Retire the Complexity. Keep the Commission.
Retirement brokers and financial advisors who partner with Netchex get a payroll platform built for accurate contribution processing, seamless retirement benefits administration, and the financial wellness tools that drive real plan participation.
We Work With the Plans Your Clients Already Use
A Partner That Truly Has Your Back
We built this program to amplify your value — not replace it. Here’s what you can count on every single day.
We Don’t Compete With You. Ever.
Netchex does not sell healthcare services unlike other HR and payroll providers. We’re the technology behind your success, not competition for it.
One Point of Contact. Always Responsive.
No call centers. No ticket queues. You and your clients have a dedicated support contact who knows your accounts and delivers answers fast — because your reputation depends on it.
The Problem
The Payroll-Retirement Gap Is Costing Your Clients Every Pay Period
Retirement plan administration depends entirely on accurate payroll data. Contribution amounts, eligibility tracking, deferral percentages, and compliance are all downstream of whatever payroll system your clients are running. When payroll is unreliable, everything connected to it is too — and that problem lands on your desk.
- Contribution data that doesn’t match payroll records, creating reconciliation headaches every single pay period
- Employees opting out of plans because they never got a clear, guided chance to make their elections
- Benefits enrollment that drags on for weeks, depressing participation rates before the plan even starts
- No real integration between payroll and retirement data, forcing manual transfers and creating audit exposure
- ACA compliance gaps that spill into benefits eligibility and create penalty risk for your clients
How Netchex Closes the Gap
Accurate payroll data flows automatically into contribution calculations — no manual exports, no reconciliation gaps, no lag between what happened and what gets reported to the plan.
Accurate Payroll
Hours, wages, and eligible compensation tracked with precision every pay period
Benefits Enrollment
Mobile-first guided enrollment that drives real plan participation from day one
Contribution Data
Deferral elections and employer match flow directly and automatically into payroll
Retirement Plan
Record keepers receive clean, integrated data — no manual intervention required
What Better Payroll and Benefits Infrastructure
Means for Your Plans
Improvement in payroll accuracy
Eliminate the errors that create contribution discrepancies and plan reconciliation headaches.
Compliance risk eliminated
Automated ACA tracking and benefits compliance monitoring removes the biggest penalty exposure.
Reduced financial stress for employees
Financial wellness tools like EWA and pay cards directly reduce the stress that drives opt-outs.
Faster open enrollment completion
Guided mobile enrollment gets employees through elections without flooding HR with questions.
FLSA penalties avoided per employee
Automated timekeeping creates a clean, auditable record so audits don’t become six-figure liabilities.
HR admin time eliminated
When HR teams stop chasing manual corrections, they have capacity to support plan communication.
Everything You Need to Win More Business and Keep It
Built for retirement brokers and financial advisors who want a true technology partner — not just another integration that breaks during open enrollment.
Exclusive Client Pricing
Clients you refer receive exclusive preferred pricing not available anywhere else — a real, tangible value-add that helps you close and retain business.
AskHR — Free for Every Client
Every client you refer gets AskHR at no additional cost. Employees get instant, accurate answers to retirement and benefits questions 24/7 — dramatically reducing inbound calls to your team and theirs.
Dedicated Partner Manager
A dedicated Partner Manager who understands the retirement-payroll relationship, knows your clients’ accounts, and is always a direct call away — not a ticket system.
Plan Reporting & Data Access
Detailed payroll, compensation, and benefits enrollment reports that support Form 5500 filing, plan audits, and annual compliance reviews — clean data when you need it.
Partner Directory Visibility
Get listed on the Netchex Partner Directory — putting your firm in front of active buyers and helping you generate new leads beyond your existing book.
Co-Marketing Support
Co-branded materials, joint education events, and presentation support so you can demonstrate the payroll-plan connection to prospects and current clients.
Co-Marketing
Show Up to Every Client Meeting With a Stronger Story
Netchex partner assets are built to help you educate clients, close referrals, and demonstrate value — with your brand alongside ours.
✓Co-branded one-pagers and brochures (print-ready and digital)
✓Joint retirement plan education event support and presentation decks
✓Email templates for client retirement plan communication and outreach
✓Talking points and objection-handling guides tailored to retirement advisors
✓Social media graphics for plan awareness and participation campaigns
- ✓Full partner asset library via the Netchex Highspot portal
What Our Partners Are Saying
We were losing deals to larger payroll companies who could promise seamless 401(k) integration. Since partnering with Netchex, that conversation has completely flipped. We now lead with the integration and we’ve closed three new plans in the past quarter because of it.
The thing that sold us was simple: Netchex doesn’t sell retirement plans. That’s our business. They handle the payroll and they handle it well. The data accuracy alone has cut our reconciliation time in half, and our clients have noticed.
Crowd 4.5 / 5 star
Google 5 / 5 star
Capterra 4.5 / 5 star
Software Advice 4.5 / 5 star
GetApp 4.5 / 5 star
Trust Radius 4 / 5 star
Joining Takes Minutes. The Partnership Lasts Years.
Ready to Partner with Netchex?
Retirement Broker Partnership FAQs
Netchex supports data exports and integrations with major retirement plan providers. Your partner contact can walk through the specific integration options relevant to your clients’ plan providers and discuss how contribution data flows between systems.
Contribution amounts, deferral elections, eligible compensation definitions, and plan eligibility are all calculated from payroll data. When payroll is inaccurate, plan contributions can be miscalculated, triggering corrective distributions, late filings, or DOL penalties. Netchex’s 46% improvement in payroll accuracy directly reduces this exposure.
Netchex’s EWA feature allows employees to access earned wages before their scheduled payday — within limits set by the employer. This is not an advance or a loan; it’s access to wages already earned. EWA reduces the financial pressure that causes employees to reduce retirement contributions or opt out entirely.
Yes. Netchex generates detailed payroll, compensation, and benefits enrollment reports that support the documentation requirements for Form 5500 filing, plan audits, and annual compliance reviews. Your partner contact can show you the specific reports most relevant to plan administration.
Netchex is designed for companies with 50 to 5,000 employees. It’s particularly strong for businesses with hourly and shift-based workforces, where accurate time and attendance data is critical to correct contribution calculations. Very small businesses or solo operators may be better served by smaller payroll solutions.