full-suite solution includes: • Performance Management • Learning & Development • Talent Acquisition • Human Resources • Payroll & Tax • Benefits Administration • Time & Attendance • Robust Data • Ad Hoc Reports • Custom Dashboards
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    Paylocity Reviews
    A single-database, homegrown software platform will allow you to stay ahead of industry trends as well as client needs. You can rely on seamless implementation which leads to a dedicated Account Manager, and a service team unlike any other provider. Paylocity uses the same solutions every day to increase engagement, collaboration, success, and productivity. Administrators, supervisors, employees, and managers can increase the efficiency of their daily activities. Paylocity can be connected to other business systems for seamless data flow between the tools you most use. Paylocity, a company based in Chicago, has revolutionized the market for human resources and payroll professionals for over 20 years. You are the point of contact between employers and employees in this public health emergency as a payroll and HR professional. As you navigate the impact of this crisis and find a new way to operate, consider us your resource. The coronavirus pandemic has changed our daily reality. But we are all in this together.
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    Paychex Flex Reviews
    Paychex 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
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    ProAdmin  Reviews

    ProAdmin

    Winklevoss Technologies

    In-house systems typically incur higher costs compared to commercial options, as external solutions benefit from economies of scale which enable them to distribute development expenses across a wide industry base. There are no extra charges associated with new updates or development tasks that you request from us. Utilizing ProAdmin allows for more efficient coding and calculation production, all while ensuring thorough documentation and fostering user confidence. We incorporate the finest features of ProVal, the leading software for valuations, including our innovative benefit expression language that streamlines the process by eliminating conventional programming, thus shortening setup times from weeks or even months to merely days. ProAdmin stands out as the ultimate benefit calculator, capable of managing the most intricate plan designs while maintaining a simple and user-friendly setup. Our server component easily integrates into your existing infrastructure, efficiently processing calculation requests from your call center, voice response unit, and web portal, ensuring a smooth operational flow. With these capabilities, ProAdmin not only enhances productivity but also simplifies the management of complex benefit structures.
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    The Retirement Analysis Kit (TRAK) Reviews
    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.
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    Congruent CORE Platform Reviews
    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.
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    Flume Reviews
    Flume OS transforms conventional Third Party Administrators (TPAs) by allowing organizations to create and implement advanced health plans within just a few months. With ready-made solutions, workflows, and documentation available right from the start, there’s no need to hire additional staff. By substituting your current in-house or outsourced TPA with a comprehensive platform, you can concentrate on developing outstanding health plans rather than getting bogged down in operational tasks. Moreover, our robust APIs and EDI toolkit seamlessly connect with your support, EMR, or clinical delivery systems, integrating them into the core of your innovative plans, which ultimately enhances both efficiency and effectiveness. This integration not only streamlines processes but also empowers companies to respond quickly to market demands.
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    hrMecca Reviews
    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.
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    PENFAX Reviews
    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.
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    Oliver Benefits Administration Reviews

    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.
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    LynchVal Reviews
    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.
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    HealthEquity Reviews
    Eliminate the complications and stress that come with juggling various vendors by allowing HealthEquity to take care of everything from start to finish. We will assist you in realizing cost efficiencies and accessing bundled pricing that is unrivaled. Picture a unified platform where all your requirements are conveniently consolidated. By selecting HealthEquity, you can experience a more efficient and expedited administrative process. Partner with a recognized leader in the industry to implement best practices while reducing costs. Simplify your workflows with seamless, no-cost integrations to your health plan, retirement provider, and payroll administrator. Transferring member files from any system or payroll vendor is a breeze, and we will manage bulk transfers automatically for you. Stay informed about forthcoming regulatory updates with timely notifications designed to help maintain compliance. Our team maintains ongoing communication with both state and federal policymakers to ensure you are always in the loop. With HealthEquity, you can focus on what truly matters—enhancing your organization's efficiency and effectiveness.
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    Alegeus Reviews
    Alegeus revolutionizes the interaction between individuals and the U.S. healthcare system. With healthcare expenses climbing and coverage options becoming more intricate, Alegeus reaches out to individuals and steers them towards optimal healthcare spending and saving approaches. Our versatile, cloud-hosted platform facilitates health benefit account initiatives for over 300 clients, which include top-tier third-party administrators, health insurance providers, financial institutions, and others. By collaborating with leading benefit account administrators, our platform empowers over 30 million individuals to effectively manage their healthcare spending on a daily basis. The introduction of debit cards enhances the convenience and efficiency of healthcare account transactions. Currently, our platform supports in excess of 16 million active healthcare payment cards. Thanks to our adaptable, SaaS-driven platform, Alegeus clients are experiencing growth and fostering account adoption at a rate that outpaces the market by 3 to 4 times, illustrating the significant impact of our solutions in the healthcare sector. As we continue to innovate, we remain committed to enhancing the user experience for our clients and their members.
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    BRMS Reviews

