Plan 360 was created to compliment and support your need to source and retain highly valuable clients. As benefit brokers work with larger employers, they need the resources and the team to deliver world-class benefits. Plan 360 is on your side to deliver on that promise.
Imagine one of the world’s largest payroll providers working with a team of retirement plan experts for you! That is our promise to you. Plan 360 delivers expertise, leverage and the ability to expand your value to each of your clients. And this team works for you.
Plan 360 is not a PEO (Payroll/ Benefits / 401k / Worker’s Comp etc.). Instead, the component parts of Plan 360 surrounds an employer with a ‘Team of Experts’ to build custom solutions around client challenges, needs, goals. All of this is done in an integrated manner through technology and teamwork. We are actively looking for benefit broker experts to join our team.
Payroll/HRIS
Ceridian is a leader in human capital management with more than 150,000 clients in over 50 countries. Ceridian delivers trusted results and transformative technology with a wide range of solutions including human resources, payroll, workforce management, talent management, tax compliance, benefits, employee assistance and wellness programs. Ceridian offerings include the award winning, Dayforce HCM cloud solution, LifeWorks, PowerPay and International Payroll.
Retirement Plan RK
Aspire Financial Services, LLC is a leading technology and service provider of smart retirement solutions. Serving the industry for over 12 years with a conflict-free, open-architecture retirement planning management system. Aspire provides Plan 360 a best-in-class technology-enabled portfolio of pre-defined or highly customizable smart retirement solutions through its proprietary technology platform and strategic partnerships. Aspire with Ceridian links the Plan 360 team together to deliver smart solutions for any plan type independent of average account balance or plan size—enabling Plan 360 partners and customers with strong economic value and competitive advantage through a cost-effective transparent pricing structure and fully built operational model.
Investment Manager
Prudent Investor Advisors (Prudent) is a California-headquartered, SEC registered investment adviser specializing in providing fiduciary-centric services to retirement plan sponsors across the United States. The team of consultants at the firm has provided services to more than 2,800 employers during their careers including, public, private and governmental entities. Prudent works with employers of all sizes from startups to those employing thousands of people. The average Prudent consultant has approximately twenty years of experience.
Compliance Administration
DWC ERISA Consultants provides excellent third party plan administration, compliance and consulting services for qualified retirement plans, helping businesses across the country navigate today’s complex regulatory environment. DWC as a trusted Plan 360 partner digs deeper to understand each client’s unique financial and operational needs. With decades of experience, critical thinking and exceptional service, DWC combines strategic solutions with flawless execution.
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