{"id":9477,"date":"2021-03-23T12:11:40","date_gmt":"2021-03-23T16:11:40","guid":{"rendered":"https:\/\/gtm.com\/business\/?page_id=9477"},"modified":"2021-03-30T09:24:42","modified_gmt":"2021-03-30T13:24:42","slug":"retirement-plan-broker-partnership","status":"publish","type":"page","link":"https:\/\/gtm.com\/business\/what-we-offer\/partners\/retirement-plan-broker-partnership\/","title":{"rendered":"Retirement Plan Broker Partnership"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_phone=&#8221;||10px||false|false&#8221; transparent_background=&#8221;off&#8221; padding_mobile=&#8221;off&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;on&#8221; global_module=&#8221;3056&#8243;][et_pb_fullwidth_image src=&#8221;https:\/\/gtm.com\/business\/wp-content\/uploads\/Business-Hero-3.jpg&#8221; admin_label=&#8221;Template Fullwidth Image&#8221; _builder_version=&#8221;3.0.101&#8243; use_border_color=&#8221;off&#8221;][\/et_pb_fullwidth_image][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_padding=&#8221;||5px|&#8221; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_phone=&#8221;10px||10px||true|false&#8221; transparent_background=&#8221;off&#8221; padding_mobile=&#8221;off&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;on&#8221; global_module=&#8221;3434&#8243;][et_pb_fullwidth_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;3.0.87&#8243; title_text_color=&#8221;#46a510&#8243; title_font_size=&#8221;36px&#8221; title_all_caps=&#8221;off&#8221; background_color=&#8221;rgba(255,255,255,0)&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; parallax_effect=&#8221;on&#8221; module_bg_color=&#8221;rgba(255,255,255,0)&#8221;][\/et_pb_fullwidth_post_title][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; admin_label=&#8221;section&#8221; _builder_version=&#8221;3.22&#8243; custom_padding=&#8221;5px|||&#8221; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_phone=&#8221;&#8221; transparent_background=&#8221;off&#8221; padding_mobile=&#8221;off&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;on&#8221;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; _builder_version=&#8221;3.25&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.0.47&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.2&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; z_index_tablet=&#8221;500&#8243; text_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; text_text_shadow_vertical_length_tablet=&#8221;0px&#8221; text_text_shadow_blur_strength_tablet=&#8221;1px&#8221; link_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; link_text_shadow_vertical_length_tablet=&#8221;0px&#8221; link_text_shadow_blur_strength_tablet=&#8221;1px&#8221; ul_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; ul_text_shadow_vertical_length_tablet=&#8221;0px&#8221; ul_text_shadow_blur_strength_tablet=&#8221;1px&#8221; ol_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; ol_text_shadow_vertical_length_tablet=&#8221;0px&#8221; ol_text_shadow_blur_strength_tablet=&#8221;1px&#8221; quote_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; quote_text_shadow_vertical_length_tablet=&#8221;0px&#8221; quote_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_2_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_2_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_2_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_3_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_3_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_3_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_4_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_4_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_4_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_5_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_5_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_5_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_6_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_6_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_6_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; use_border_color=&#8221;off&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h2>The Value of Partnering with GTM<\/h2>\n<p>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\u2019t have to worry about us competing for your clients like other payroll providers that also offer retirement solutions. We\u2019ll help you expand your client base and share data, allowing both our businesses to grow. GTM&#8217;s technology is combined with local support and training to provide \u201cbig firm\u201d resources with \u201cdown the street\u201d service. It is the best of both worlds and a smart recommendation for your clients.<\/p>\n<h3>Local Partner<\/h3>\n<p>When you partner with GTM, your clients&#8217; 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.<\/p>\n<h3>Platform Technology and Security<\/h3>\n<p>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.