Connect your payroll with your 401(k) provider

Integrate

with

Automate your 401(k) by easily adding payroll integration with
Namely
.

Setup a new 401(k) plan

Quickly setup and integrate a new 401(k) plan with

Namely

. Choose any of the top 401(k) providers like Vanguard, Fidelity etc.

Integrate an existing plan

Quickly integrate your existing recordkeeper with

Namely

payroll and automate time-consuming plan administrative work.  

Integrate

with

Learn how ForUsAll's Namely integration offers seamless, affordable 401(k) solutions. Our integration enables full payroll integration with leading 401(k) providers, automating and simplifying retirement management for Namely users.

Garbage In, Excellence Out: Guaranteed

Payroll complexities like earnings codes, benefit mappings, start dates, rehire dates, hours worked, 401(k) loan amortization, and savings rates must be perfect - even minor inaccuracies in configurations can lead to significant IRS penalties. With ForUsAll, you or your payroll doesn’t need to be perfect: 

  • Robust Error Detection: Payroll X-ray runs up to 44 checks for each person in each payroll file to help ensure every contribution is precisely accurate.

  • Transparent Correction Logs: Our system identifies and fixes errors logging corrections for full transparency auditability.

  • Seamless Year-End Reconciliation: Automated data reconciliation helps make year-end census work as easy as clicking a button.  

  • $5M Compliance Guarantee*: We stand behind our work offering unparalleled peace of mind and financial protection.

With ForUsAll, you can turn the daunting task of payroll processing into a seamless, error-free operation, ensuring excellence out of every input, no matter how complex.

*ForUsAll carries professional liability coverage of $5,000,000 which covers our ERISA plan advisory services (Advisor+ and Enhanced integration). See our standard plan services agreement for more details.

1,200+ payroll / recordkeeper integrations (and growing)

We support over 1,200 different integrations, so we can automate most any 401(k). If you don’t see your providers on our list, let us know – we constantly add providers to the growing list.

Pricing comparison of our payroll integration packages

Seamlessly integrate your payroll: discover the unique features of each 401(k) package.

Basic

$50/mo

Enhanced

$50/mo + 0.15% of AUM

Advisor Plus

0.20-0.40% of AUM

Features

Full 360 paroll integration
Eligibility tracking and onboarding
Administrative fiduciary
Investment fiduciary
Participant education & communications
Holistic financial advisors for all employees

The benefits of 360º integration

We integrate your payroll provider with top 401(k) providers. Our 360 integrations automatically update savings rates and loans, track eligibility and send notices - putting your 401(k) on auto-pilot.

Reclaim your valuable time

With ForUsAll and Namely, say goodbye to manual updates. Our 360 integrations automatically adjust savings rates and loans in payroll when employees alter their 401(k), track eligibility, and dispatch notices effortlessly. This puts your 401(k) management on auto-pilot, allowing you to focus on growing your business while ensuring your employees' futures are secure.

Eliminate error-prone tasks

ForUsAll's integration with Namely introduces the "Payroll X-Ray," designed to execute up to 44 checks per employee per payroll file, uncovering errors that can often go unnoticed. This powerful tool aims to eliminate time-consuming corrections and reduce employee dissatisfaction, ensuring a smooth payroll process every time.

Streamline enrollment

Our platform's automated tracking of eligibility and census data syncing with Namely helps ensure your company remains compliant with regulations while simplifying the enrollment process. By keeping your 401(k) plan data in perfect harmony, we help you maintain a focus on what matters most—your employees' futures.

Relax, we’ve got your back

Leveraging Namely's robust HR platform, ForUsAll provides a 3(16) fiduciary service that takes on the legal responsibilities of day-to-day plan administration. Our commitment to fiduciary protection means we work closely with ERISA attorneys, auditors, and administration experts to safeguard your plan's compliance, giving you peace of mind.

Integrate payroll to your 401(k) provider

The set up process takes 3 minutes

Step 1: Create your account

Get started by registering with us, It's fast, straightforward.

Step 2: Connect your payroll

Connect your payroll provider to effortlessly, utilizing top-notch security.

Step 3: Connect your 401(k)

Integrate your 401(k) provider to easily oversee that all payroll is being synced correctly.

Learn more

Namely

Seamless payroll integration for efficient 401(k) management.

About

Namely is a leading HR platform that simplifies complex HR operations for small to mid-sized businesses. With a focus on industries like technology, finance, and e-commerce, Namely offers solutions for payroll, benefits, and talent management. Known for its intuitive design and comprehensive features, Namely supports companies in building a better workplace​​​​​​.

Differentiator

Namely differentiates itself in the HR software market with a user-friendly platform that integrates payroll, benefits, and talent management into a single solution. Their commitment to innovation and customer service has earned them accolades and awards, positioning them as a preferred partner for businesses looking to streamline HR processes​​​​.

Pricing

For in-depth insights into Namely's pricing structure and how it can fit into your business model, visit their pricing page. Namely offers tailored solutions to meet the unique needs of small to mid-sized businesses, ensuring you only pay for the services you need. Their approach to pricing is designed to provide maximum value and support to their clients​​​​​​.

Company Stats

Employer Size

25-1,000 employees

Employer Count

1,400

Products

Organization

#N/A

#N/A

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This material has been prepared for informational and educational purposes only and should not be construed as a recommendation by ForUsAll, Inc., its affiliates or employees (collectively, “ForUsAll”)  to activate a cryptocurrency window or invest in crypto.  Investing in crypto can be risky and investors must be able to afford to lose their entire investment.  You should consult with your own advisers before activating a cryptocurrency window or investing in crypto.  ForUsAll does not provide legal, tax, or accounting advice. Please refer to your Plan's fee disclosure for more details.© 2023 ForUsAll, Inc. All rights reserved.
1 Schwab 2022 401(k) Participant Study - Gen Z/Millenial Focus, October 2022.
2 As of 12/31/2022. Employees include both current employees and terminated participants with a balance.
3 "Morgan Stanley At Work: The Value of a Financial Advisor" Morgan Stanley, March 2022.
4 Sarah Britton was a client when she provided this testimonial through an independent third party review website. She received no compensation for her remarks. There are no known conflicts of interest in the provision of her comments related to the services provided.
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