Introducing G2.ai, the future of software buying.Try now

Best 401(k) Software - Page 2

Jeffrey Lin
JL
Researched and written by Jeffrey Lin

401(k) software helps organizations offer and manage retirement plans to their employees and ensure compliance with government regulations. 401(k) platforms are used to design a company’s retirement plan, select the fund’s investment options, onboard employees, manage contributions, and monitor employee participation through an administrative dashboard. Organizations also use these programs to provide an interface that allows employees to manage their contributions, make investment decisions, and manage actions like rollovers, loans, and distributions. 401(k) software is different from pension plans, which are funded by the employer, not the employee, and does not allow control over fund contributions, but guarantees a monthly check on retirement.

These systems are most commonly used by small business owners, finance and accounting teams, and human resources (HR) managers, enabling them to offer retirement plans to employees, encourage participation, and support the right investment strategy given an employee’s circumstances. 401(k) software can integrate with a company’s payroll software, which reduces the manual work of processing contributions as part of each payroll cycle. 401(k) software can also help companies process IRS documents and manage compliance with the Employee Retirement Income Security Act (ERISA) and Department of Labor (DOL) regulations.

To qualify for inclusion in the 401(k) category, a product must:

Offer plan administrators an onboarding process that enables 401(k) plan design
Provide plan administrators with way to monitor employee participation and access plan reports
Offer plan participants an onboarding process that enables them to set contribution rates and select investments
Provide plan participants a way to check their balance and change their investments
Help plan administrators prepare IRS forms and monitor compliance with government regulations
Show More
Show Less

Featured 401(k) Software At A Glance

401GO
Sponsored
Easiest to Use:
Show LessShow More
Easiest to Use:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

No filters applied
24 Listings in 401(k) Available
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    401(k) Easy is 401k plan administration software solution.

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • 401(k) Easy features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    401k Easy
    Year Founded
    2000
    HQ Location
    Los Angeles, US
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

401(k) Easy is 401k plan administration software solution.

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
401(k) Easy features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
401k Easy
Year Founded
2000
HQ Location
Los Angeles, US
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
0 ratings
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    America's Best 401k solves the primary problem that exists with the majority of existing 401k plans. It is our mission to rescue 401k plan participants from high, unnecessary, and unreasonable fees,

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • AB401k features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    AB401k
    Year Founded
    2012
    HQ Location
    Scottsdale, US
    LinkedIn® Page
    www.linkedin.com
    56 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

America's Best 401k solves the primary problem that exists with the majority of existing 401k plans. It is our mission to rescue 401k plan participants from high, unnecessary, and unreasonable fees,

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
AB401k features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
AB401k
Year Founded
2012
HQ Location
Scottsdale, US
LinkedIn® Page
www.linkedin.com
56 employees on LinkedIn®

This is how G2 Deals can help you:

  • Easily shop for curated – and trusted – software
  • Own your own software buying journey
  • Discover exclusive deals on software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The bav|guard is a German cross-provider communication and administration software for company pension schemes (bAV), company health insurance (bKV), and other benefits. The tool is aimed at HR depart

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • bav|guard features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    bavonline
    Year Founded
    2019
    HQ Location
    Gummersbach, DE
    LinkedIn® Page
    www.linkedin.com
    7 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The bav|guard is a German cross-provider communication and administration software for company pension schemes (bAV), company health insurance (bKV), and other benefits. The tool is aimed at HR depart

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
bav|guard features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
bavonline
Year Founded
2019
HQ Location
Gummersbach, DE
LinkedIn® Page
www.linkedin.com
7 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Congruent Solutions is specialist technology solutions and outsourced plan administration services provider to the retirement plan industry. We help Plan Providers, Record Keepers, and Third-Party Adm

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Congruent features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2000
    HQ Location
    Cupertino, US
    LinkedIn® Page
    www.linkedin.com
    592 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Congruent Solutions is specialist technology solutions and outsourced plan administration services provider to the retirement plan industry. We help Plan Providers, Record Keepers, and Third-Party Adm

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Congruent features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2000
HQ Location
Cupertino, US
LinkedIn® Page
www.linkedin.com
592 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Money Intelligence is reinventing the 401(k) and helping companies offer the best retirement plans to their employees. Money Intelligence is fighting to turn 401(k)s into something employees love, in

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Money intelligence features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2012
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Money Intelligence is reinventing the 401(k) and helping companies offer the best retirement plans to their employees. Money Intelligence is fighting to turn 401(k)s into something employees love, in

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Money intelligence features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2012
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The future of workplace pensions is here. Engage, attract and retain the best talent with a tech-first pension that helps your team secure their financial future. Discover the intuitive pension app t

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Penfold pension features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Penfold
    Year Founded
    2018
    HQ Location
    London, GB
    Twitter
    @getpenfold
    1,230 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    85 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The future of workplace pensions is here. Engage, attract and retain the best talent with a tech-first pension that helps your team secure their financial future. Discover the intuitive pension app t

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Penfold pension features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Penfold
Year Founded
2018
HQ Location
London, GB
Twitter
@getpenfold
1,230 Twitter followers
LinkedIn® Page
www.linkedin.com
85 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ShareBuilder 401k was launched in 2005 with the goal of making retirement savings plans accessible for all. Today, we serve over 6,000 companies across America offering 401(k) plan design consulting,

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ShareBuilder 401k features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2005
    HQ Location
    SEATTLE, US
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ShareBuilder 401k was launched in 2005 with the goal of making retirement savings plans accessible for all. Today, we serve over 6,000 companies across America offering 401(k) plan design consulting,

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
ShareBuilder 401k features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2005
HQ Location
SEATTLE, US
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tantify is a virtual staging company that provides outstanding renderings and an easy-to-use platform.

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Tantify features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2017
    HQ Location
    Montclair, US
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Tantify is a virtual staging company that provides outstanding renderings and an easy-to-use platform.

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Tantify features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2017
HQ Location
Montclair, US
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Retire Ready is a benefits administration software that simplifies retirement planning.

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • The Retirement Analysis Kit features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1986
    HQ Location
    Dallas, US
    Twitter
    @RetireReadySol
    307 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Retire Ready is a benefits administration software that simplifies retirement planning.

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
The Retirement Analysis Kit features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
1986
HQ Location
Dallas, US
Twitter
@RetireReadySol
307 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®