CTR seamlessly integrates with over 120 retirement providers nationwide, offering both 180-degree (one-way) and 360-degree (full-cycle) connections. These integrations eliminate the need for manual contribution processing each pay cycle, ensuring efficiency and accuracy.
Payroll integration is a valuable tool for financial advisors looking to streamline retirement plan management for their clients. By linking the company's payroll system directly with retirement accounts, contributions, employer matches, and transfers are automated—saving time and reducing compliance risks.
Curious on the vendors or carriers we integrate with? There's a long list-just ask!
