Recordkeeping Without the Complexity
Streamline administration, reduce risk, and stay compliant — so you can focus on your people and your mission.
Why Partner with HUB?
Purpose-built recordkeeping that simplifies plan administration, strengthens compliance, and elevates the experience for sponsors and participants alike.
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.
- Real-time contribution tracking and transaction monitoring
- Accurate participant data management across plan types
- Transparent reporting and audit-ready documentation
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.
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.
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.
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.
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.
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.
Let’s Plan Your Next Step Together.
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