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