{"id":10031,"date":"2026-07-15T18:52:04","date_gmt":"2026-07-15T18:52:04","guid":{"rendered":"https:\/\/help.insperity.com\/hcm\/?post_type=ht_kb&#038;p=10031"},"modified":"2026-07-15T18:52:05","modified_gmt":"2026-07-15T18:52:05","slug":"360-retirement-integration-supported-recordkeepers","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/hcm\/knowledge-base\/360-retirement-integration-supported-recordkeepers\/","title":{"rendered":"360\u00b0 Retirement Integration Supported Recordkeepers"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Overview<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>HR<\/strong>Core Solution offers retirement integration using the method that each third-party recordkeeper prefers. While some have developed direct API integration with isolved, others work through our retirement integration partner, Pay(k)onnect. When setting expectations with clients, the product offering and pricing are the same regardless of the integration method.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>While these recordkeepers are supported, it is important to confirm with your recordkeeper that your specific retirement plan is supported by all parts of the integration. <\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>We currently support these recordkeepers:\u00a0<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">360\u00b0 Retirement Integration through Pay(k)onnect<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">We have partnered with Pay(k)onnect to provide integration services to these recordkeepers:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<ul class=\"wp-block-list\">\n<li>ADP Retirement Services<\/li>\n\n\n\n<li>ABG (Alliance Benefit Group \u2013 Houston \/ 180\u00b0 Only)<\/li>\n\n\n\n<li>Alerus Retirement<\/li>\n\n\n\n<li>Alliance Pension<\/li>\n\n\n\n<li>Alight (180\u00b0 Only)<\/li>\n\n\n\n<li>American Funds (Capital Group)<\/li>\n\n\n\n<li>American Trust\/Unified Trust<\/li>\n\n\n\n<li>Ameritas<\/li>\n\n\n\n<li>Alerus<\/li>\n\n\n\n<li>AMG National<\/li>\n\n\n\n<li>AMI<\/li>\n\n\n\n<li>APB Retirement<\/li>\n\n\n\n<li>Ascensus<\/li>\n\n\n\n<li>Associated Bank<\/li>\n\n\n\n<li>Avantax<\/li>\n\n\n\n<li>Beon Retirement<\/li>\n\n\n\n<li>Betterment<\/li>\n\n\n\n<li>Blue Star<\/li>\n\n\n\n<li>BOK Financial<\/li>\n\n\n\n<li>BPAS<\/li>\n\n\n\n<li>Charles Schwab Retirement Plan Services<\/li>\n\n\n\n<li>Chemung<\/li>\n\n\n\n<li>CMC Interactive (180\u00b0 Only)<\/li>\n\n\n\n<li>Elevate 401k<\/li>\n\n\n\n<li>Empower Retirement LLC<\/li>\n\n\n\n<li>Employee Fiduciary (180\u00b0 Only)<\/li>\n\n\n\n<li>Envoy (180\u00b0 Only)<\/li>\n\n\n\n<li>EPIC Retirement Plan Services<\/li>\n\n\n\n<li>ePlan Services<\/li>\n\n\n\n<li>Equitable<\/li>\n\n\n\n<li>Erisa<\/li>\n\n\n\n<li>Evolve<\/li>\n\n\n\n<li>FBSI<\/li>\n\n\n\n<li>Fidelity Retirement<\/li>\n\n\n\n<li>Fulton Bank<\/li>\n\n\n\n<li>Future Plan<\/li>\n\n\n\n<li>Greenleaf Trust<\/li>\n\n\n\n<li>Guidestone<\/li>\n\n\n\n<li>Heartland \u2013 HTLF RPS<\/li>\n\n\n\n<li>Howard Simon (180\u00b0 Only)<\/li>\n\n\n\n<li>Human Interest<\/li>\n\n\n\n<li>Intrust (180\u00b0 Only)<\/li>\n\n\n\n<li>inVesti Financial (180\u00b0 Only)<\/li>\n\n\n\n<li>IPX Retirement (Acquired by Aspire\/PCS)<\/li>\n\n\n\n<li>IRALogix (180\u00b0 Only)<\/li>\n\n\n\n<li>John Hancock<\/li>\n\n\n\n<li>Journey RPS (180\u00b0 Only)<\/li>\n\n\n\n<li>J.P. Morgan<\/li>\n\n\n\n<li>July Services<\/li>\n\n\n\n<li>KTRADE (180\u00b0 Only)<\/li>\n\n\n\n<li>Leading Retirement Services<\/li>\n\n\n\n<li>Lincoln Financial Group<\/li>\n\n\n\n<li>MassMutual<\/li>\n\n\n\n<li>Merrill Lynch (180\u00b0 Only)<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<ul class=\"wp-block-list\">\n<li>Milliman<\/li>\n\n\n\n<li>Morgan White<\/li>\n\n\n\n<li>Mutual of America<\/li>\n\n\n\n<li>Mutual of Omaha<\/li>\n\n\n\n<li>MVP 401k<\/li>\n\n\n\n<li>Nationwide<\/li>\n\n\n\n<li>NestEggs<\/li>\n\n\n\n<li>New England Pension (180\u00b0 Only)<\/li>\n\n\n\n<li>NWPS<\/li>\n\n\n\n<li>Nyhart<\/li>\n\n\n\n<li>OneAmerica<\/li>\n\n\n\n<li>PAi\/Merrill Edge<\/li>\n\n\n\n<li>Patillo, Brown &amp; Hill (PB&amp;H \/ 180\u00b0 Only)<\/li>\n\n\n\n<li>PCS Retirement (formerly Professional Capital Services, LLC and PaySnap)<\/li>\n\n\n\n<li>PenCorp<\/li>\n\n\n\n<li>Pension Inc.