How We Integrate With You
Integrating your operational system with The Online 401(k) is easy!
When you sign up with The Online 401(k), we'll provide you with an Operational Quickstart Guide to ensure client data is shared efficiently and securely.
Once integration is complete, you will be a master of the following:
- SETUP: Set up and integrate mutual client data on your system
- FILE GENERATION: Generate and create formatted payroll and census files
- SEND FILES: Send payroll and census files via our secure site
- SEND DEPOSITS: Send 401(k) checks or deposits via ACH to custodian
When you partner with The Online 401(k), life gets easier for your clients. The burden of payroll submission no longer falls on their shoulders, and you are able to submit payroll files to The Online 401(k) each pay period through a quick, simple process.
We have a number of software providers that our system will easily integrate with.
