Announcing Expanded Platform Features for Recordkeepers and TPAs

Finch has introduced new platform features tailored for the retirement sector, enhancing sponsor onboarding, providing universal compatibility with third-party administrator (TPA) and recordkeeping systems, and expanding data fields crucial for retirement plan management. These updates allow recordkeepers and TPAs to integrate Finch seamlessly into their existing workflows without additional engineering, reducing administrative burdens and costs while improving service delivery. By automating access to standardized employer data directly from payroll systems, Finch addresses the industry's long-standing challenges with manual and inefficient data collection methods. The platform, which already covers 80% of U.S. employers and serves over 45,000 employers and five million employees, now supports additional functionalities such as rehire date and pay group data, facilitating better retirement plan administration. Finch aims to provide comprehensive connectivity across all retirement and payroll systems, focusing on network expansion, enhanced capabilities, and improved dashboard visibility. This strategic development positions Finch as a leader in payroll connectivity, enabling TPAs and recordkeepers to deliver precise, compliant, and high-quality retirement management services.

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