<\/li>\n\n\n\n<li>Pentegra<\/li>\n\n\n\n<li>Peoples Bank<\/li>\n\n\n\n<li>Principal Financial<\/li>\n\n\n\n<li>Program Pay<\/li>\n\n\n\n<li>Prudential<\/li>\n\n\n\n<li>Retirement Plan Consultants (RPC)<\/li>\n\n\n\n<li>RPG<\/li>\n\n\n\n<li>SaveDay<\/li>\n\n\n\n<li>Sentinal<\/li>\n\n\n\n<li>Sentry (180\u00b0 Only)<\/li>\n\n\n\n<li>Sheakley (180\u00b0 Only)<\/li>\n\n\n\n<li>Slavic<\/li>\n\n\n\n<li>Spectrum<\/li>\n\n\n\n<li>SS&amp;C<\/li>\n\n\n\n<li>Stanley Benefits<\/li>\n\n\n\n<li>Swerdlin (180\u00b0 Only)<\/li>\n\n\n\n<li>T. Bank<\/li>\n\n\n\n<li>T. Rowe Price<\/li>\n\n\n\n<li>TAG (Transamerica map)<\/li>\n\n\n\n<li>The Standard (Securian Financial)<\/li>\n\n\n\n<li>TIAA<\/li>\n\n\n\n<li>TPP<\/li>\n\n\n\n<li>Transamerica Retirement Solutions<\/li>\n\n\n\n<li>TRI-AD<\/li>\n\n\n\n<li>TRPC (The Retirement Plan Company)<\/li>\n\n\n\n<li>TruStage (formerly Cuna Mutual Group)<\/li>\n\n\n\n<li>TWG<\/li>\n\n\n\n<li>Ubiquity Retirement + Savings<\/li>\n\n\n\n<li>Union Bank &amp; Trust (UBT \/ 180\u00b0 Only)<\/li>\n\n\n\n<li>United Bank (180\u00b0 Only)<\/li>\n\n\n\n<li>USI<\/li>\n\n\n\n<li>Valic<\/li>\n\n\n\n<li>Vanguard<\/li>\n\n\n\n<li>Vestwell<\/li>\n\n\n\n<li>Voya Financial<\/li>\n\n\n\n<li>WESPAC<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<h4 class=\"wp-block-heading\">360\u00b0 Retirement Integration through isolved direct APIs&nbsp;<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">These recordkeepers have partnered directly with isolved to offer integration through APIs:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>401GO\u00a0<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><\/h4>\n\n\n\n<h4 class=\"wp-block-heading\">360\u00b0 Retirement Integration for state-sponsored retirement plans<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">States that sponsor their own 408(a) ROTH IRA multiemployer retirement plans often use Ascensus or Vestwell as their recordkeepers. Clients can purchase 360\u00b0 Retirement Integration if they want seamless integration to those state-sponsored plans. Through our integration with Ascensus or Vestwell, we support: &nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>California &#8211;\u00a0<a href=\"https:\/\/www.calsavers.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>CalSavers<\/strong><\/a>\u00a0Retirement Savings Program (Ascensus)<\/li>\n\n\n\n<li>Colorado \u2013\u00a0<a href=\"https:\/\/coloradosecuresavings.zendesk.com\/hc\/en-us\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Colorado SecureSavings<\/strong><\/a>\u00a0(Vestwell)<\/li>\n\n\n\n<li>Connecticut &#8211;\u00a0<a href=\"https:\/\/myctsavings.zendesk.com\/hc\/en-us\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>MyCTSavings<\/strong><\/a>\u00a0(Vestwell)<\/li>\n\n\n\n<li>Delaware \u2013\u00a0<a href=\"https:\/\/earnsdelaware.zendesk.com\/hc\/en-us\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Delaware EARNS<\/strong><\/a>\u00a0(Expanding Access for Retirement and Necessary Savings) (Vestwell)<\/li>\n\n\n\n<li>Illinois &#8211;\u00a0<a href=\"https:\/\/www.ilsecurechoice.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Illinois Secure Choice<\/strong><\/a>\u00a0Retirement Savings Program (Vestwell)<\/li>\n\n\n\n<li>Maine \u2013\u00a0<a href=\"https:\/\/meritsaves.zendesk.com\/hc\/en-us\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>MERIT<\/strong><\/a>\u00a0(Maine Retirement Investment Trust) (Vestwell)<\/li>\n\n\n\n<li>Maryland &#8211;\u00a0<a href=\"https:\/\/marylandsaves.zendesk.com\/hc\/en-us\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>MarylandSaves<\/strong><\/a>\u00a0(Vestwell)<\/li>\n\n\n\n<li>Nevada \u2013\u00a0<a href=\"https:\/\/nest.zendesk.com\/hc\/en-us\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>NEST (Nevada Employee Savings Trust)<\/strong><\/a>\u00a0(Vestwell)<\/li>\n\n\n\n<li>New Jersey \u2013\u00a0<a href=\"https:\/\/retirereadynj.zendesk.com\/hc\/en-us\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>RetireReady