Benefits Administration Platform

Benefits administration,
finally aligned.

BenefitsAlign gives HR teams a single platform to manage health, retirement, and perks — with the compliance controls and reporting depth that mid-market companies actually need.

Trusted by 500+ HR teams across North America

SOC 2 Type II
HIPAA Compliant
ERISA Aligned
ACA Ready
DOL Reporting
IRS Form 5500
The Platform

Every benefit. One system.

Stop managing benefits across five disconnected tools. BenefitsAlign consolidates your entire benefits stack into a single, auditable platform.

Health

Health Administration

Medical, dental, vision, and FSA/HSA management with carrier integrations and real-time eligibility tracking.

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Retirement

Retirement Management

401(k), 403(b), and pension plan administration with automated compliance testing and participant reporting.

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Perks

Perks & Lifestyle

Stipends, wellness programs, commuter benefits, and custom perks — all tracked, reported, and tax-optimized.

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How It Works

From setup to strategy in three steps.

01

Connect your data

Integrate your HRIS, payroll, and existing carriers in hours — not months. Our pre-built connectors cover 200+ systems.

02

Configure your benefits

Set eligibility rules, plan structures, and compliance parameters with guided workflows built for HR professionals.

03

Manage with confidence

Real-time dashboards, automated compliance alerts, and one-click reporting give your team full visibility and control.

Financial Services

Built for the complexity of corporate financial benefits.

From defined contribution plans to executive compensation, BenefitsAlign handles the full spectrum of corporate financial benefit obligations — with the audit trails and regulatory reporting your CFO and legal team require.

Retirement Plans

Defined Contribution Plans

  • 401(k) Traditional & Roth
  • 403(b) for Non-Profits
  • 457(b) Deferred Compensation
  • SIMPLE IRA & SEP-IRA
  • Profit Sharing Plans
  • Employee Stock Ownership (ESOP)
Health & Welfare

Health Benefit Accounts

  • Health Savings Accounts (HSA)
  • Flexible Spending Accounts (FSA)
  • Health Reimbursement Arrangements (HRA)
  • Dependent Care FSA (DCFSA)
  • Limited Purpose FSA (LPFSA)
  • Qualified Small Employer HRA (QSEHRA)
Executive Benefits

Executive Compensation

  • Non-Qualified Deferred Compensation (NQDC)
  • Supplemental Executive Retirement Plans (SERP)
  • Split-Dollar Life Insurance
  • Restricted Stock Unit (RSU) Tracking
  • Executive Health & Wellness Programs
  • Golden Parachute Compliance Monitoring
Insurance

Group Insurance Programs

  • Group Term Life Insurance
  • Accidental Death & Dismemberment (AD&D)
  • Short-Term & Long-Term Disability
  • Critical Illness & Hospital Indemnity
  • Business Travel Accident Insurance
  • Key Person Insurance Tracking
Regulatory Compliance

Stay ahead of every regulatory deadline.

Benefits compliance is a moving target. BenefitsAlign monitors regulatory changes across ERISA, ACA, HIPAA, and IRS guidelines — and alerts your team before deadlines, not after.

ERISA

Employee Retirement Income Security Act

Automated Form 5500 preparation, plan document management, summary plan description (SPD) generation, and fiduciary duty tracking.

Form 5500 FilingSPD GenerationFiduciary MonitoringPlan Document Vault
ACA

Affordable Care Act

Full-time equivalent (FTE) tracking, minimum essential coverage (MEC) monitoring, affordability calculations, and 1094-C/1095-C reporting.

FTE TrackingMEC Monitoring1094-C/1095-C FilingAffordability Calculator
HIPAA

Health Insurance Portability & Accountability Act

PHI access controls, breach notification workflows, business associate agreement (BAA) management, and audit log maintenance.

PHI Access ControlsBAA ManagementBreach NotificationAudit Logs
IRS

IRS Compliance & Tax Reporting

W-2 benefit reporting, imputed income calculations, non-discrimination testing (NDT) for 401(k) and cafeteria plans, and COBRA administration.

W-2 ReportingImputed Income CalcNon-Discrimination TestingCOBRA Admin
DOL

Department of Labor Reporting

Annual report filings, participant disclosure requirements, claims and appeals procedures, and plan audit support documentation.

Annual FilingsParticipant DisclosuresClaims & AppealsAudit Support
COBRA

COBRA Continuation Coverage

Automated qualifying event detection, election notice generation, premium billing, and coverage termination management.

QE DetectionElection NoticesPremium BillingCoverage Tracking
Integrations

Connects to your entire HR & finance stack.

Pre-built connectors to 200+ HRIS, payroll, and carrier systems. No custom development required.

HRIS & Payroll

WorkdayADPPaychexGustoBambooHRRipplingUKG ProCeridian Dayforce

Insurance Carriers

AetnaCignaUnitedHealthBlue CrossHumanaMetLifePrincipalUnum

Retirement Recordkeepers

FidelityVanguardT. Rowe PriceEmpowerTransamericaJohn HancockPrincipalNationwide

Financial & ERP

SAPOracle HCMNetSuiteQuickBooksSageMicrosoft DynamicsXeroIntacct
Client Results

What HR and finance leaders say.

90 days to full deployment
"BenefitsAlign gave us the infrastructure to manage benefits like a Fortune 500 — without the enterprise price tag or the six-month implementation timeline. Our team went from reactive to strategic in under 90 days."
S
Sarah Okonkwo
VP of People Operations, Meridian Health Group
$180K saved in compliance costs
"The ERISA compliance module alone saved us $180,000 in consulting fees last year. Form 5500 prep that used to take three weeks now takes three hours. Our auditors were impressed."
J
James Whitfield
Director of Total Rewards, Cascade Manufacturing Group
2,200 employees, 3 plan types unified
"We manage 401(k), HSA, and executive NQDC plans for 2,200 employees. BenefitsAlign is the only platform that handles all three without requiring separate systems or manual reconciliation."
P
Priya Nair
Chief People Officer, Vertex Capital Partners

Your benefits strategy deserves better infrastructure.

Join 500+ HR teams who've moved from spreadsheets and siloed tools to a single, compliant, data-driven platform.

See BenefitsAlign in action

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