Financial services firms face challenges on many fronts—managing increased regulatory changes, competing with large institutions for top talent, and constantly innovating. Our solution manages your comprehensive HR needs with high-touch services and robust technology, taking complexity off you and your employees' shoulders. Focus on achieving your goals. We'll do the rest.
Personal, high-touch service for you, your employees and their family members from a dedicated HR professional. Gain direct access to HR and employment compliance guidance from our experts.Learn More
Seamless online processing, tax reporting and remittances. We have extensive experience in handling the intricacies of processing partner/members and off-cycle bonus payments.Learn More
A rich benefits selection from national and regional insurance carriers that meets the high expectations of your workforce—from top-tier PPO medical plans to customizable retirement plans to a wide variety of other insurances and services.Learn More
Expert guidance and support on employment laws, regulations and ACA compliance. We're committed to protecting you from the HR missteps that could lead to steep penalties, fines or lawsuits.Learn More
A secure environment for managing critical HR processes on one platform, reducing manual effort and increasing data visibility. Executives, managers and employees have immediate access to the tools they need.Learn More
A single point of contact for all HR matters. Associates deliver customized personal support that is not only available to employees, but also available to their families.
Direct source of HR and other functional experts. Deep domain knowledge in HR administration and employment law compliance for financial services to address your specific issues.
Best practice guidance on strategic, high-risk HR issues, such as terminations, employment compliance and creating employment policies.
Direct deposit, e-pay stubs, and electronic W-2/K-1 delivery. Employees can import W-2s directly into TurboTax. We also file your payroll tax documents.
TriNet calculates and withholds federal, state and local payroll taxes. The withholdings are electronically remitted to the government on your behalf.
View estimated paychecks and invoices that are updated in real time as you make changes. Save to PDF or export to Excel with all the details you need.
A breadth of high-end benefit plans through leading national and regional carriers. Coverage includes everything from medical, life and disability to commuter benefits and even pet insurance.
Robust 401(k) plans with broad and flexible investment options, managed by well-regarded investment management companies.
Employers and employees have access to perks such as discounts on gym memberships and mobile phone plans.
A variety of plans with UnitedHealthcare & Kaiser Permanente
A variety of plans with MetLife
A variety of plans with Vision Service Plan (VSP) & UnitedHealthcare Vision
Health Care Flexible Spending Account
Dependent Day Care Flexible Spending Account
Medical Benefits Abroad
CIGNA Global Health Benefits
Health Savings Account
Administered by Optum Bank
Executive Disability Insurance
Supplemental Life/AD&D Insurance
401(k) plan with MassMutual; options for employer matching, profit sharing, and safe harbor
MetLife & Pet Plan
We're experts in employment law compliance in all 50 states. Reduce employer-related risks in payroll and unemployment tax reporting, customized employment handbook, workers' compensation administration, and more.
Employment Practices Liability Insurance at no additional cost. EPLI helps protect you from many employer liabilities such as discrimination, wrongful termination, unlawful retaliation, and harassment claims.
TriNet helps clarify, simplify, and guide you through this complex law by managing reporting requirements and much more.
We offer role-based, self-service tools for executives, managers, and employees to access their HR information 24/7. We've streamlined HR processes for everyone.
Make your business data perform. Choose from standard reports or create custom reports tailored to financial services. Integrate with QuickBooks.
Stay current with the most important HR data with TriNet Mobile. Access real-time information on pay, paycheck history, benefits, time off requests and company directory.
Customize recruiting pipelines and automate hiring tasks from skill assessments to interview schedules. Enjoy seamless integration with leading job boards.
Automate expense reporting from all mobile devices. Directly report data to accounting or general ledger system. Ensure payroll is up-to-date with the latest business expenses.
Performance reviews with real-time feedback. Align company vision with individual goals. Increase visibility into how performance and progress are tracked.