Alternatives to Keystone by Smart
Compare Keystone by Smart alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Keystone by Smart in 2026. Compare features, ratings, user reviews, pricing, and more from Keystone by Smart competitors and alternatives in order to make an informed decision for your business.
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MyEnroll360
Benefit Allocation Systems, LLC.
Benefit Allocation Systems, LLC (BAS) introduces MyEnroll360, a dynamic SaaS platform transforming HR and benefits management. Seamlessly handle benefits enrollment, administration, compliance, and billing from hire to retirement with our agile cloud-based solution. Enjoy rapid setup, user-friendly navigation, and unwavering support for your success. MyEnroll360 by BAS offers a comprehensive SaaS solution, packaged and a la carte benefit plan enrollment & administration solutions featuring: -Online Benefits Enrollment (New Hire, Life Events, Open Enrollment) -Payroll Integration -Insurance Carrier Integrations -COBRA Compliance -Section 125 Nondiscrimination Testing -FSA Administration -HRA -ACA Compliance/Reporting -Retiree Premium Billing & Communications -Location Premium Billing -Individual Premium Billing -Employee Communications No matter your plan's complexity, our agile software adapts to evolving requirements, backed by hands-on support – Guaranteed! -
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Netchex
Netchex
Netchex is a cloud-based HCM (Human Capital Management) system designed to help businesses manage the employee lifecycle, from recruitment to retirement, with a range of tools to manage recruiting, hiring & onboarding, plus payroll and tax compliance, human resources, time and attendance, benefits, and more. As a cloud-based solution, Netchex gives users the flexibility to manage the employee lifecycle anytime, anywhere, via any internet-enabled device. Netchex helps users streamline the entire hiring process through their applicant tracking and onboarding system. With Netchex recruiting technology, users can find and evaluate qualified candidates, as well as carry out background checks, send offer letters, archive resumes, and more. Features such as flexible payment options, pre-processing reports and analysis, and compliance management help users manage payroll and tax processes accurately and efficiently. -
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Paychex Flex
Paychex
Paychex Flex is an all-in-one HR software solution that you can build on as your business grows or changes. Use it to run payroll and integrate your HR administration, retirement, and insurance management with service the way you want it and our expert knowledge of the regulations that could affect your business. The more HR functions you bring to Paychex Flex, the more accuracy and efficiency you’ll gain. It can help you: • Recruit and track the best candidates • Streamline hiring and onboarding • Deliver key HR information through custom compliance documents, compensation summaries, performance reviews, company training, and more • Manage health insurance, including compliance support • Administer employee benefits • Track time and attendance data • Pay employees and file and pay your taxes • Plan for retirement, from testing, to real-time reports, and participant enrollment and management -
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Smart Pensions
Smart Pensions
Our technology is purpose-built for the pension marketplace and digital-first, helping employers manage their pension admin easily. Additionally, members can easily manage their pension savings at any time with just the tap of a finger, using our app. We invest members' pension savings to deliver a strong return whilst also tackling climate change to make a positive difference to society and our planet. We plan to be net zero by 2040, and to make a 50% reduction in emissions by 2025. We protect members’ pension savings with strong governance, and oversight from independent trustees. Everyone’s financial needs will be different in retirement. And those needs can change as you move through your retirement journey. That's why we've created Smart Retire. Our technology is purpose-built for the pension marketplace and digital-first, helping employers manage their pension admin easily. Additionally, members can easily manage their pension savings at any time. -
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The Retirement Analysis Kit (TRAK)
RetireReady Solutions
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people toward retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. Have you ever spent the time and effort to create a retirement plan for your clients, walked them through the plan only to see their eyes glaze over, and responded with “We’ll think about it”? In meetings like these, you are not connecting well with your clients.Starting Price: $500.00/year -
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Avenu CPAS
Avenu Insights
Avenu Insights & Analytics offers CPAS (Clearview Pension Administration Solution), a comprehensive, web-based pension administration system designed to modernize retirement plan management for government and private entities, including union trusts, third-party administrators, and financial institutions. With over 35 years of excellence and implementations across four continents, CPAS supports defined benefits, defined contributions, hybrid pension plans, and health and welfare plan administration. The platform provides integrated administrative functionality, business workflow processes, self-service portals, and data management capabilities, enabling administrators to access a holistic view of member records and deliver exceptional service. Members benefit from secure, personalized self-service portals equipped with retirement modeling, planning, and calculation tools, allowing proactive future planning. CPAS is scalable and configurable for organizations of all sizes. -