NJ<\/strong><\/a>\u00a0(Vestwell)<\/li>\n\n\n\n<li>New York \u2013\u00a0<a href=\"https:\/\/newyorksecurechoice.zendesk.com\/hc\/en-us\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>New York Secure Choice<\/strong><\/a>\u00a0(Vestwell)<\/li>\n\n\n\n<li>Oregon &#8211;\u00a0<a href=\"https:\/\/help.oregonsaves.com\/hc\/en-us\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>OregonSaves<\/strong><\/a>\u00a0(Vestwell)<\/li>\n\n\n\n<li>Rhode Island &#8211;\u00a0<a href=\"https:\/\/risavers.zendesk.com\/hc\/en-us\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>RISavers<\/strong><\/a>\u00a0(Vestwell)<\/li>\n\n\n\n<li>Vermont \u2013\u00a0<a href=\"https:\/\/vermontsaves.zendesk.com\/hc\/en-us\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>VTSaves<\/strong><\/a>\u00a0(Vestwell)\u00a0<\/li>\n\n\n\n<li>Virginia \u2013\u00a0<a href=\"https:\/\/support.retirepathva.com\/hc\/en-us\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>RetirePath VA<\/strong><\/a>\u00a0(Vestwell) \u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><br><strong><em>Note:<\/em><\/strong>&nbsp;Massachusetts offers a state-facilitated 401(k) Multiemployer Plan (MEP) for non-profit organizations with 20 employees or less called the&nbsp;<strong>Massachusetts Defined Contribution CORE Plan<\/strong>. They don\u2019t offer a state-sponsored 408(a) ROTH IRA plan for private businesses like the other states. Their plan is not administered by Ascensus or Vestwell, so we don\u2019t offer 360\u00b0 Retirement Integration to that plan. &nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Because clients can purchase 360\u00b0 Retirement Integration for state retirement plans, we do not support SFTP file exports to the states. While clients can certainly export the SFTP files from the Retirement Reports section in isolved and import them themselves, we don\u2019t troubleshoot or support issues with that SFTP integration process.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">360\u00b0 Retirement Integration for ABLE accounts<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The Achieving a Better Life Experience (ABLE) Act of 2014 amended section 529 of the Internal Revenue Service Code to allow states to create tax-advantaged savings programs for eligible people with disabilities. These plans allow people with disabilities identified before age 26 to participate in a tax-advantaged plan without losing their government disability benefits. Although these are not employer-sponsored plans, employers can offer ABLE account contributions. Clients can purchase 360\u00b0 Retirement Integration for these 529A ABLE plans if they are administered by one of our supported recordkeepers. We support these plans:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ohio \u2013 STABLE Account (Vestwell)\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview The HRCore Solution offers retirement integration using the method that each third-party recordkeeper prefers. While some have developed direct API integration with isolved, others work through our retirement integration partner, Pay(k)onnect. When setting expectations with clients, the product offering and pricing are the same regardless of the integration method.\u00a0&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[44],"ht-kb-tag":[359,311,313],"class_list":["post-10031","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-401k-third-party-ork","ht_kb_tag-360-retirement","ht_kb_tag-integration","ht_kb_tag-retirement"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/10031","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/comments?post=10031"}],"version-history":[{"count":1,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/10031\/revisions"}],"predecessor-version":[{"id":10032,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/10031\/revisions\/10032"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/media?parent=10031"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb-category?post=10031"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb-tag?post=10031"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}