    BRMS

    Benefit and Risk Management Services

    BRMS excels in the efficient and precise processing of all Medical, Dental, Vision, and Retiree claims, ensuring a swift turnaround time. We seamlessly update eligibility each night through our MyHealthBenefits system, maintaining up-to-date information. Our expertise in PPO negotiations allows us to effectively lower costs for employers regarding claims. We oversee the full spectrum of claims administration, from initial receipt and eligibility verification to negotiation and final payment. By centralizing all operations in-house, including claims processing, medical management, PPO network oversight, and billing, we offer a responsive and personalized service experience. For self-insured entities, BRMS serves as an invaluable partner in handling Medical, Dental, and Vision claims with exceptional accuracy and efficiency. Our commitment to quality and customer satisfaction sets us apart in the industry.
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    Keystone by Smart Reviews
    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.
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    Evolent Health Reviews
    Achieving significant advancements in both clinical and administrative outcomes, Evolent Care Partners, a healthcare system in the Midwest, has earned the distinction of being ranked third nationally for both total shared savings and the percentage of savings against benchmarks. By providing independent primary care physicians with essential capital and resources, Evolent Care Partners empowers them to engage in and thrive under two-sided payer contracts while mitigating their financial exposure. New Century Health enhances cost-effectiveness and quality of care in oncology and cardiology by leveraging clinical evidence to inform care decisions, a process that enjoys support from both payers and providers alike. Furthermore, Evolent Health Services streamlines health plan operations through a suite of comprehensive services backed by a modern, integrated platform and a genuine model of strategic partnership. Additionally, the organization encourages exploration of insights and news related to value-based care, population health, health plan administration, and various topics concerning the transformation of healthcare. Through these initiatives, Evolent aims to foster a more efficient and effective healthcare landscape.
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    Benefitbay Reviews
    Benefitbay introduces a revolutionary benefit option known as ICHRA, which enables employers to reimburse their workforce for individual health plans while preserving the tax benefits associated with traditional group insurance policies. This innovative approach empowers employees to choose the most suitable benefits tailored to their unique requirements. Our focus is on the essential attributes of ICHRA, resulting in a user-friendly platform designed for ease of use, compliance, efficient deployment, cost savings, and robust support. Employers can categorize employees into designated classes based on criteria such as location, job type, or age group. After establishing a budget, they can strategically allocate contributions for each categorized group. Employees benefit from a straightforward shopping and enrollment process, allowing them to select any individual health plan available to them, whether on or off the exchange. Additionally, Advanced Reimbursement Accounts (ARC) facilitate automated monthly premium payments, while pre-tax payroll deductions are organized for off-exchange plans, and all necessary plan documentation is efficiently generated. This setup ultimately enhances employee satisfaction and engagement in managing their health benefits.
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    PLEXIS Payer Platforms Reviews
    PLEXIS offers a comprehensive suite of top-tier applications designed to equip payers with the advanced capabilities required for contemporary core administrative systems. These applications encompass functionalities such as real-time benefit management, adjudication, automated EDI transmission, and self-service customer portals, ensuring that PLEXIS Business Apps meet all your needs. The Passport feature facilitates crucial connections between core administration and claims management systems, PLEXIS business applications, custom applications, and existing internal systems. Its adaptable API layer allows for real-time integration with various portals, automated workflow tools, and business applications, ensuring that connectivity knows no bounds. By employing this centralized, modern core administration and claims management platform, you can enhance workflows effectively. This approach enables the efficient processing of claims while simplifying the complexities associated with benefit administration, resulting in a swift return on investment and the ability to provide exceptional customer service. Ultimately, PLEXIS empowers organizations to thrive in an increasingly complex healthcare landscape.
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    BenefitsComplete Reviews