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Oliver Benefits Administration
Oliver Benefits Administration Software
Change the way you administer your benefits and retirement plans. Comprehensive, scalable and affordable. Oliver is a modern benefits administration software that will change the way you administer your benefits and retirement plans. Migrating and managing large amounts of private employee data is a big responsibility. At Oliver we have decades of experience. Our team will ensure the Data Migration process is as painless as possible. Accurately qualifying and determining eligibility for hourly employees can be tough, especially with complex plan provisions. Learn how Oliver’s Hour Bank Product can streamline your workflows. Legacy system modifications can create big headaches for an administrator. However, these changes are often dependent on a single individual. Learn how our configuration strategy supports our Pension Plan Products. -
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PX3000
Penad Pension Services
PX3000 by Penad is a comprehensive pension administration software platform that delivers a complete administration of all types of benefits and pension plans. Secure, scalable, and equipped with a robust reporting functionality and self-serve access, PX3000 helps financial institutions track and serve individuals or group pension accounts made up of a range of savings types. Penad’s PX3000 solution comes with a host of features such as a dedicated Human Resources Administration (HRMIS) module, retirement plan management, retiree administration, group life and health benefits administration module, and more. -
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Redii
Redii
Redii enables companies to provide retirement benefits to their global workforce. Our international pension plan is country-agnostic and plugs into existing payroll tools for seamless administration across regions. We’ve partnered with institutions like BlackRock, Allfunds, and Willis Towers Watson to provide best-in-class investment options for members. Key Features - Global Coverage: Our international pension plans are country-agnostic, meaning we can serve your team anywhere across the world across 150+ countries. - Easy Administration: We integrate seamlessly with your global payroll provider making plan administration effortless. - Automated Compliance: Our platform handles all reporting requirements and makes any required disclosures to plan participants. - White-glove Onboarding: You’ll get a dedicated implementation manager to guide you through every step, including team and payroll integration.Starting Price: $199/mo + $5/member/mo -
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hrMecca
hrMecca
Track participant data, interface with payroll and HRIS systems, calculate benefits, produce worksheets & retirement packets and provide an employee self-service site that allows participants to review their pension data as well as model their retirement benefits. Provides HR administration capabilities to payroll providers to augment their payroll offering. Includes real-time bi-directional data exchange through a RESTFul API with their payroll database. Track the vaccination and testing status of employees and store documents with proof of vaccine/tests. Robust reporting across the user base. Automated notifications as well as a self-service portal. All of our clients are running on the current version of our core application which allows our implementation teams to create robust applications that are proven and reliable in both the public and private sectors. -
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Standard Life
Standard Life
Imagine a simple solution that offers your business a smarter way of working, enhanced employee benefit packages and much more. Standard Life can help you make this a reality today, thanks to our integrated solution. An integrated solution is where Standard Life works in collaboration with you to create a single suite of solutions for your business needs. This could help take care of your workplace pension, design a total reward and benefits strategy, or offer your employees access to our financial wellness and planning service, savings solutions and retirement products. Get a reward package that could give you a competitive hiring and employee retention advantage, while offering your employees engaging rewards and support. This could include voluntary benefits, attractive rewards and financial wellness support. -
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PensionGold
Levi, Ray & Shoup
Our PensionGold® software is the most innovative and advanced pension administration solution available today. Designed for today’s emerging web technologies, PensionGold is a browser-based retirement solution with comprehensive features tailored specifically for defined benefit pension plans. This fully integrated pension administration software is built using the knowledge, insight and experience we have acquired over the past three decades. Configurable. Flexible. Scalable. PensionGold is built upon our proprietary Enterprise Solutions Foundation (ESF) platform. ESF is a multi-tiered, service-oriented architecture (SOA) that not only powers the run-time of PensionGold’s robust feature set, but also provides the design-time configuration tools used to efficiently implement our customer’s unique and changing business requirements. -
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IRALOGIX
