Payroll Deduction and
Reconciliation

Ensuring accurate and timely employee
payroll deductions

Multiple options to manage payroll deductions

System generated reports, interface set up with payroll systems, or full-service option with deduction reporting, reconciliation, and funding advice

Payroll feedback and reconciliation

Reconciliation and advice of adjustments based on feedback from payroll

Voluntary products deductions to match carrier invoices

Adding voluntary plan offerings is easy because we minimize leakage and additional overhead to employer and advisor