Workplace Solutions

IMPROVE

HUMAN RESOURCE & BENEFIT ADMINISTRATION

with our web-based portal

Comprehensive Portal

Recruit. Retain. Retire. Our team helps you manage human resource, payroll and benefit administration through our web-based portal for the entire employee lifecycle.

Innovative Technology

Through our human resource information system, you will have better HR with less paperwork. Streamline your processes by digitally tracking time, attendance, and PTO.

Secure & Compliant

The secure portal keeps employee information and benefits secure and compliant. The portal securely integrates with payroll providers, insurance carriers and FSA or generates 1095-C forms.

Benefits Administration

With tools for applicant tracking and onboarding, create a great candidate experience by keeping info organized. Track and retain top talent by offering a competitive benefits package without the paperwork.

SEE ALL YOUR OPTIONS

with affordable vision and dental policies

YOU DECIDE

which type of major medical coverage fits your needs

LIVE LIFE

knowing that your are protecting your family and their future with group and individual life insurance

Whether it's employer paid or payroll deduction, we will customize a plan that fits the need of your company and your employees

PLAN TO RETIRE

Our team will help your business develop and manage sound retirement programs. A 401(k) plan, or any qualified plan, can be a complicated employee benefit program to offer. Regulations are constantly changing, and so are your plan's needs. We meet with you on a regular basis to make sure your plan is running efficiently and effectively so you can focus on what really matters: running a successful business.

We offer full-package retirement plan management and administration. At CorpFinancial, we understand the many challenges of running a successful retirement plan program in today's business environment. Let us help you provide the best retirement program for you and your employees.

Investments

Mutual Funds
Exchange Traded Funds (ETFs)
Stable Value Funds
Money Markets
Individual Securities
Managed Accounts
Guaranteed Options

Administration

Plan Design Consulting
5500 Filing
Actuarial Calculations

Types of Plans

401(k)
457(b)
Profit Sharing
Money Purchase
Defined Benefit - Pension
Defined Benefit - Cash Balance
Non-qualified
Executive Compensation

Platform

Open Architecture
Trust
Group Annuity

Workplace Solutions