<\/p>\n<p>isolved is designed to ensure the security of customer data, protect against security threats, and prevent unauthorized access to the data of its customers.<\/p>\n<p><a href=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/2020\/11\/GTM-isolved-Overview-Brochure-GTM.pdf\">Download our isolved HCM brochure<\/a>\u00a0to learn more.<\/p>\n<h3>401(k) Reporting Integrations<\/h3>\n<p>GTM&#8217;s payroll and HR platform, isolved, integrates with 401(k) recordkeepers to automate your clients&#8217; 401(k) reporting, allowing for 180 and 360 information exchange between GTM and your clients&#8217; recordkeeper. Your clients will:<\/p>\n<ul>\n<li>Save time and money<\/li>\n<li>Reduce errors by automating the transmission of contributions and collection of required data<\/li>\n<li>Comply with IRS reporting requirements<\/li>\n<li>Receive timely investment of employee 401(k) contributions<\/li>\n<\/ul>\n<p>We integrate with more than forty-five 401(k) retirement recordkeepers, including:<\/p>\n<ul>\n<li>ADP<\/li>\n<li>Fidelity<\/li>\n<li>ING<\/li>\n<li>Mass Mutual<\/li>\n<li>John Hancock<\/li>\n<li>Empower<\/li>\n<li>Nationwide<\/li>\n<li>Prudential<\/li>\n<li>TIAA<\/li>\n<li>Principle<\/li>\n<li>Rowe Price<\/li>\n<li>Sentinel<\/li>\n<li>Vanguard<\/li>\n<\/ul>\n<p>We&#8217;re always adding more recordkeepers, so contact us to see if your recordkeeper is integrated.<\/p>\n<h3>GTM&#8217;s Security<\/h3>\n<p>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\u2019s 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\u2019s commitment to client information security.<\/p>\n<p>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\u2019 information, and the confidentiality and privacy of that information.<\/p>\n<p>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).<\/p>\n<h3>Mutually Satisfied Clients<\/h3>\n<p>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.<\/p>\n<h3>Client Support and Training<\/h3>\n<p>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&#8217; 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.<\/p>\n<p>Our implementation process is designed to make your clients&#8217; transition go smoothly. Your clients will have an implementation manager as a single point of contact and GTM\u2019s implementation team will provide in-person (or virtual), hands-on training tailored to your clients&#8217; needs using personalized instruction and e-learning.<\/p>\n<h2>Contact GTM<\/h2>\n<p>Fill out the form below or <a href=\"https:\/\/gtm.com\/business\/contact-gtm\/\">contact us directly<\/a>\u00a0for more information about how you and your clients can minimize the time spent on tedious tasks while improving accuracy with isolved.<\/p>\n<p><script src=\"https:\/\/gtm.com\/marketo-recaptcha.js\" data-form=\"2096\"><\/script><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.0.47&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Template sidebar&#8221; _builder_version=&#8221;3.0.92&#8243; text_font=&#8221;||||&#8221; header_font=&#8221;||||&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; module_alignment=&#8221;left&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; global_module=&#8221;3052&#8243; saved_tabs=&#8221;all&#8221;]<\/p>\n<h5>Need Help?<\/h5>\n<div><a href=\"tel:\/\/1-518-373-4111\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"vertical-align: middle;\" src=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/phone-icon-2.png\" alt=\"phone-icon-2\" width=\"40\" height=\"40\" \/><\/a><span style=\"font-size: 0.9em;\">\u2003Call 518-373-4111<\/span><\/div>\n<div><a href=\"mailto:questions@gtm.com\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" style=\"vertical-align: middle;\" src=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/inquiry-icon-2.png\" alt=\"inquiry-icon-2\" width=\"40\" height=\"40\" \/><\/a><span style=\"font-size: 0.9em;\"><a href=\"mailto:questions@gtm.com\" target=\"_blank\" rel=\"noopener noreferrer\">\u2003Email Us<\/a><\/span><\/div>\n<p>\u00a0<\/p>\n<h5>Refer a business and earn rewards<\/h5>\n<p><a href=\"\/business\/referral-rewards\/\">Learn more<\/a><\/p>\n<h5>\u00a0<\/h5>\n<h5>Free Download: The Complete Guide to Small Business Payroll<\/h5>\n<p><a href=\"https:\/\/gtm.com\/business\/complete-guide-to-small-business-payroll\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4820\" src=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/The-Complete-Guide-to-Small-Business-Payroll-FINAL-1-300x232.jpg\" alt=\"Complete Guide to Small Business Payroll\" width=\"209\" height=\"162\" srcset=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/The-Complete-Guide-to-Small-Business-Payroll-FINAL-1-300x232.jpg 300w, https:\/\/gtm.com\/business\/wp-content\/uploads\/The-Complete-Guide-to-Small-Business-Payroll-FINAL-1-1024x791.jpg 1024w, https:\/\/gtm.com\/business\/wp-content\/uploads\/The-Complete-Guide-to-Small-Business-Payroll-FINAL-1-1080x835.jpg 