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

• Send employee demographic, eligibility, and payroll data to Transamerica
• 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 Transamerica, organizations can simplify retirement plan workflows and provide employees with a more seamless retirement savings experience.