Retirement Plan Broker Partnership

The Value of Partnering with GTM

Are you finding it challenging to retain your clients due to increased competition? Let us make your job easier. When you partner with GTM, you won’t have to worry about us competing for your clients like other payroll providers that also offer retirement solutions. We’ll help you expand your client base and share data, allowing both our businesses to grow. GTM’s technology is combined with local support and training to provide “big firm” resources with “down the street” service. It is the best of both worlds and a smart recommendation for your clients.

Local Partner

When you partner with GTM, your clients’ payroll is processed locally by a firm with a 30-year history in the Capital Region, supporting area jobs and economy. Plus, it allows your clients to have more face-to-face contact, including on-site meetings and trainings, as well as virtual trainings. Plus, GTM and its employees are actively involved in supporting community organizations and events.

Platform Technology and Security

GTM delivers more than a payroll solution. Our HCM platform, isolved, can create more efficiencies and grows with your clients with onboarding, talent management, time and expense, benefits enrollment, employee engagement, and more, in a single solution.

isolved is designed to ensure the security of customer data, protect against security threats, and prevent unauthorized access to the data of its customers.

Download our isolved HCM brochure to learn more.

401(k) Reporting Integrations

GTM’s payroll and HR platform, isolved, integrates with 401(k) recordkeepers to automate your clients’ 401(k) reporting, allowing for 180 and 360 information exchange between GTM and your clients’ recordkeeper. Your clients will:

  • Save time and money
  • Reduce errors by automating the transmission of contributions and collection of required data
  • Comply with IRS reporting requirements
  • Receive timely investment of employee 401(k) contributions

We integrate with more than forty-five 401(k) retirement recordkeepers, including:

  • ADP
  • Fidelity
  • ING
  • Mass Mutual
  • John Hancock
  • Empower
  • Nationwide
  • Prudential
  • TIAA
  • Principle
  • Rowe Price
  • Sentinel
  • Vanguard

We’re always adding more recordkeepers, so contact us to see if your recordkeeper is integrated.

GTM’s Security

Driven by a commitment to expertise and industry leadership, GTM voluntarily undergoes a rigorous examination and assessment process for SOC 1 compliance. Developed by the American Institute of Certified Public Accountants (AICPA), a SOC 1 audit is conducted by a third-party auditor to validate that a service organization’s key internal compliance and information security controls are operating effectively. It is considered the industry standard for evaluating, testing, and reporting on these controls and shows a firm’s commitment to client information security.

This enables GTM to provide assurance to existing and potential customers that the effectiveness of controls at GTM are relevant to the security, availability, and processing integrity of the system used to process customers’ information, and the confidentiality and privacy of that information.

Additionally, to provide assurance of our commitment to data integrity and security in our handling of client data, GTM undergoes independent third-party annual audits of our compliance with established rules and procedures provided by the National Automated Clearinghouse Association (NACHA).

Mutually Satisfied Clients

GTM partners with you to provide an exceptional experience for your clients, and we can work with you to help you secure new clients. Our goal is to create clients that are satisfied with both their retirement and payroll services.

Client Support and Training

GTM clients receive local service from a dedicated account manager, eliminating phone trees and generic email addresses. That account manager gets to know your clients’ payroll and HR like no one else, and behind that single point of contact is a network of certified payroll professionals, licensed insurance brokers, employment tax experts, and PHR-certified human resource professionals devoted to servicing your clients.

Our implementation process is designed to make your clients’ transition go smoothly. Your clients will have an implementation manager as a single point of contact and GTM’s implementation team will provide in-person (or virtual), hands-on training tailored to your clients’ needs using personalized instruction and e-learning.

Contact GTM

Fill out the form below or contact us directly for more information about how you and your clients can minimize the time spent on tedious tasks while improving accuracy with isolved.

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