401(k) integrations
Objectives:
Learn about the 180° and 360° 401(k) integrations that AllianceHCM offers, as well as the list of investment companies and type of integrations that are available.
180° integrations (directional integrations) are one-way feeds that allow contributions, loans, and deferral changes, as well as census and demographic information to be delivered directly to financial institutions. With a 180° integration, you can eliminate manual uploads, stop time-consuming file creation, and quit worrying about missing contributions.
360° integrations (bidirectional integrations) are two-way feeds. Changes to financial data such as contributions, loan data, and other information origination from the retirement plan vendor can flow back to be processed and approved as new deductions. With a 360° integration, you get all the benefits of a 180° integration and employee empowerment, since employees can make changes to their plans at the vendor source and have those changes automatically update in the AllianceHCM system.
What's in this article?
A list of the 401(k) providers that AllianceHCM has integrations with, as well as details of whether it is a 360° or 180° integration or if an integration is currently being implemented.
💡Good to know: AllianceHCM does not participate in the movement of actual funds, just plan data. We also calculate and push employer contributions. Clients are responsible for auditing any data as a part of any 401(k) integration.
If you don't see your 401(k) provider listed below or have further questions, reach out to your customer service representative.
AllianceHCM tip: Use the Ctrl + F keys to search for an investment company in the table below.
401(k) integrations
Investment Company | 360° integration | 180° integration |
401GO | Yes | Yes |
ABG (Alliance Benefit Group - Houston) | No | Yes |
ADP | Yes | Yes |
Alerus | Yes | Yes |
Alight | No | Yes |
Alliance Pension | Yes | Yes |
American Funds - Recordkeeper Direct (Not automated) | No | Yes |
American Funds - Plan Premier | Yes | Yes |
American Trust/Unified Trust | Yes | Yes |
Ameritas | Yes | Yes |
AMG National | Yes | Yes |
AMI | Yes | Yes |
APB Retirement | No | Yes |
Ascensus | Yes | Yes |
Ascensus (Illinois Secure Choice) | Yes | Yes |
Associated Bank (Schwab SRT) | Yes | Yes |
Avantax | No | Yes |
Benefits Consultants (Not automated) | No | Yes |
Beon Retirement (Schwab SRT) | Yes | Yes |
Betterment | Yes | Yes |
Blue Star | Yes | Yes |
BOK Financial | Testing | Yes |
BPAS | Yes | Yes |
CalSavers | No | Yes |
Charles Schwab | Yes | Yes |
Chemung | Yes | Yes |
CMC Interactive | No | Yes |
Concord (Not automated) | No | Yes |
Cuna Mutual | Yes | Yes |
Employee Fiduciary | No | Yes |
Empower | Yes | Yes |
Envoy | No | Yes |
EPIC Retirement Plan Services | Yes | Yes |
ePlan Services | No | Yes |
Equitable | Yes | Yes |
Erisa | Yes | Yes |
FBSI | No | Yes |
Fidelity | Yes | Yes |
Fulton Bank | Yes | Yes |
inVesti Financial (formerly Future Benefits) (Not automated) | No | Yes |
Greenleaf Trust | Yes | Yes |
Guidestone | Implementation | Yes |
Heartland - HTLF RPS | Yes | Yes |
Human Interest | Yes | Yes |
Intrust | No | Yes |
IRALogix | No | Yes |
IPX Retirement | Yes | Yes |
John Hancock - Enterprise | Yes | Yes |
John Hancock - Signature | Yes | Yes |
July Services | Yes | Yes |
KTRADE | No | Yes |
Leading Retirement Service (Schwab SRT) | Yes | Yes |
Lincoln Financial Group | Yes | Yes |
Lincoln Financial Group (Multifund/GVA platform) | No | Yes |
Mass Mutual DERD | Yes | Yes |
Mass Mutual Sparks | Yes | Yes |
Merrill Lynch | No | Yes |
Milliman | Testing | Yes |
Morgan White | Yes | Yes |
Mutual of America | Yes | Yes |
Mutual of Omaha (Ascensus) | Yes | Yes |
Nationwide | Yes | Yes |
Nationwide Public Platform | Yes | Yes |
NBS (Not automated) | No | Yes |
NestEggs (Schwab SRT) | Yes | Yes |
New England Pension | No | Yes |
Newport | Yes | Yes |
NWPS | Yes | Yes |
Nyhart | Yes | Yes |
Ohio National Financial (Not automated) | No | Yes |
One America | Yes | Yes |
PAi/Merrill Edge | Yes | Yes |
PaySnap/PCS Capital/ABG/Aspire | Yes | Yes |
Pension Inc. | Implementation | Testing |
Pentegra | Yes | Yes |
Peoples Bank | Yes | Yes |
Principal | Yes | Yes |
Principal IRT (formerly Wells Fargo) | Yes | Yes |
Prudential (Empower) | Yes | Yes |
Retirement Plan Consultants (RPC) | No | Yes |
RPG | Yes | Yes |
SaveDay | Yes | Yes |
Sentinel | Yes | Yes |
Sentry | No | Yes |
Sheakley | No | Yes |
Slavic | Yes | Yes |
SS&C | Yes | Yes |
Stanley Benefits | Yes | Yes |
Swerdlin | No | Yes |
T. Bank | Yes | Yes |
T. Rowe Price | Yes | Yes |
TAG (Transamerica) | No | Yes |
TCG | Yes | Yes |
The Standard | Yes | Yes |
TIAA | No | Yes |
TPP | Yes | Yes |
Transamerica | Yes | Yes |
Transamerica (Large Market Map) | Yes | Yes |
TRI-AD | No | Yes |
TRPC (The Retirement Plan Company) | Yes | Yes |
TWG | No | Yes |
Ubiquity | Yes | Yes |
UBT | No | Yes |
Unified Trust/American Trust | Yes | Yes |
United Bank | No | Yes |
USI | Yes | Yes |
Valic | Yes | Yes |
Vanguard (Ascensus) | Yes | Yes |
Vanguard Direct | Yes | Yes |
Vestwell | Yes | Yes |
Vestwell State Savings Plan - OregonSaves | Yes | Yes |
Vestwell State Savings Plan - MyCTSavings | Yes | Yes |
Vestwell State Savings Plan - MarylandSaves | Yes | Yes |
Vestwell State Savings Plan - Colorado Secure | Yes | Yes |
Vestwell State Savings Plan - Illinois SecureChoice | Yes | Yes |
Vestwell State Savings Plan - RetirePathVirginia | Yes | Yes |
Voya | Yes | Yes |
Voya Large Market Platform | Yes | Yes |