How to choose a 401(k) software development partner
Ten checks and the questions to ask before you hire a team to build retirement plan software.
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Plain-English guides for TPAs, recordkeepers and 401(k) fintechs planning new software.
Ten checks and the questions to ask before you hire a team to build retirement plan software.
Read moreWhen off-the-shelf software is enough, when custom work pays off, and the hybrid most firms end up with.
Read moreOur product site publishes sourced references on the rules TPA software has to get right.
How the tests work, the limit formula and corrections, with worked examples.
Read moreWhat counts toward the limit, and the lesser of the dollar limit or 100% of pay.
Read moreHow to validate census data at intake instead of at year-end.
Read morePlan administration systems for US third-party administrators: plan years, census, testing, 5500 data and billing.
Read moreParticipant, source and fund ledgers, contribution posting, loans, distributions and reconciliation.
Read moreADP/ACP, top-heavy, coverage and annual limit checks that trace every result back to census rows.
Read morePayroll file mapping, validation rules and exception queues before data reaches the ledger.
Read moreReplacing spreadsheets and legacy plan systems with parallel runs and reconciled balances.
Read moreA TPA operating system we built for independent US retirement plan administrators: compliance testing, recordkeeping ledger, payroll intake, projects and billing in one place.
