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Workplace Solutions

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.

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



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. 


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


  • Plan Design Consulting
  • 5500 Filing 
  • Actuarial Calculations

Types of Plans

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


  • Open Architecture
  • Trust 
  • Group Annuity