Merrill

Support retirement plans using accurate payroll and employee data

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

Merrill

Integrating Merrill with Paylocity

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

  • Sync employee demographic, eligibility, and payroll data from Paylocity
  • Automate payroll deductions and contribution updates 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.

About Merrill

Merrill provides investment and retirement solutions designed to help individuals and employers plan for and manage retirement savings.

Become a Partner

Represent a Next-Generation HR, Finance or IT solution? Join Marketplace today!