The WELLthBuilder Experience

You deserve a retirement plan that makes it easy for you and your team to be successful.

A retirement plan is a great opportunity to save on taxes now, save for the future, and provide a competitive benefit to your most valuable asset – your employees. We believe the experience you and your employees have with it should be just as great.

Mechanic working on car
Woman working on phone

3 Important Ways We Make Your Employer Experience Better

Seamless Onboarding

Our completely digital experience means no paper forms and a faster, smoother start.

An easy-to-follow onboarding “task tracker”

A dedicated implementation success team to support you every step of the way

Direct Payroll Contribution Processing

We’re integrated with more than 100 payroll providers, including many using iSolved and Kronos software.

List of payroll providers: ADP workforce now, ADP TotalSource, Automatic Business Computing, BalancePoint, intuit Quickbooks, Rippling, Run ADP, toast, CorPay Retirement Services, Gusto, Insperity, Namely, onpay, paychex flex, paycom, paylocity, and payroll service solutions.

Let’s talk about automating your process and making your plan that much easier to run.

Streamlined Plan Administration

As a fiduciary administration partner, our goal is to reduce your effort, time, and risk. Count on us to…

Oversee plan administration

Review loans, hardships, and distributions

Review deferrals and investment changes

Handling of all notices and disclosures

Sign off on Form 5500 and year-end filings

Manage Contributions & Investment Elections Easily

We’ve streamlined the view and the work for company owners and HR.

Screenshot of an example dashboard for a company retirement plan

4 Ways We Make the Experience for Your Employees Better

Screenshot of an example Retirement Summary

Easy Digital Enrollment

The best way to set expectations about a great savings experience is to make enrollment easy. Ours is fast, intuitive, and all digital.

Intuitive Designs and Interactions

Everything your employees see has been designed to be easy to understand, navigate, and choose.

Hands-On Service

24/7 account access is great, but so is having a real person to talk to when you have questions. It’s all about creating confidence to be successful.

Unconflicted Advice

As fiduciaries to the plan, our investment advice puts your best interests first.

The WELLthBuilder team is here to make starting and running a successful retirement plan easier.

Talk to us about enhanced plan design and services, reducing your administrative burden, reducing your fiduciary liability, and lowering your costs.

Start Your Plan