PLATFORM / BENEFITS + COMPLIANCE / 401(k) + retirement

401(k) contributions that are right every run.

Employee deferrals, employer match, catch-up contributions, and loan repayments calculated in payroll and sent to your recordkeeper automatically.

WHAT'S INCLUDED

HOW IT WORKS

01Discovery + design. We map entities, pay rules, deductions, and integrations.
02Data + configuration. YTD wages, tax accounts, benefits, and GL mapping loaded and tested.
03Parallel runs. One or more payrolls run beside your current provider and matched to the cent.
04Go live. Usually at a quarter or year start. Employees invited, your team trained.

WORKS WITH

PRICING

QUESTIONS ABOUT 401(k) + retirement

Which plan includes 401(k) + retirement?: It is available as an add-on to any plan. Pricing is on the pricing page.
Does it share data with the rest of Worklio?: Yes. Every module works from one employee record, so changes flow to payroll, time, benefits, and reporting automatically.
Can we add it later?: Yes. Modules can be added at any time; your data is already in place.

SECURITY

Audited controls on every module.

SOC 2 Type II, ISO 27001, 27018, and 9001. Layered access rights, two-factor authentication, and a full audit trail.

IMPLEMENTATION

A named team, parallel runs first.

Fastest for 50 to 500 employees, phased for multi-entity enterprises. Your timeline depends on entities, states, integrations, and data quality.