IRALOGIX
IRALOGIX is a cloud-native, fully digital, white-labeled IRA (Individual Retirement Account) management platform designed to help financial institutions, wealth managers, advisors, and workplace retirement partners modernize, automate, and scale their retirement-related services. It streamlines complex IRA administration by automating tasks like account setup, trading, ongoing maintenance, compliance, and data handling, reducing manual work and operational risk while enabling consistent governance and oversight at scale. It provides institutional-quality investment access for all IRA types regardless of account size, integrates with professional money-management tools such as Morningstar Retirement Manager for personalized portfolio services, and supports features like voluntary and auto rollovers to retain assets and enhance investor engagement. -
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Kota
Kota
Kota is an all-in-one employee benefits platform that simplifies how businesses design, launch, and manage workplace benefits by unifying health insurance, pension (retirement), life assurance, and flexible benefits under one digital system that integrates directly with existing HR tools and HRIS data to automate enrollment, reporting, payroll reconciliation, and compliance across countries. It centralizes contributions and billing, eliminates disconnected brokers and manual processes, and enables employers to connect their HRIS in minutes so they can set rules, benchmark contributions, and launch compliant benefit schemes much faster than traditional administration, while employees can use the Kota mobile and web app to enroll, adjust contributions, and access their benefits easily. It supports features like automated data synchronization from HR systems, flexible benefits such as allowances via spend cards, a rewards marketplace with partner offers, and embeddable APIs.Starting Price: $8.13 per month -
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TRAK
RetireReady
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. All-inclusive federal benefits calculations including FERS, CSRS, CSRS offset. Also includes TSP, FEGLI integration, and Federal long-term care. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. TRAK software helps advisors motivate their clients and engage their participants with solutions that simplify retirement planning. -
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Retirement Plan Software
Actuarial Systems
Since our inception in 1981, ASC provides innovative, cost effective retirement plan systems that help you stay competitive in this complex industry. All systems are developed and supported by experienced retirement industry professionals who understand your needs. The systems share data via automated integration, providing maximum efficiency and profitability. We provide Cloud Platforms in addition to our in-house installation options. Our systems utilize the latest in technology to make creating and managing your documents more efficiently than ever before possible, giving you more freedom to focus on your goals, your clients, and the growth of your business. ASC provides software, documents, training, and support for TPAs and retirement plan professionals. We provide unlimited plan size capability making us an option for large and smaller companies. Approximately 50% of all 401(k) participant accounts are run on an ASC system. -
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Congruent CORE Platform
Congruent Solutions
Congruent's CORE suite of solutions are cloud-based self-servicing platform that helps retirement plan providers and TPAs to manage, administer, and maintain plans effectively. With industry-leading capabilities and technology, our platform will ensure that the plan provider stays ahead of the game. Contact us to know more about our products. Understanding whether or not participants are eligible to enroll in your plan is complex and requires analysis of data across types, kinds and locations. That’s where the CORE Eligibility & Enrollment Solution comes in. With over a decade of experience in the US retirement planning industry, Congruent Solutions is well placed to deliver great and targeted solutions that work. Analyze multiple data types submitted and stored in different formats and locations using a single platform. -
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Milliman MARC
Milliman
The Milliman Actuarial Retirement Calculator is a comprehensive pension administration system designed to facilitate accurate and efficient management of defined benefit plans. Developed in 1991 by a team of experienced Milliman actuaries, retirement plan consultants, web developers, and IT professionals, MARC offers a robust platform that calculates pension benefits and stores all necessary data for plan administration. Its flexible architecture supports various plan types with fully customizable calculations, reports, forms, data, web pages, and workflow processes. MARC enhances participant engagement through a user-friendly website that allows employees to view personal data, perform self-service functions such as adding beneficiaries, uploading or downloading forms and documents, contact plan sponsors, run pension estimates, and conduct total retirement modeling. -
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Zimyo
Zimyo
