Their automated emails and reminders gave me hope that it was going to be an easy to work with experience.

East to use, simple for employees to get started. Settings for auto- enrollment and the option to set up auto increases annually, simple reporting. Integration with our Payroll System Sentric Workforce/SentricHr. From an employee standpoint, the virtual assistant that helps you determine how you want your 401(k) to be set up is very helpful and easy to use. The fees are super low and almost everything is paperless! They do almost all of the record-keeping tasks. The streamlined fund choices are actually a real benefit. In the past, we had so many choices and we had staff who opted out of participating or felt anxious about making the right choices. This one offers a more limited set of options but they are good options and the virtual assistant can walk them through choosing or they can choose to manage the plan on their own. They have enough choice but not so much that they end up with analysis paralysis.

The team is very knowledgeable and committed to customer service. Coming into my position, we had a few open items from the prior transition to Forusall. Forusall made extraordinary efforts to guarantee that the transition of our assets was conducted professionally, providing accurate data, education materials, and efforts to guarantee customer-focused reporting. Our administrator answers inquiries in record time, both thoughtfully and thoroughly. And, the team is planning on providing an educational seminar to our team to make sure that our employees understand their plan and maximize their use of it. We could not ask for a better service provider!