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1314 Review
56 Karma

Review on PENFAX by Born Waheed

Revainrating 5 out of 5

Great for creating & managing Multiple Employer Retirement Plans

The ability to view multiple employer plans in one place, as well as being able to link them together into group retirement accounts is what I like best about this software package from PenFax.

img 1 attached to PENFAX review by Born Waheed

It's also great that it integrates with my payroll service provider so all plan documents are automatically uploaded when they're updated via Paychex or ADP. Not enough features at this time but I do appreciate how easy it was to set up our first Plan A/B account within minutes! We've been using this platform since 2010 without any issues (other than waiting 2 years before we could actually see results!).

Pros
  • Easy to use interface.
  • In general users don't want complexity..this gives simplicity by providing access through user friendly interfaces which include mobile devices too!! So happy clients who find themselves making better choices because its simple..not overcomplicated...which has become more rare these days!!! Thanks
Cons
  • None