Practical Sponsor Management
Watch how RetireHQ saves you time and money with its innovative approach to contributions, documents, censuses, and plan participation.Request a free trial account →
Empower Your Plan Sponsors
Each plan you create in RetireHQ is also accessible to the plan sponsor, allowing them to manage their own plan details.Request a free trial account →
Manage all the participating, pending and restricted accounts while your plan sponsors request new participants.Request a free trial account →
Move Some Money
Edit, export, reject or process contributions submitted by your plan sponsors while automatic email notifications keep all parties informed.Request a free trial account →
Save on Postage
Upload your plan documents securely so your plan sponsors can view them at any time.Request a free trial account →
“It used to take five minutes to process each payroll contribution. Now it takes just seconds.”– Stephen Lynch (TPA)
“I love it!”– Cindy Loayza (Sponsor)
“After logging in for the first time, she submitted a contribution within minutes.”– Stephen Dix (TPA)
“Very clean, much better than using a spreadsheet.”– Nathan Curtis (Sponsor)
You and your plan sponsors will love itTake the Tour!
Process your sponsors' contributions and censuses in a fraction of the time while your clients submit contributions and censuses using our streamlined web interface.
Stop sending documents through the mail. Your clients receive easy, archival access to plan documents online at anytime. It's like a file cabinet but without the sharp edges.
Skip the hassle associated with endless faxes and forms. Let your clients fill out everything online. Get notified when someone requests plan participation.Try the Demo!
Are you worried about timely deposits? Are your clients asking about security or encryption? Do you spend time correcting invalid information? Relax and let us help.