Upcoming Webinar

One of the biggest pain points of a retirement plan is payroll, but it doesn’t have to be. In order to best support your clients, it’s important to not only make their lives easier, but also to understand the root of their issues. This session will break down the payroll process and piece it back together in a way that simplifies the process for all involved. More specifically, the session will:

  • Outline the typical payroll process (eligibility, loans, deferral changes, etc.)
  • Highlight key pain points throughout the process and how they occur
  • Identify ways to work around frequent challenges (AI learning, integrations, etc.)
  • Discuss how to partner with HR and payroll providers to better service clients and win new business together