    Over the years, the variety and complexity of benefits programs have increased significantly, while insurance expenses have consistently escalated. Addressing these issues necessitates a strategic combination of advanced technology and skilled professionals. With BenefitsComplete, you benefit from technology-driven services that are complemented by a team of highly qualified specialists, effectively becoming an extension of your own workforce. This partnership grants you access to the full spectrum of the benefits marketplace, coupled with impartial advice and sophisticated cost modeling, enabling you to design an attractive benefits package. Furthermore, we take care of the implementation and ongoing management of your plans, allowing you to dedicate your precious time to more pressing HR responsibilities. Our team not only installs and configures your technology but also provides robust support, ensuring you have a powerful system that evolves alongside your business needs. Additionally, your employees will enjoy a user-friendly portal and personalized assistance, fostering a sense of empowerment and satisfaction. Ultimately, our goal is to streamline your benefits administration, enhancing both organizational efficiency and employee experience.
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    BenefitPoint Reviews
    Discover the advantages of an insurance solution tailored specifically to the distinct challenges faced by your business. Unlike the traditional property and casualty (P&C) market, your benefits business encounters unique obstacles that require a dedicated management system designed to foster growth in an ever-evolving healthcare environment. Rather than conforming to an outdated P&C framework, your system should be customized to address the specific needs of your benefits operations. To gain insights into BenefitPoint, take a moment to watch this brief video. BenefitPoint is a specialized management platform created for agencies and brokers with substantial benefits operations, where conventional P&C systems can lead to revenue loss and client dissatisfaction. By pinpointing discrepancies in payments, offering adaptable workflows for fluctuating plans and enrollments, and utilizing plan benchmarking, BenefitPoint equips agencies to effectively manage the peculiarities of a benefits business. This innovative solution not only helps you enhance revenue and profitability but also strengthens customer loyalty, ensuring your agency thrives in a competitive market. Embrace the tools that will support your growth and position you as a trusted advisor in the benefits landscape.
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    COBRAadminOnline Reviews
    For 25 years, we have successfully managed COBRA without any legal disputes, even after handling millions of qualifying events. This extensive experience is a testament to the reliability of our services, making us the ideal choice for your needs. When you need to remove an employee or dependent from your group insurance, simply inform the insurance carrier and log into our system to input the necessary information. Compliance with legal standards is crucial, and our notices are crafted to fulfill all requirements while being tailored to each specific case of lost group coverage. Additionally, our system proactively tracks each individual, ensuring you are alerted if any further actions are needed. With our dedicated team overseeing the timelines, payments, and notifications for your qualified beneficiaries, you can rest easy knowing that everything is in expert hands. Trust us to simplify the COBRA process and safeguard you against potential issues.
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    Byrne Software Benefit Administration Reviews
    Our software is crafted to enhance the efficiency, accuracy, and compliance of your benefit plan office. You can trust our solutions for comprehensive processing, user-friendly interfaces, data reliability, exceptional customer service, and a forward-thinking approach. With seamless integration across all modules, information is inputted once and accessible across the entire suite of our products. The adaptable technical framework provides automation, secure transactions, and insightful reporting that is easily accessible. You will benefit from the unwavering support of our skilled and committed software engineers, as well as our helpful customer service representatives. Enjoy a hassle-free, streamlined process for billing and payments, whether for individuals or employer groups. Effortlessly retrieve and manage accounts receivable data in a quick and cost-efficient manner. Our system is flexible, user-friendly, and requires minimal maintenance, accommodating one or an unlimited variety of plans, coverage types, and networks, including claims received through EDI files. Additionally, our commitment to continuous improvement ensures that your organization will always have access to cutting-edge features and functionalities.
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    Paymate Software Reviews
    Paymate Software has been providing cost-effective HR and payroll solutions to businesses of all sizes for more than 30 years. We offer simple, reliable software solutions for organizations in all industries across North America. Paymate's ease of use and outstanding customer service have been recognized by our customers. Paymate believes in a customer-focused approach to providing software and services that meet the customer's needs. It is also run exactly the way the customer would like it to. Our payroll specialists are highly qualified, knowledgeable, and will work closely with customers to meet their needs and exceed their expectations. It's easy!
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    Lively Reviews

