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Retirement & Benefit Payments

High‑volume distributions and tax reporting are no place for manual work. Our cloud payments engine automates qualified and non‑qualified disbursements with built‑in withholding, approvals, and participant self‑service. Backed by paying‑agent services when you need them.

Automation significantly reduces risk and accelerates processing cycles, helping firms deliver timely, compliant payments at scale.

Efficiency Gains:

  • Automate recurring, lump‑sum, and off‑cycle payments with tiered approvals and controls

  • Apply current federal and state withholding tables and generate the required tax forms

  • Use bulk uploads and plan‑level rules to speed operations and reduce exceptions

  • Offer a branded participant portal for elections, history, documents, and eDelivery

  • Rely on OFAC screening, ACH/wire/check processing, print/mail fulfillment, and SSAE‑audited controls