Zimyo is a leading HR Tech platform that offers best-of-the-breed employee experience to organizations of all sizes. With its Cloud-based HR, Payroll, Performance, OKR, KPI/KRA, Applicant Tracking (ATS), Time & Attendance, and Employee Engagement, Employee Benefits, and 40+ modules, Zimyo assists organizations to manage employee lifecycle from hire to retire. A one-stop solution for all HR requirements that aids organizations in augmenting their productivity and workplace engagement. Zimyo is on a mission to empower thousands of organizations globally to offer true employee experience to their employees. Supported by an end-to-end implementation to improve your key metrics, Zimyo optimizes everything from – recruitment to offboarding and everything in between. Experience evolution of your entire workforce, drive higher engagement, and to build a differentiating human capital advantage.Starting Price: $2/month/user -
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Keystone Accounting
GivenHansco
Keystone is the first system that truly runs concrete batch controls, dispatch, GPS vehicle tracking, and business accounting functions on one platform. Keystone handles ready mix concrete, aggregate, and asphalt companies of every size from single plant to multi-site, multi-state operations. Keystone components have a common look-and-feel for ease of use. Running off one data set assures Keystone security, functionality, versatility, and predictability. Keystone Accounting is the ONLY full financial accounting suite made expressly for ready mix concrete, aggregate, and asphalt producers and designed from the ground up for the familiar Microsoft Windows operating environment. Keystone Accounting is powerful, yet easy to use and works as a stand-alone product or as part of our integrated Keystone software suite to make your daily business and accounting process easier and more productive. -
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Equiniti Retirement Solutions
Equiniti
Equiniti Retirement Solutions offers comprehensive software and platform solutions designed to transform pension administration through innovation and digitization. With over 187 years of experience in the retail and workplace wealth, life, and pension markets, EQ provides technology that is fit for the future, aiming to reduce ongoing costs, drive efficiency through process automation, and minimize regulatory risk. Their proprietary administration platform, Compendia, ensures a seamless user experience, offering features such as automated benefit calculations, document management, and member self-service portals. For Local Government Pension Schemes (LGPS), EQ's Compendia LGPS is specifically tailored to meet the unique needs of public sector pension administration, providing workflow automation, online member services, and real-time management information. Additionally, EQ offers robust data solutions to reduce risks associated with poor pension scheme data. -
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Heywood Engage
Heywood
Heywood Engage offers pension schemes an intuitive online portal designed specifically for members, enabling secure, confident, and effortless access to vital retirement information. It presents retirement status, projected income, and goals in clear language, turning complex pension data into an accessible story. Heywood Engage supports tools for planning one’s retirement journey, employs plain language and proven storytelling techniques to reduce support queries, and gives plan analytics on member interaction. Built-in security features include electronic identity verification, SMS multi-factor authentication, and full compliance with accessibility standards (WCAG 2.1 Level AA/ADA), so all users can engage. The experience is highly user-centric: navigation is intuitive, personalized data-driven communication helps users make informed decisions, and the administrative burden on plan providers is reduced by minimizing inbound queries and automating member tasks. -
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Savvly
Savvly
Savvly is an innovative retirement solution designed to provide lifelong financial security with simplicity and peace of mind. Its unique dual-account model ensures consistent income until age 80 and continued protection beyond, offering a reliable solution for those who fear outliving their savings. With a low entry cost starting under $150, Savvly makes financial security accessible for everyone, from go-getters and early adopters to those new to financial planning. Unlike traditional retirement plans that often fall short, Savvly is built to adapt to the realities of longer lifespans, offering a streamlined, “retirement in a box” experience. It empowers users to secure their financial future without complexity or high costs, making retirement planning simple, efficient, and effective. Whether you’re just starting to save or looking for a comprehensive retirement strategy, Savvly offers a stress-free, reliable path to lifelong financial security. -
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Amplify HR
Amplify HR
Amplify HR is a leading Professional Employer Organization (PEO) that handles all administrative aspects of running a business, allowing clients to focus on growth. Their comprehensive solutions include payroll administration, benefits management, HR and retirement services, and risk management and compliance. Amplify's cloud-based technology platform provides easy access to payroll information, benefit deductions, and time clock data. Clients benefit from strategic practices that positively impact the bottom line, administrative relief through tailored guidance, cost containment, enhanced employee engagement, and shared responsibility for work-related risks. The company is committed to ensuring 100% client satisfaction with all products and services. You profit by sharing the many work-related risks and responsibilities. Broaden your HR products and services to improve company culture. -
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WealthTrace
WealthTrace