1080w\" sizes=\"(max-width: 209px) 100vw, 209px\" \/><\/a><\/p>\n<h5>\u00a0<\/h5>\n<h5>Stay up to date with our newsletter<\/h5>\n<p><a href=\"https:\/\/gtm.com\/subscriptions\/\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2939 size-full\" src=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/newsletter-sub.png\" alt=\"newsletter-sub\" width=\"129\" height=\"129\" \/><\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2019t have to worry about us competing for your clients like other payroll providers that also offer retirement solutions. We\u2019ll help you expand your [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":2869,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"Payroll can often be the most time-consuming of all the services that you provide to your clients. With GTM's CPA Partner Program, you will eliminate the burdensome tasks associated with your clients\u2019 payroll management. Plus, you have the added flexibility of setting up payroll accounts directly with GTM or through your firm with private labeling. An authorized e-filer backed by <a title=\"SSAE-16 Compliant\" href=\"http:\/\/172.81.119.2\/~gtmcom5\/business\/why-gtm\/ssae-16-compliant\/\" target=\"_blank\">SSAE-16 compliance<\/a>, you can feel confident partnering with the certified payroll professionals at GTM.\r\n\r\n[accordion title=\"Enhance Your Firm\u2019s Services\" style=\"default-style\"]\r\n<ul>\r\n\t<li>Partnering with GTM allows you to stay focused on your firm\u2019s continued growth.<\/li>\r\n\t<li>We\u2019ll work closely with you to develop custom-branded resources and tools that keep your firm and services in front of your clients.<\/li>\r\n\t<li>24\/7 online access to payroll information.<\/li>\r\n\t<li>Over 40 standard payroll-related reports to run on-demand and download client data into Microsoft Excel.<\/li>\r\n\t<li>Payroll data can be electronically imported into software like QuickBooks or Peachtree.<\/li>\r\n<\/ul>\r\n[\/accordion]\r\n[accordion title=\"Exceed Your Clients' Expectations\" style=\"default-style\"]\r\n<ul>\r\n\t<li>Access a wide range of payroll, HR and insurance related tools which aid compliance, assist with avoiding costly labor issues, and reduce administrative costs.<\/li>\r\n\t<li>No fees, obligations, or minimums associated with our CPA Referral Program.<\/li>\r\n\t<li>Enjoy a premium level of service at a lower per employee cost to our CPA partners\u2019 clients.<\/li>\r\n\t<li>We can often save clients on their annual payroll processing costs in addition to providing efficient and flexible services that your clients may require.<\/li>\r\n<\/ul>\r\n[\/accordion]\r\n\r\n[accordion title=\"Comprehensive Benefits and Services\" style=\"default-style\"]\r\n<ul>\r\n\t<li>Workers\u2019 Compensation<\/li>\r\n\t<li>Disability Insurance<\/li>\r\n\t<li>Pay-As-You-Go Payment Plans<\/li>\r\n\t<li>Group Medical<\/li>\r\n\t<li>Group Life<\/li>\r\n\t<li>Dental & Vision Plans<\/li>\r\n\t<li>Voluntary Supplemental Benefits<\/li>\r\n\t<li>Flexible Spending Account<\/li>\r\n<\/ul>\r\n[\/accordion]\r\n\r\n[accordion title=\"State and Local Resource Links\" style=\"default-style\"]\r\n\r\nFind various state\u00a0and local resources relating\u00a0to\u00a0state tax compliance, state sales tax, general state resources, and information related to state tax advocacy <a href=\"http:\/\/www.aicpa.org\/InterestAreas\/Tax\/Resources\/StateandLocal\/ToolsandAids\/Pages\/StateLinks.aspx\" target=\"_blank\">here<\/a>.\r\n\r\nFind CPA professional resources <a href=\"http:\/\/www.nysscpa.org\/page\/professional-resources\" target=\"_blank\">here<\/a>.\r\n\r\n[\/accordion]\r\n\r\n\r\n\r\nPlease <a title=\"Contact GTM\" href=\"http:\/\/172.81.119.2\/~gtmcom5\/business\/aboutgtm\/contact-gtm\/\" target=\"_blank\">contact us<\/a> to find out more about how a partnership with GTM will help you and your clients.\r\n\r\n\u00a0\r\n<h4><\/h4>\r\n<h4><i>Already a partner? \u00a0 <\/i><a class=\"green-button-small\" href=\"https:\/\/apps.evolutionpayroll.com\/webpayroll\/GTMPayroll\/login?cid=4687\">Login Here<\/a><\/h4>","_et_gb_content_width":"","footnotes":""},"folder":[],"class_list":["post-9477","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages\/9477","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/comments?post=9477"}],"version-history":[{"count":5,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages\/9477\/revisions"}],"predecessor-version":[{"id":9714,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages\/9477\/revisions\/9714"}],"up":[{"embeddable":true,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages\/2869"}],"wp:attachment":[{"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/media?parent=9477"}],"wp:term":[{"taxonomy":"folder","embeddable":true,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/folder?post=9477"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}