    Lively

    Lively

    $2.95 per user per month
    Lively streamlines the management of Health Savings Accounts (HSAs), ultimately saving both time and money for users. Recognized as a leading HSA provider by Morningstar, Lively enables you to deliver a top-tier HSA experience effortlessly. Our platform is tailored to meet your needs, offering seamless setup for employer-funded accounts, cutting-edge features, and exceptional customer support for both you and your staff. Unlike many competitors, Lively does not impose any mandatory monthly maintenance fees on account holders and boasts a net promoter score that significantly exceeds the industry average. Additionally, we grant access to customized investment opportunities and allow account holders the flexibility to begin investing without the requirement of a minimum balance, ensuring an accessible and user-friendly experience for all. With Lively, you can focus more on your core business while we take care of your HSA needs.
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    PeoplesHR  Reviews
    We recognize that millennial CEOs require immediate access to data and insights that go beyond the basics. The typical, tedious processes simply won't suffice, which is why we prioritize the management of your most valuable asset—your employees—enabling opportunities for both performance enhancement and personal growth. We empower you to visualize and design your own charts and dashboards tailored specifically to your preferences and needs. Our Interactive Analytics offers comprehensive decision support systems packed with all the essential information you will ever require. With a focus on flexibility, interactivity, and complete customization, our user experiences are optimized to explore deeply and uncover trends through advanced drill-down and data filtering capabilities, ensuring you are always equipped to make informed decisions. Thus, we aim to elevate your analytical experience to new heights, allowing for a more nuanced understanding of your organization's dynamics.
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    PDS Vista Reviews
    PDS’ Vista is the complete HCM software solution for organizations with employees based in the US, Canada, or the Caribbean. All the pieces—human resources, payroll, benefits, time and attendance, recruiting, onboarding, self-service, workflow, analytics, and extensive reporting components—come together to simplify your business practices and processes. PDS serves a wide variety of organizations in many different industries, including professional services, finance, healthcare, retail, manufacturing, utilities, transportation, hospitality, non-profit, education, government, and others. Organizations are able to take advantage of the benefits of our cross-border, single database architecture that automatically presents employees with appropriate US or Canadian page content, based upon their citizenship. Although a single, integrated HCM and payroll solution, Vista provides robust tools that will scale as your business grows, delivers automation where it’s needed and necessary functionality where it’s logical. Whether you opt for Vista in the cloud or on-premise, we’ve delivered the operations management tools that you’ll need to monitor and securely manage your HCM environment.
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    Elevate Reviews
    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.
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    OnePoint HCM Reviews

