Payroll Integrations

Streamline the census collection process

Are you still waiting for plan sponsors to provide census data for 12/31/24? You want to keep working through compliance testing, contribution calculations and Form 5500s, but the plan sponsors are likely tied up running their business and may keep putting off the data collection task that is waiting for them on PlanSponsorLink. Why not make it easier for both of you and utilize the Payroll Integration feature within PensionPro? Getting the census data now means wrapping up more work well ahead of October 15^th.

The partnerships with Dynamis, Finch and Payroll Integrations, Inc. cover an expansive list of payroll providers, and your plan sponsors may fit with more than one of our partners. This gives you the option to find the right relationship that works for you and your clients. The integration streamlines the data collection process by having the payroll file land in PensionPro when generated and ready for you to use. You can then import the data into your annual administration project and the data displays to your plan sponsor in the layout they are used to seeing. However, instead of the plan sponsor having to gather the data and fill it in, the payroll information for each employee is listed and the plan sponsor simply needs to review it. You collect accurate data faster and they spend less time getting it to you – it’s a win-win!

For more information about Dynamis, Finch and Payroll Integrations, Inc., you can view their information as well as reach out to them for more information through the PensionPro Marketplace. This article tells you more about the Marketplace: https://support.pensionpro.com/hc/en-us/articles/26876089567252-PensionPro-Marketplace.

If you haven’t already registered for our Finch webinar this afternoon at 2:00 ET, you can find the registration link here: https://www.pensionpro.com/news-events/events/. If you are already booked at that time, register anyway and you will automatically receive an email after the webinar that includes the recording.

Past webinars with Finch, Dynamis and Payroll Integrations, Inc. can be found here: https://www.pensionpro.com/news-events/events-archive/, but you’ll want to keep an eye out for their latest news! Questions to our Help Center are welcome as well, just let us know how we can help!