Citi

Support retirement plans using accurate payroll and employee data

  • Sync payroll data for contributions
  • Support enrollment and plan administration
  • Improve accuracy of retirement reporting

Citi

Integrating Citi with Paylocity

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

  • Send employee demographic, eligibility, and payroll data to Citi
  • Automate payroll deductions and contribution processing for retirement plans
  • Maintain accurate participant records as employee data changes
  • Reduce reconciliation efforts and improve data accuracy

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

About Citi

Citi provides retirement and financial services designed to help employers and individuals manage retirement savings and planning.

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