Finch for Retirement
Payroll connectivity for every plan sponsor
Finch makes it simple to connect with any sponsor’s payroll system so you can automate 401(k) administration and keep plans running smoothly.
Retirement platforms
powered by Finch
Help sponsors connect their payroll system without additional fees or SFTP configurations to slow them down.
Get all the data you need in one, standard format across payroll systems. No waiting on the sponsor to send a file.
Manage employee deductions and employer contributions in payroll without work for the sponsor.
How it works
Ubiquity uses Finch to enroll eligible employees into their 401(k), manage employer matches, and update employee contributions in payroll automatically.
Results
Save costs and drive revenue
Saveday reduced client onboarding time from 5 hours to 15 minutes.
Stax.ai saw integration adoption rate climb from 11% to 80% after switching to Finch.
Ubiquity automates two full time employees’ worth of manual work every week.
Use cases
Focus on sponsors. Leave payroll to us.
Recordkeeping
Sync payroll and census data each pay run to calculate contributions, update eligibility, and keep participant records accurate.
3(16) Compliance
Use verified payroll data to monitor deferrals and matches, reduce fiduciary risk, and streamline compliance reporting.
Year-End Audits
Pull standardized payroll data to simplify year-end testing, nondiscrimination checks, and government filings.
Push data to your plan admin software
Use our third-party integrations to get the most out of your recordkeeping and TPA software.
Push standardized payroll and census data from sponsors’ payroll systems into FIS Relius.
Simplify sponsor data collection for compliance testing and year-end audits in PensionPro.
Using a homegrown solution? We’ll securely share files with you in a standard or custom format.
Ready to unlock payroll connectivity?
Finch is the fastest way for recordkeepers and TPAs to support every sponsor without building and maintaining dozens of integrations.