Small Business Automates Processes to Save Time

Pittsford, New York

Client Overview


This successful business, located in Pittsford, NY, has roughly seven employees and is a believer in technology and streamlining as many processes as possible.

The Opportunity


The payroll provider they were using had repeated issues and the owner felt they were a bit overpriced, based on the lack of service and the technology they were utilizing. Also, there was no retirement plan because the owner felt the only benefit would go to his employees and there wouldn’t be much of a benefit to the highly compensated, including himself.

They ended up saving money, receiving better technology and significantly improved service

The Solution & Outcome


  • We moved their payroll to RDG Payroll and utilized ADP’s technology
  • They ended up saving money, receiving better technology and significantly improved service
  • RDG Wealth implemented a Safe Harbor 401k utilizing ADP (so payroll and retirement were streamlined and linked), and implemented a Cash Balance plan as well
  • The employees were extremely happy that they now had a retirement plan they could contribute to
  • They were also extremely happy about the match, profit sharing contribution and cash balance contribution they would receive
  • The owners were able to contribute significantly to the plan, receive 92% of the benefit and save over $140,000 in taxes