Benefits

Automate 401(k) administration and empower retirement readiness

Connect your 401(k) recordkeeper directly to payroll. Automate deferral rate updates, loan payments, employer matching, and year-end non-discrimination testing.

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Key Advantages

Why businesses choose Paylocity for Retirement Plans

360-degree integration with top recordkeepers (Fidelity, Vanguard, Empower, etc.)

Automatic enrollment and auto-escalation based on company plan design

Error-free employer match calculation and payroll ledger reconciliation

Elimination of manual contribution file uploads and payroll discrepancies

Core Features

Capabilities that elevate your operations

Built with modern automation and mobile-first design to empower your entire organization.

360° Recordkeeper Integration

Employee deferral changes from your 401(k) provider update payroll automatically.

Automated Employer Matching

Compute safe harbor, discretionary, or tiered company matching accurately on every check.

Auto-Enrollment & Escalation

Boost employee retirement savings rates with automated enrollment workflows.

Audit-Ready Contribution Reports

Generate compliance reports for annual Form 5500 filings and non-discrimination testing.

92% Employee 401(k) Participation Rate

“Two-way sync with Fidelity ended our payroll team's bi-weekly data entry nightmare.”

Melissa Clark

Director of Finance, Summit Logistics

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See how our retirement plans capabilities connect with the rest of your organization.

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