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.

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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

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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 every cycle.

Flexible integration with major payroll providers
Multi-entity and multi-schedule support
Automated contribution reconciliation and error flagging

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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.

Automated eligibility tracking and annual notice workflows
Alignment with evolving regulatory standards
Proactive compliance monitoring to reduce plan risk

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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.

Clear, upfront fee structure with no hidden costs
Modular services — choose what fits your plan
Pricing that scales with your organization

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Participant & sponsor experience

A seamless experience with powerful tools, personalized guidance, and real-time insights to drive better retirement outcomes for participants and sponsors alike.

Intuitive portals with real-time account access
Personalized dashboards for sponsors and participants
Tools and insights that drive engagement and outcomes

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Dedicated support & 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.

Live, U.S.-based customer support team
Hands-on onboarding and implementation assistance
One-on-one financial education for participants

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.

HUB

Good afternoon, Test PPT

Last login: March 27, 2025 10:40 AM CST

Account balance

$131,836.81

$131,837 vested

Contribution

$260.00

Pre-tax, per pay period

Income goal

131%

$4,979 of $3,805/mo

Are you on track?

Monthly income sources

Social Security $2,138

This plan $3,841

Outside savings $0

Surplus $1,174

Your estimate assumes you keep contributing $260 per pay period until age 67. It does not include Social Security cost-of-living increases.

Your investments

Aggressive Growth Portfolio 6.27% ↑$67,084.77

Growth Portfolio 3.42% ↑$67,084.77

1-year performance, as of March 27, 2025.

Change elections

Move money

Rebalance

Change contributions

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.

Plans

2

Active participants

1,208

Total assets

$3.11M

Goal completion

16%

Participation rate

Participating 61.7%

Not participating 38.3%

Maximized match rate

Goal completion rate

26.59%

Active

44.98%

Eligible, not enrolled

10.96%

Terminated w/ balance

17.46%

Ineligible / unknown

Assets by investment

Investment A

Investment B

Investment C

Investment X

Investment Y

Investment Z

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 Support and Financial Wellness to support every aspect of your retirement plan.