Consolidating technology on 401k and benefits administration while saving cash, and reducing manual touch points

Rochester, New York

Client Overview


This company had 3 separate systems for Payroll, Benefits, and 401k and paying fees for all three. They preferred their Payroll provider as the system of record but felt underserviced by their benefits broker and Financial Advisor.
 

The Opportunity


Simply put, the company needed to consolidate systems to reduce data entry points and enhance the employee experience.

This company had 3 separate systems for Payroll, Benefits, and 401k and paying fees for all three.

The Solution & Outcome


  • Added Benefits Admin and 401k capabilities to their Payroll platform
  • Saved $ on Benefits Administration and 401k platforms and Advisor fees
  • Improved Benefits Service through elevated support and response time