Store Employee Benefits Software

Top notch software and white glove customer service

Instant access to high quality plan document, government forms, compliance testing and reporting, and distribution tracking software for pension and employee benefits professionals at unbeatable prices.

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Call us today at 1-800-596-0714

High Quality Plan Document, Forms, Compliance and Distribution Tracking Software

The portfolio is fully web-based software that streamlines time-consuming tasks for the employee benefits professional. The applications are easy to use and integrated to ensure that data flows effortlessly between the different modules.

No Headaches. Intuitive Design.

No software to download or install. This relieves you of the hassle of troubleshooting network problems, software updates and the other daily headaches of software ownership. This gives you the time to do what you do best - acquire new clients and give your current clients the service they expect. 1099-945 Forms 1094 and 1095 Forms

Tailored, Customized Service

  • Unequaled customer support. Our market leading support is available via phone and email Monday through Friday 8:00 to 5:00 pm CT.
  • Custom services available. Feel free to contact us about any custom services that may be useful to you.
  • Data conversion. Contact us for information regarding converting data from your current recordkeeping/document generation system.
  • Export Plan Specs for Specific Plans. With this unique, powerful feature customers are given the ability to download all of their plan specifications with the click of a button in Excel-compatible format. Manage your practice even more efficiently by using the spreadsheet in a mail merge for mailings, using it in your recordkeeping system or even use it to keep track of amended plans and updates. Need a list of all your plans that have a specific checklist response such as loans? This export feature can do it. Any updates to your checklist responses are instantly available the next time you export.

See what our clients are saying...

Our prior software provider claimed they had integration between their software, but we never saw it – we got it with

Todd A. Henry, QPA QKA, President, PA Retirement Solutions

[the process of converting software was] AWESOME! It really was. Whenever you undertake something like this you are always kind of prepared for the worst case scenario, but everything converted beautifully.

Cynthia Beaulaurier, Manager of Retirement Plan Services, Magnuson, McHugh & Co.

Everybody we spoke to spoke very highly of, so when we reached out and were shown all of the demos and the pricing difference, it was a no-brainer for us.’s products are exactly what we need.

Michael Hagan, Principal at Beacon Benefits, Inc.
Training & Support

We offer a full range of support, from online videos to custom training.

Customer Support

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Call us at 1-800-596-0714

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