Take the guesswork out of planning for retirement. WealthTrace gives the most accurate financial projections and allows you to monitor your investment holdings, performance, transactions, and fees. Don't leave your retirement up to chance. With WealthTrace, you can take control of your retirement and find out if you have the funds to retire comfortably, and what you can do to change your financial situation. Link all of your investment accounts so you can track and monitor your balances and holdings. Your accounts will update every day, allowing you to track performance, transactions, fund fees, investment balances, and more. Your data is safe and secure using the latest security measures. Watch financial projections change in real-time as you change your assumptions. Get instant feedback on changing savings rates, retirement dates, expenses, withdrawal orders, and many other assumptions. Easily find out your optimal withdrawal rate and how much you need to save for retirement.Starting Price: $229 per year -
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Plootus
Plootus
Plootus is an AI-powered financial planning platform that helps users manage their finances and optimize retirement accounts such as 401(k), 403(b), 457, and TSP plans. The platform provides tools to track financial accounts, analyze spending, and receive personalized investment insights designed to reduce hidden fees and improve long-term retirement outcomes. By linking multiple bank, credit card, and investment accounts into one dashboard, Plootus gives users a complete view of their financial health while helping them make smarter decisions about saving and retirement planning. -
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Paystub Generator
B TO J PTY
Paystub Generator will help you generate paystubs whenever you want. Details of the gross wages for the pay period, deductions such as retirement plan, pension contributions, insurances, garnishments, or charitable contributions, and it helps with taxes.Starting Price: Free -
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NetApp Keystone
NetApp
Looking for alternatives to capital expenditures (capex) for your storage infrastructure? NetApp Keystone offers a seamless hybrid cloud experience with storage services that span on your premises and in the cloud, with less cash up front. Free up your cash flow and increase financial flexibility with the right mix of payment, subscription, and usage-based services. The cloud is more than technology, it’s operational flexibility. NetApp Keystone delivers a consistent multicloud experience, on and off your premises, with the ultimate in financial flexibility. NetApp® Keystone provides a portfolio of payment solutions and storage-as-a-service offerings for hybrid cloud environments to deliver greater agility, financial flexibility, and reduced financial risk that helps you meet your business outcomes. NetApp Keystone is the bridge that connects the pillars of your hybrid cloud strategy. -
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PTO Exchange
PTO Exchange
PTO Exchange is a benefits platform that turns accrued vacation hours into liquid assets that employees can spend on individual needs and the causes they care about. This gives companies an enticing benefit that uniquely serves every employee in the organization. And it all works within the system you have in place today. Enable employees to contribute to and manage their financial wellness. Unused PTO can be used for: Retirement Accounts, Student Loans, Health Care Expenses / HSAs. What if you could exchange some unused PTO to pay for your vacation? Now it's possible. Employees can give to over 1 million certified non-profit organizations, causes, and even colleagues in need. It’s savvy to reduce PTO balance sheet liabilities while enhancing talent recruiting and retention. In simple terms, it pays off for both HR and Finance. Both will appreciate the returns for enhancing PTO benefits and reducing corporate liability.Starting Price: $1 per employee per month -
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Betterment
Betterment
Betterment is a trusted digital investment platform designed to make building wealth and saving for retirement simple. It offers globally diversified portfolios managed with automated trading, rebalancing, and tax-loss harvesting technology, helping investors maximize returns while minimizing stress. Beyond investing, Betterment provides high-yield cash accounts with APYs significantly above the national average, plus FDIC insurance up to $2 million for peace of mind. For retirement, Betterment supports Traditional, Roth, and SEP IRAs, each offering distinct tax advantages to fit different financial situations. The platform also makes it easy to roll over old 401(k) plans into low-cost IRA accounts, helping clients reduce fees and consolidate assets. With Betterment’s personalized planning tools and expert guidance, individuals gain clarity and confidence in achieving long-term financial goals. -
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Transform the way you attract, hire, and empower talent with the InFlight Employee Experience Platform (EXP) by making your existing applications mobile, modern, and beautiful. The InFlight Employee Experience Platform (EXP) provides total control over your HR applications, so you can overcome technology obstacles and achieve successful business outcomes. From pre-hire to retire, InFlight enables you to impact user behavior for the better, enhance your brand, and maximize your HCM software investments. InFlight helps new hires hit the ground running and become productive in the shortest amount of time, even when you can’t teach them the ropes in person.
