Essential Resources for Employee Benefits Professionals
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Software Providors List

 

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DATAIR BENEFIT ADMINISTRATION SOFTWARE for 401(k), Profit Sharing, Defined Benefit and Cafeteria/Flexible Benefits plans. Designed for administrators and consultants. Modules include proposals, IRS-approved documents, (including Cash Balance and 403(b) documents),administration, government reporting, distribution, and client and task management. Training and support included. For free demo versions and pricing, contact sales@datair.com or call 1-888-328-2474.

 

ftwilliam.com offers the employee benefits professional instant access to high quality Retirement, Cafeteria/HRA/POP and 457(b) plan documents and government forms (5500/PBGC, 1099R, IRS) software at highly competitive prices. For more information or to try our free online demo, visit our website at www.ftwilliam.com or call us at 800.596.0714.

 
  • Accudraft - tax form software for the retirement industry
  • ASI - providing benefit disbursement and tax reporting to financial service companies
  • American Financial Systems - software produces illustrations of supplemental benefit plans, COLI and non-qualified deferred comp
  • Annuity People - for advisors; illustrates stretching out annuity distributions over generations
  • Bemas Software, Inc. - for the administration of 125 plans, claims administration and group insurance billing
  • BenefitSoftware - software tracks workers comp claims and fringe benefits and produces reports for employees online or hard copy
  • Benefitstreet - develops customized technology for advisor networks, third party administrators and financial advisory firms to centralize processing

  • Bidwell Consulting Services, Inc. - NexusTPA, Client management software made specifically for TPA's that helps your business cultivate and manage client relationship,
    improve productivity by simplifying and automating key processes, gain
    insights into new opportunities and measure effectiveness
  • Blaze SSI - for pension, 401(k), 403(b), Section 125, FSA plans including design, recordkeeping, administration, benefit statements and more
  • BSI - for human resources; manage workers comp claims or fringe benefits
  • CascadeTechnologies - for the daily valuation of defined contribution plans and allows users the flexibility to administer: 401(k), profit sharing plans, employee stock ownership plans and money purchase plans
  • COCO Development. LLC - Web-powered COBRA, HIPAA, State Continuation and retiree billing compliance administration solution for employers, administrators, solution providers and affinity-group users
  • Common Census - for human resources; tracks employees and their benefits
  • Corbel - plan document systems of choice for employee benefits practitioners; online or pc-based
  • Cort Payroll Software - Human resources software provider offering hr solutions that include payroll, HR, and employee self service for mid to large size organizations
  • dailyVest, Inc. - for participant and plan sponsor; analytical software for account access via websites
  • DATAIR Employee Benefit Systems, Inc. - proposal, administration, and testing of 401(k), Money Purchase, Profit Sharing, 403(b), 457, ESOP plans, defined benefit and target benefit plans
  • Deferral.com - administrative and record keeping tools for non-qualified deferral plans
  • EBG Systems - The Retirement Planning Center (RPC) is a plan design and proposal system for pension professionals. Whether you consider yourself a novice or experienced qualified plan designer, the RPC will save you time and effort; create earning opportunities; provide more face time with clients and allow you to provide solutions - not just product sales!
  • Economic Research Institute - for human resources; software displays display competitive compensation information for many positions in various regions
  • Envisage Information Systems - software enables participant, sponsor and broker to login securely and manage accounts online; "plugs into" most recordkeeping software
  • FlexSoft - leading provider of proposal software for the pension industry; generates employer and employee reports illustrating the financial impact of selecting various options in tax-qualified salary reduction pension plans such as 401(k), 403(b) and 457 plans

  • ftwilliam - Offers the employee benefits professional the highest quality plan document and government forms software at very competitive prices
  • HR Office - for small to medium size businesses; human resource software
  • HR PLUS - benefit tracking, benefit information, compliance resolution centers, payroll integration, haring and termination suite, and paperless storage
  • HR Tech Partners - HR and Payroll Software consultants specializing in human resources management software, payroll software from Sage, Abra, Ascentis, HROffice, Spectrum, iVantage
  • HRMS Solutions - Human Resources HR and Payroll Software provider for small and mid-market companies
  • InvestLink - applications for the recordkeeping, administration and servicing of defined contribution plans
  • Larkspur Data Resources - proven prospecting tools for defined contribution plans, 401(k) plans, high net worth individuals, group insurance and more
  • LTSave, Inc. - retirement planning service delivered via the Internet provides individualized and comprehensive retirement portfolio analysis along with specific, independent financial planning advice.
  • OnQue - human resource management software for the small to medium sized business
  • PensionGold - for the administration of defined benefit pension plans
  • Pension Analytix - providing databases, marketing expertise, and analytics to assist sales teams
  • Pension Planet - the ERISA Red Book for sales professionals to locate qualified plans
  • Premier Data - healthcare benefits management software for self-administered Taft-Hartley funds and third party administrators
  • PW Software, Inc. - for administering flexible spending account (FSA) plans, traditional health and welfare benefit plans, and full-choice cafeteria plans
  • RolloverSystems, Inc. - technology-based rollover products and services for financial institutions, plan sponsors, and third party administrators.
  • SMART Pension Systems - full featured defined benefit, defined contribution, and 401(k) administration systems. Easy to use, intuitive, and full technical support. Runs on all versions of Windows. A product of Intac Actuarial Services, Inc. Serving pension administrators nationwide since 1977.
  • Still River - software for standard retirement planning problems (such as Required Minimum Distribution calculations, and Lump Sum Distribution option analysis)

  • SSA Global Technologies - human resources and payroll software for specialized industries
  • Trust Services Company, Inc. - a participant level recordkeeping system designed for the administration of defined contribution plans like 401(k) and 403(b).
  • UpTick Data Technologies - online, private labeled mutual fund reports personalized for 401(k) participants, brokers, product and service providers
  
   
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