Fact Sheet

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Plan 360 combines the robust HR/Payroll solution of Ceridian with a market leading retirement plan solution delivered by some of the best experts in the industry. The platform is completely integrated from a technology standpoint so it will help you broaden the scope of business challenges you can address. It will deepen your client relationships, facilitate your ability to put important benefit strategies into action, and solidify your standing as your clients’ trusted advisor.

Plan 360 provides proven, web-based solutions and professional service to help your clients save time, automate administrative processes, cut costs, and drive compliance.

Help Your Clients Leverage Technology

Partner with Plan 360 to deliver powerful and intuitive HR/Payroll/401(k) technology to your group marketplace. In the process, simplify your clients’ benefit enrollment process and demonstrate your unique versatility as their most valued and trusted advisor.

With Plan 360 through Ceridian’s HR/Payroll, your clients will be able to:

  • Establish and manage benefit plans within the system
  • Provide plan option detail as well as gather benefit elections via Employee Self-Service functionality
  • Auto-populate resulting, payroll deductions
  • Easily support current and future Affordable Care Act requirements
  • Generate total compensation statements for employees’ review
  • Provide your brokerage with exclusive, role-defined access to their Ceridian HR/Payroll account

HELP YOUR CLIENTS STAY IN CONTROL

However, Plan 360 is not a Professional Employer Organization (PEO). Also known as “employee leasing”, PEO arrangements can often force your clients to give up important control and decision making power when it comes to operating their business and managing their workforce.

With Plan 360, your clients get a custom solution tailored to their unique needs, the benefit of working with industry experts, and a flexible partnership on your terms – so you always remain in control.

Join Our Team of Experts!

Plan 360’s success in the small business marketplace (300 employees or less) is founded on our ability to build mutually beneficial, long-term relationships with carefully selected partners. Call us toll-free at XXX.XXX.XXXX to learn more about the ways you and your clients can benefit from a partnership with us.

Opportunity

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Give us your contact information and we’ll reach out to you to provide more information and to find out if you want to try out for the Plan 360 team.