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PTO Genius
PTO Genius
You’re not getting the most from your PTO benefit. Increase employee happiness, retention, peace of mind and engagement by allowing your employees to do more with their time. 78% of employees live paycheck-to-paycheck and 41% cannot afford a $2,000 emergency. Employees can easily tap into accrued PTO to cover unplanned financial emergencies. Employees can fund their Retirement, invest in their child’s 529 College Savings or pay down Student Loans, all with their accrued PTO. 68% of employees feel refreshed and more productive after time off. PTO Genius proactively surfaces company-friendly opportunities for employees to get away and makes it easy to convert extra PTO into cash to fund vacations The Genius Team is with you every step of the way! We help you understand the robust features and benefits for your company, customize the platform to fit your needs, and guide the launch experience, all in a matter of days! -
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JiVS
Data Migration International Group
The JiVS Information Management Platform (IMP) provides all the components for data migration, data provisioning and application retirement. -
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LearnLux
LearnLux
LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. -
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Pension OS
Union.dev
Pension OS is a modern pension administration software developed by Union.dev, designed to streamline the management of union pensions and multiple plans. The platform offers a centralized member database that maintains detailed records for all members, both past and present, enabling administrators to efficiently update contact information, manage dues, and process beneficiaries with a comprehensive audit trail for each change. Pension OS supports various plan types, including defined contribution, defined benefit, multi-employer pension plans, and Taft-Hartley plans. Its feature-rich system includes a modern cloud database, customizable workflows, security-based permissions and approvals, customizable reporting, payment integrations, instant statements, and a full audit trail. The software facilitates seamless transitions for members, allowing quick processing of retirements, terminations, or deaths with just a few clicks. -
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Ubiquity Retirement + Savings
Ubiquity Retirement + Savings
A 401(k) is a savings vehicle established by a business or self-employed person to help employees and business owners save for retirement as well as take advantage of the tax benefits provided to both the business owner and employees. The flexible features of a 401(k) can accommodate the needs of a broad range of retirement planning objectives. Each individual gets to choose how much of their pay will be deposited into their 401(k) account each pay period – before taxes are deducted and how those dollars will be invested. Many businesses choose to match a portion of the employees’ contributions, helping retirement savings grow even faster. In addition to providing financial security in retirement, saving in a 401(k) provides tax advantages for both the business owner and the employees, including tax deductions, tax-deferred earnings, and tax credits. For example, when an employee saves in a 401(k), their contribution is deducted from their paycheck before income taxes are withheld. -
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LifeWorks
Morneau Shepell
LifeWorks is a world leader in digital and in-person solutions that support the total wellbeing of individuals. We deliver a personalized continuum of care that helps our clients improve the lives of their people and by doing so, improve their business. Throughout our history, LifeWorks (formerly Morneau Shepell) has supported employees' health, productivity, and financial security. We provide wellbeing, administrative, health and productivity, and retirement solutions. We are proud of our depth of expertise and experience in workplace mental health, actuarial and retirement solutions, HR and communications strategy, and absence and disability management. As a thought leader, we continuously research workplace trends and realities that affect employee wellbeing, and share our insights with our clients to support their people. -
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From easy plan management and unbiased investment choices to fiduciary services, simple plan setup and time-saving efficiencies, you can leverage benefits that make a difference with our retirement plan solutions. ADP is helping participants get retirement ready by putting meaningful tools in your employees hands so they can plan for retirement at their convenience. With a mobile enrollment experience that allows participants to enroll anytime, anywhere and features like the MyADP Retirement Snapshot calculator that allows participants to obtain an estimate of their retirement savings through a series of personalized questions, and targeted messaging that pushes important information to participants, we are always designing for you and your employees. Making the best possible investment choices for your plan is critical to its success.
