Simplify Retirement Plan Management with HUB Recordkeeping Services

Clear. Compliant. Customized.

Managing retirement plans is complex—we make it easier. At HUB, our recordkeeping services are designed to streamline plan administration, reduce risk, and ensure seamless compliance—so you can focus on your people and your mission.

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Why Partner with HUB?

Built for Simplicity & Accuracy

Our platform handles the daily demands of retirement plan recordkeeping—tracking contributions, monitoring transactions, and managing participant data—with precision and transparency.

Seamless Payroll Integration

No more manual headaches. We offer flexible integration with your payroll systems, even across multiple entities and pay schedules, ensuring accurate and timely processing.

Compliance Confidence

We help reduce the administrative burden and keep you aligned with evolving regulatory standards. From facilitating annual notices to tracking eligibility, our service protects your organization and your participants.

Transparent Pricing

No surprises. We’re upfront about our costs, and our services are priced to reflect the value and clarity we deliver. From recordkeeping and administration to optional financial wellness tools, you choose what fits your goals.

Participant & Sponsor Experience

Seamless participant and sponsor experience with powerful tools, personalized guidance, and real-time insights to drive better retirement outcomes for everyone.

Dedicated Support & Financial Guidance

Our team is here when you need us—whether it’s onboarding assistance, live customer service, or one-on-one financial education for your employees. We help every participant make confident, informed decisions.

Participant Experience that Builds Trust

Give your employees the tools they need to take control of their financial future. Our intuitive participant portals provide real-time access to account information and transaction history, helping users stay informed and engaged.

Responsive, Live Support

We go beyond technology—with live, U.S.-based customer support that’s responsive, knowledgeable, and available in multiple languages to serve diverse employee populations.

Virtual 1:1 Meetings

For more personalized guidance, participants can access virtual meetings where they can speak with advisors who help them make informed decisions and navigate financial milestones confidently.

Seamless Onboarding & Ongoing Support

From seamless onboarding to ongoing support, our goal is to make each participant feel informed, empowered, and cared for.

Plan Sponsor Experience that Prioritizes You

As a plan sponsor, you deserve a partner who understands your responsibilities—and helps lighten the load.

Dedicated Service Team

At HUB, we provide a dedicated service team that works closely with you to manage your plan efficiently. Our experts ensure your plan stays compliant, your reporting is accurate, and your questions are answered quickly.

Simplified Administration

We simplify complex tasks like contribution processing, eligibility tracking, and annual notices, with clear dashboards and actionable insights—so you can focus on strategic decisions instead of administrative headaches.

Tailored Workflows

Whether you’re handling one payroll schedule or coordinating across multiple entities, we tailor our services to meet your unique structure and workflow.

End-to-End Retirement Plan Support

At HUB, we offer more than just a powerful recordkeeping service—we provide comprehensive Third-Party Administration (TPA), Advisory services and Financial Wellness to support every aspect of your retirement plan.