Enhanced Retirement Plans

Automate and enforce the relationship between employee contributions and company matches across retirement plans

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See what our customers are saying about Enhanced Retirement Plans


Thomas Jefferson Foundation, Inc

“We have seen considerable time savings per enrollment period with Enhanced Retirement Plans because of the reduction in data entry and correction of errors. Also, our employees are able to enroll for their retirement plan using Business Portal, which is where everything else for our employee benefit enrollment takes place.” – Leigh Ann Perry

Marinello Schools of Beauty

“Enhanced Retirement Plans helped us to properly manage the employee retirement plans, especially the catch-up contributions for those over 50 years of age.” – Ben Shaw

Software Pricing

1-100 employees
101-250 employees
251-500 employees
501-1000 employees
1001-2000 employees
Unlimited employees

Annual Enhancements: 20% of list price, includes all product updates and unlimited support

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ROI Calculator

Employees in both 401(k) and Roth 401(k) Plans
Hours spent checking contribution report each pay period
Percentage of employees that might exceed contribution limits
Employer fine if contribution limits are exceeded
Hours spent addressing situation if employee exceeds
Hourly rate of resource managing payroll
Cost per pay period
Number of pay periods per year
Cost of Monitoring Contribution Limits
Cost of Error if Limits are Exceeded


Enhanced Retirement Plans Fact Sheet

Download Enhanced Retirement Plans Fact Sheet

Enhanced Retirement Plans User Guide

Download Enhanced Retirement Plans User Guide


Knowledge Base

Set employer contribution maximums: employer contribution maximums can be set across multiple retirement plans by their amount or percentage.