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HealthEquity
HealthEquity
Avoid the headaches and hassle associated with multiple vendors. Let HealthEquity manage everything end to end. We’ll help you unlock economies of scale and get bundled pricing you won’t find anywhere else. Imagine logging into a single platform that puts exactly what you need all in one place. Choose HealthEquity and enjoy a faster, smoother administrative experience. Work with an industry leader and deliver best practices at a lower cost. Streamline workflows using no-cost integrations with your health plan, retirement provider, and payroll administrator. Easily transfer member files from any platform or payroll vendor. Plus, we’ll execute bulk transfers automatically. Stay apprised of upcoming regulatory changes and get timely updates to help ensure compliance. We’re in constant contact with state and federal decision-makers. -
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Procentia
Procentia
Our software delivers world class automated pensions administration. Procentia is an independent company specializing in pensions software. Procentia is a global leader in pensions software. We work closely with clients to deliver a flexible, reliable, high value solution to pensions administration. Our global reputation is based on the excellence of the pensions software, on our commitment to customer service, and the experience of our staff who are specialists in the pensions and financial services industry. The client stories show the benefits that our clients and their customers have achieved from implementing Procentia’s software. Our implementation and support teams of specialist developers are drawn from within the pensions and financial services industry. Online knowledgebase resources, issue resolution and tracking facilities at your fingertips 24 hours a day. -
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IRA Financial Trust
IRA Financial Trust
With a self-directed solution, you can invest in almost anything and the income generated from those investments is tax free. At IRA Financial, our in-house tax and ERISA professionals will guide you through establishing a self-directed retirement account and ensure it always remains compliant. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee. A supplemental forms section has been built into the app so that clients may electronically sign forms to execute common account transactions, all without ever having to deal with physically signing or handling a paper form. We will be expanding this section with further releases of the app. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee. -
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KidBrooke OutRank
KidBrooke
Quickly build innovative, reliable, and secure wealth experiences by accessing our financial simulation engine through versatile APIs, already powering wealth services in a number of financial institutions. OutRank powers seamless financial decision-making based on the simulations of the personal balance sheets of your customers. The holistic customer journey enables your financial advisors or customers to consider all aspects of personal finances developing over a lifetime while making a financial decision. OutRank API enables pensions providers to build the next-generation pension journeys both for accumulators and decumulation. Depending on your business model, it empowers your advisors or customers to navigate through the intricacies of retirement planning by delivering seamless financial decision-making tools. Our APIs are designed by experienced domain experts, ensuring the quality of the underlying models. -
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Broad Financial
Broad Financial
A Self-Directed IRA, sometimes referred to as an “Alternative IRA”, “Self-Managed IRA,” or an “SDIRA”, is a retirement platform that allows the investor to diversify his or her savings beyond Wall Street, into real assets like real estate, private placements, and more. With the addition of a checkbook control feature, you gain the flexibility and freedom to invest your own wealth, in real-time, with no extra paperwork and no transaction fees. If you’re ready to diversify your savings out of volatile Wall Street stocks, bonds, and mutual funds, and you’re interested in driving your own retirement account, this is the account for you. You can diversify your retirement savings into numerous options beyond Wall Street, including real estate, private placements, and more. A stock market crash won’t decimate your retirement savings if you truly diversify and invest your money in more than one place. -
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Altair Pension Administration
Heywood
Altair is a configurable, flexible, secure, and scalable pension administration platform built for retirement systems and administrators, delivering comprehensive benefit calculations, workflow automation, document management, bulk processing, and regulatory compliance in a unified environment. It includes a powerful calculation engine that handles complex individual and bulk calculations with high accuracy, streamlines daily processes via integrated workflow automation to reduce manual effort, supports secure document creation, export, and archiving with full auditability, and enables large-scale bulk processing of statements, allowances, and pension increases. Hosted on U.S.-based, FedRAMP-aligned infrastructure, it offers role-based access, multi-factor authentication, and real-time dashboards and self-service reporting via the Insight module. Altair is designed for seamless integration and migration, and supports multi-state regulatory demands. -