    OnePoint HCM

    OnePoint Human Capital Management

    It takes only one solution to unify all of your human capital requirements when you have the right workforce management software. Our clients have access to a powerful HCM platform that allows them to manage their most important asset, employees. Our single database workforce management app is built on one employee record, which opens up new possibilities for connecting your people, processes, and other business systems within the HR infrastructure. Improve your business results and long-term ROI by gaining visibility, control, speed, efficiency, and visibility over your workforce data. OnePoint is committed to helping our clients succeed. Customer success is our top priority. We are your HCM partner and can help you discover the benefits of seamless technology and unmatched customer support. The integration of all your human capital management assets in one HR infrastructure will result in time savings, reduced errors, and better people analysis.
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    Enrollify Reviews
    Enrollify offers a user-friendly, scalable project management solution tailored for the employee benefits sector. This unique platform is crafted to enhance corporate storytelling, boost employee involvement, and provide unbiased decision support effectively. It is accessible on any device, including desktops, laptops, tablets, and smartphones. With flex scheduling capabilities, the system intelligently matches appointments with licensed counselors based on their state, language proficiency, and availability. This all-in-one platform allows for seamless communication, scheduling, and execution of tasks. The combination of engagement strategies and access to real-time effectiveness metrics transforms your strategic initiatives into measurable outcomes. Our commitment is to equip our partners with the necessary tools to surpass expectations, even for the most intricate enrollment scenarios. Enrollify stands out as the premier integrated platform dedicated to delivering empathetic and unbiased decision support on a large scale, ensuring that every user receives the assistance they need.
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    Standard Life Reviews
    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.
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    PensionGold Reviews
    PensionGold® software stands out as the most cutting-edge and sophisticated solution for pension administration currently on the market. Tailored for modern web technologies, it serves as a browser-based retirement management tool that offers a wide array of features specifically designed for defined benefit pension plans. This comprehensive software is crafted from the expertise and insights gathered over three decades of industry experience. With its configurable, flexible, and scalable design, PensionGold is underpinned by our unique Enterprise Solutions Foundation (ESF) platform. The ESF employs a multi-tiered, service-oriented architecture (SOA) that not only enhances the functionality of PensionGold’s extensive features but also equips users with design-time configuration tools to seamlessly adapt to their evolving business needs. This innovative approach ensures that our clients can efficiently manage and adjust their pension plans to accommodate any changes in their operational landscape.
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    Garner Reviews
    Garner offers a comprehensive platform that harnesses extensive data to assist individuals, employers, and health plans in pinpointing the best medical providers, utilizing one of the largest claims databases in the country, which comprises over 60 billion records from more than 320 million patients. This platform employs over 500 metrics specific to various specialties to evaluate provider performance and determine patient outcomes effectively, supported by an AI-enhanced directory that boasts around 92% accuracy for details such as provider contact information and appointment availability. Providers who are designated as “Top Providers” adhere to strict standards, emphasizing evidence-based practices, the reduction of unnecessary medical procedures, and the maintenance of cost efficiency. Additionally, members have access to both a mobile app and a concierge service that facilitate the identification of in-network Top Providers with upcoming appointments, and they may be reimbursed for certain out-of-pocket expenses for services provided by these top-tier professionals. Furthermore, this innovative platform not only streamlines the process of finding quality healthcare but also aims to improve overall patient satisfaction and outcomes through its meticulously curated resources.
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    Amplify HR Reviews
    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.
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    PeopleStrategy Reviews

