The Paylocity and Charles Schwab integration streamlines retirement plan administration by securely transferring employee and payroll data from Paylocity into Charles Schwab. This reduces manual processes and supports accurate retirement contributions and participant updates.

• Send employee demographic, eligibility, and payroll data to Charles Schwab
• Automate payroll deduction and contribution updates for retirement plans
• Maintain accurate participant records as employee data changes
• Reduce reconciliation efforts and improve data accuracy

By integrating Paylocity with Charles Schwab, organizations can simplify retirement plan workflows and provide employees with a more seamless retirement savings experience.