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Hire2Retire
RoboMQ
RoboMQ’s Hire2Retire is a comprehensive workforce lifecycle management solution that manages the entire JML lifecycle events, such as hiring, department transfers, terminations, and long-term leaves. It is an Identity and Access Management platform that synchronizes HR with IT infrastructure, including Active Directory (AD), Okta, and Google Workspace. Hire2Retire enables organisations to effectively manage employee access and privileges throughout their work cycle. Hire2Retire integrates with 27 HR and ATS systems, identity providers (IdP) like Active Directory, Entra ID, Okta, and Google Workspace, along with 10+ leading Service Management platforms like ServiceNow, Salesforce, SolarWinds, and FreshService.Starting Price: $5/month/employee -
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Shelton 401(k)
Shelton 401(k)
A 401(k) for your small business includes many pieces that all play a vital role in helping your employees plan for retirement. Shelton 401(k) specializes in providing retirement accounts designed for small businesses while making the process stress free for business owners. Shelton Capital Retirement Plan Services works closely with our clients to provide you with a reasonably priced, bundled solution that reduces complexity while producing optimal results for all stakeholders. We provide high quality, concierge-level 401(k) service and support to help your employees save for retirement, and to help make you look good. We are experienced service professionals that provide live and online personalized resources for you and your employees. Shelton 401(k) is part of a small privately held company, NOT an insurance company, NOT some big fund. We are administered by people, not by machines. -
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My Digital Money
My Digital Money
Buy and sell crypto in your IRA or trade in cash! Whether you want to secure your retirement through a crypto IRA or build wealth by trading in cash, My Digital Money has you covered. Simple, smart & secure crypto trading with high-quality phone support. We will always be here to answer your call. Whether it’s a forgotten password, questions about using the platform, help in submitting documents, or any other concern, call us and we will be here to help you. You can prepare for retirement with CryptoIRA or trade in cash to build wealth. No need to open an account in multiple platforms. MDM, in partnership with Genesis, provides unparalleled military-grade security for your cryptocurrency investment. Automatically sell or buy coins based on your own parameters to guarantee the opportunity for gains or minimize loss. Know how much you are making or losing in real-time. Buy or sell based on your own parameters. -
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Range
Range
Range is an all-in-one wealth management platform designed to provide modern financial advice across investments, taxes, retirement, cash flow, and real estate. Tailored for high-income earners such as executives, entrepreneurs, doctors, and tech professionals, Range offers a comprehensive suite of services to help users balance portfolios, optimize tax strategies, plan for retirement, and monitor financial progress. The platform features professional-grade projections, generating thousands of advanced scenarios that account for market changes and individual data points, uncovering new opportunities and potential upsides. Range operates on a transparent, flat-fee pricing model with 0% Assets Under Management (AUM) fees, ensuring clients retain more of their wealth over time. Users can aggregate all financial accounts into a single, organized dashboard that updates automatically, eliminating the need for scattered accounts and siloed data.Starting Price: $1,475 per year -
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Transamerica Retirement Solutions
Transamerica
We focus all of our expertise and resources on one critical mission: to help people save and invest wisely to live the life they want. How? By making it easier for organizations to extend valuable benefit programs to their employees. Not only do we streamline administrative responsibilities and ease fiduciary obligations, we make it more attractive for employees to take full advantage of all the program has to offer. We are dedicated to helping participants achieve a funded retirement. Leveraging proven approaches and innovative tools, we try to motivate them to enroll early, to save more, and to diversify easily. And throughout retirement, we provide resources that allow them to manage their retirement income. -
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Mintago
Mintago
Mintago helps businesses and their employees save on NI costs while improving the financial wellbeing of their teams. Reduce your NICs and save thousands. That’s money that can be reinvested into growing your business. Each employee gets access to a full financial wellbeing platform which includes educational journeys, pension hunting and much more. To make sure we are always completely aligned and that you make the best out of Mintago, we take care of all the admin, onboarding & communication. Whether you are already on salary sacrifice pension or not, we can support your business save more money while educating your staff for a happier, more productive workforce. We take care of all the heavy lifting for you. Our value does not stop here. Keep saving each year while supporting the financial wellbeing of your staff. Our straightforward tools to help your employees plan for their dream retirement.
