Certified Financial Group
Certified Financial Group
Integrating Certified Financial Group with Paylocity
Paylocity integrates with Certified Financial Group to support accurate retirement plan administration and ensure employee data flows smoothly between payroll and retirement systems.
- Sync employee demographic and employment information from Paylocity into Certified Financial Group systems
- Automatically update retirement enrollment and contribution elections
- Reflect employee status changes such as hires, promotions, and terminations
Together, Certified Financial Group and Paylocity help organizations streamline retirement plan administration and maintain accurate retirement records.
About Certified Financial Group
Certified Financial Group is a financial advisory and retirement plan consulting firm that helps employers design, manage, and administer retirement programs. Their services include retirement plan consulting, investment guidance, and participant education to support employee financial wellness.
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