Since 1976, professionals at Certified Financial Group have delivered financial planning and asset management, providing peace of mind to countless families across the country for a fee. CFG is one of the oldest and largest independent financial planning firms in Orlando, FL.
Chard Snyder is a third party administrator (TPA) of employee benefits plans. Founded in 1988, we provide customized benefit solutions that meet the needs of organizations nationwide for flexible spending accounts, health reimbursement arrangements, health savings accounts, smart commuter, COBRA, and other pre-tax accounts.
The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with more than 345 offices and 11.1 million active brokerage accounts, 1.6 million corporate retirement plan participants, 1.2 million banking accounts, and $3.31 trillion in client assets as of April 30, 2018. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, money management, custody, and financial advisory services to individual investors and independent investment advisors.
Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions.
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services,
Make the Most of Your Benefits. At Clarity Benefit Solutions, we believe that employee benefits administration should be simple. By providing industry-leading technology with dedicated customer service, we make choosing and managing benefits fun and easy. Take a look at how we can bring benefits into focus for you.
ClearCompany manages your entire employee lifecycle to create a better hiring experience, seamless onboarding, goal alignment across departments and teams and performance management to keep your workforce engaged and productive. Did we mention it’s designed to be intuitive, transparent and paperless?
Too often you find yourself trapped. You know the data is there, it’s just inaccessible. Proprietary formats, mismatched data, or data compiled in spreadsheets hold you back from getting your job done.
The bottom line is we have a way to connect your applications together, whether it’s API, CSV files, Web Services or your own interface. All managed and maintained by CloudMills so you can focus on managing your most important asset, your people.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by three business segments: The Business Bank, The Retail Bank, and Wealth Management. Comerica focuses on relationships, and helping people and businesses be successful.
CompIntelligence provides industry-leading technology, consulting, resources and administration to help our clients and partners manage their stock plan programs. Our name may be familiar as we have been strategic partners with Certent since 2006 performing data conversions, implementations, and HR/Payroll integrations with our CompXchange™ product.
ConnectYourCare is one of the nation’s largest benefit savings providers, offering a comprehensive solution supporting all tax-advantaged accounts. We’re revolutionizing how employers administer consumer-directed health care (CDH) and how employees use CDH accounts with a leading solution and benefit service that is seamless, simple, and offers peace of mind — resulting in better adoption, higher satisfaction, and lower costs.
ConnectSource was established in 2005 out of the identification of the need to provide a missing link to benefit management platforms–the management of deployment and support. In collaboration with numerous employee benefit firms with the expertise and experience of working with clients through the implementation, ConnectSource was created providing clients with both the technology and benefits expertise.
Continuon Services, LLC is a full service benefits administration firm that provides over 1,000 clients benefits enrollment technology, call center, billing and reconciliation, COBRA, Flexible Spending Account, and Health Reimbursement Account administration services.
Our goal is to provide world class customer service and superior technology solutions to our clients and their employees.
Convergins Health partners with brokers and consultants to bridge the gap between company benefits and employees’ needs. As your benefits communications partner, we educate employees about their company’s benefits, engage them in the decision-making process and empower them to choose the best option for themselves and their loved ones.
Founded in 1974, Correll Co. provides actuarial, administrative and consulting services to employer-sponsored retirement plans of all sizes. Since our founding, we have grown from a single employee firm to become one of the premier retirement plan service organizations in the Midwest. We have built a service reputation that is recognized nationally.
CUNA is the only national association that advocates for the entire credit union movement. We stand firmly in the corner of America’s credit unions, and work fiercely so you can better serve your members. As your strongest advocate, we promote, support, protect, unify and advance the credit union movement.
CypherWorx, Inc. provides organizations with custom learning management systems to track and manage all in-person, online, and 3rd party training in one place. Choose from a catalog of over 400 hours of existing e-learning content, or create your own online training right from your desktop.
DailyPay allows employees to control the timing of their pay so that they can receive their money, when they need it. Employees can pay bills on time and avoid late fees, helping them reach their financial goals. Companies have reported that DailyPay increases employee engagement and retention and helps support recruitment.
Dealer360 was founded by a group of automotive industry veterans and software developers who recognized the need to improve access to data and developed industry-leading analytics. Our experience and integration with dealerships gives us a unique approach to IT and software, allowing us to develop solutions that truly impact dealership performance.
Our passion is the passion to perform – as one bank. The trust people place in us is based on our passion as individuals – we each make a difference. That’s why to us at Deutsche, ‘Passion to Perform’ is more than just a claim – it is the way we do business.
Founded in 1981, we have a long history of applying academic research to practical investing. Today, we offer a full range of equity and fixed income strategies designed to target higher expected returns. We regard the assets we manage as more than just shares in a portfolio. The money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously.
We focus on doing one thing and doing that one thing well: providing superior workers’ compensation products and services to businesses and organizations. Since 1997, we have built a strong reputation for being a “best in class” provider of workers’ compensation products and services.
Employee Navigator provides brokers and their clients with a single place to manage everything from new hire onboarding and online enrollments to ACA Reporting and time off tracking. Employee Navigator’s highly customizable software is currently being used by some of the nation’s leading insurance brokers, TPA’s and carriers.
We handle unemployment cost control, employment and income verification and electronic I-9’s through innovative software and a team of responsive, customer-focused specialists. We help you win more claims and off-load the administrative functions that are currently draining your time and resources.
Empower Retirement administers $435 billion in assets for more than 7.4 million participants. It is the nation’s second-largest retirement plan record keeper by total participants. Empower serves all segments of the employer-sponsored retirement plan market: small, midsize and large corporate 401(k) clients, government 457 plans, non-profit 403(b) entities and private-label recordkeeping clients.
Your needs come first. This core belief drives everything we do and it gives us great flexibility to tailor solutions to fit you in a way that cookie-cutter programs can’t match. Putting your business at the center, we bring together powerful resources including online tools, websites, reports and investment platforms, along with unparalleled sales and service. Our client-centered approach has propelled us into a national leadership role in retirement plan consulting and record-keeping services.
Equifax is a global information solutions company that uses unique data, innovative analytics, technology and industry expertise to power organizations and individuals around the world by transforming knowledge into insights that help make more informed business and personal decisions.
We believe passionately in providing superior recordkeeping services for our plan sponsors, as well as our Retirement Plan Advisor and TPA partners. We feel that recordkeeping, at its best, complements and enhances a client’s retirement plan needs, but is never intrusive. We accomplish this by utilizing an equitable fee structure.