    PeopleStrategy

    PeopleStrategy

    $24 per user per month
    PeopleStrategy is a full-service broker that offers expert benefits consulting, intuitive software for HR and comprehensive administrative services. This allows employers to have one source for all the tools and resources they need to attract, manage, and retain talent. PeopleStrategy's cloud-based, HR platform is perfect for companies with 50 to 500 employees. It also allows for easy scaling up and down. It offers HRIS, Payroll and Benefits Administration, Time and Attendance, Onboarding, Applicant tracking, Performance, Compensation Planning Compliance, Reporting & Analytics all in one platform. PeopleStrategy Insurance Services helps employers develop a long-term and sustainable benefits strategy. Expert benefits consultants can help you choose the right mix of non-insured and insured benefits options for your employees and their families.
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    BenefitDriven Reviews
    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.
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    Paypro Workforce Management Reviews
    For a quarter of a century, Paypro has focused on streamlining the payroll process to enhance accuracy and deliver comprehensive reporting. With Paypro, payroll concerns no longer need to cause sleepless nights. We proactively prevent errors by implementing measures such as: meticulously verifying each payroll with our proprietary automated audit software, initiating discussions with you to address and rectify any discrepancies prior to processing payroll, and conducting thorough audits on all payments to avert unexpected tax liabilities at year-end. Our workforce management software is so robust that it is trusted by Fortune 500 companies, yet it remains adaptable to meet the unique needs of businesses of any size or complexity. This flexibility ensures that every client, regardless of their specific challenges, can benefit from tailored solutions.
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    The Plan Administrator Reviews
    The Plan Administrator (TPA) serves as a comprehensive system for group enrollment, eligibility management, and consolidated billing. It features a centralized database that stores all pertinent information regarding clients, participants, dependents, coverage options, and associated rates. The system integrates all plans into a single billing statement and allows for electronic eligibility reporting and online enrollment. Rates are automatically calculated using various factors, such as age, tenure, and health risk assessments. Users can opt for summary billing or name list structures, and the platform supports easy data import and export through formats like CSV, composite files, or ODBC/SQL. With the CSPWeb module, the system can be accessed online, enhancing web functionality. Additionally, it automates all aspects of COBRA administration, managing everything from notifications to conversions. It also includes robust premium accounting capabilities, adeptly handling advance, partial, retroactive payments, and NSF checks. The system's compatibility with other software applications is seamless, utilizing ASCII, CSV, composite files, or ODBC/SQL for integration. Trusted by many of the largest administrators in the country since the inception of COBRA, this solution boasts over 25 years of proven effectiveness in the industry. With its extensive features and reliability, it continues to be an essential tool for effective plan administration.
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    Remodel Health Reviews
    Our health benefits platform enables employers to allocate a monthly budget for employee healthcare, empowering members to select their own personal healthcare plans. The Remodel Health software is crafted to blend effortlessly with our existing processes, offering employers and their teams an intuitive dashboard that facilitates engagement, connection, and evaluation of healthcare choices. This innovative solution not only aids employers in determining a monthly allowance for their employees' health plans but also provides an opportunity to optimize costs while ensuring team wellbeing. Users can easily switch between the WageUp™ and individual coverage HRAs (ICHRA) calculator modes to assess potential savings effectively, making informed decisions for their healthcare needs. Ultimately, Remodel Health supports a more personalized and cost-effective approach to employee health benefits.
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    Web Benefits Design Reviews
    Web Benefits Design (WBD) stands out as a premier firm in the realm of employee benefits technology, communication, and administration on a national scale. Collaborating with businesses of various sizes, WBD crafts cutting-edge employee benefit solutions that emphasize both innovation and value. Our comprehensive approach serves as a single resource for both employees and Human Resources to efficiently manage benefits. Clients receive a tailored benefits website that features their company logo, colors, images, and branding for a personalized touch. The Supersite acts as a centralized hub for enrollment, benefit comparisons, plan documents, forms, contacts, and tools for decision-making. To create an engaging and impactful experience, our interactive decision support tool enables employees to evaluate future healthcare needs, annual premium costs, and benefit designs to ensure they select the most suitable plan. Additionally, WBD is proud to provide industry-leading COBRA and ACA services! Our benefits administration platform boasts fully integrated eligibility logic, complete with real-time updates and reports for COBRA and ACA data. With WBD, clients benefit from one cohesive team, a singular eligibility source, and a unified solution to all their benefits needs. Furthermore, we are dedicated to continuously enhancing our offerings to better serve our clients and their employees.
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    Take Command Reviews

    Take Command

    Take Command

    $15 per user per month
    Innovative new Health Reimbursement Arrangements (HRAs) streamline the health insurance provision process, offering you reassurance and simplicity. Wave goodbye to the complexities of traditional group plans. To initiate, simply respond to a few questions regarding your preferences for the HRA's functionality. You can rest easy knowing our platform will assist you every step of the way, empowering you to tailor your plan to your needs. After finalizing your HRA design, we will handle all legal obligations and ensure your employees are integrated into our system smoothly. Once everything is set up, our team will assist you in managing the claims process efficiently. Each day, we strive to foster a healthcare system that prioritizes your peace of mind, as we firmly believe that everyone deserves a more straightforward approach to health insurance. By prioritizing clarity and simplicity, we aim to enhance your overall experience with health benefits.