The Paylocity and Equitable integration helps organizations streamline retirement plan administration by securely syncing employee and payroll data from Paylocity into Equitable. This reduces manual processes and supports accurate contributions and participant record updates.

• Sync employee demographic and eligibility information from Paylocity
• Transmit payroll deductions and contribution data for retirement plans
• Keep participant records current as employee status changes
• Reduce administrative workload and improve data accuracy

With Paylocity as the system of record, organizations can simplify retirement plan operations and enhance the employee retirement savings experience.