Automate Retirement Plan Reconciliation & Compliance
ProofLink independently validates payroll and recordkeeper data, highlighting mismatches, eligibility drift, and compliance e
What ProofLink Detects
Variance Detection
Variance Detection
Variance Detection
Instantly flag mismatches between payroll deductions and recordkeeper deposits. Identify missing contributions, penny variances, and off-cycle discrepancies.
Timing Analysis
Variance Detection
Variance Detection
Analyze contribution timing based on uploaded data. Surface potential late deposit risks aligned with DOL expectations.
Eligibilty Drift
Variance Detection
Secure 2.0 Checks
Detect contributions made after termination or outside eligibility boundaries. Provides a clean, date-driven drift report
Secure 2.0 Checks
Variance Detection
Secure 2.0 Checks
Evaluate catch-up contribution patterns for potential Secure 2.0 inconsistencies, especially for HCEs age 50+.
The “Proof” Behind ProofLink
Each reconciliation generates a complete Evidence Pack: a structured set of reports documenting payroll vs. recordkeeper alignment, exception patterns, eligibility drift, and Secure 2.0 considerations.
Each pack includes:
• Reconciliation summary
• Mismatch & exception files
• Eligibility drift report
• Secure 2.0 summary
• Cryptographic manifest
Built for audit workpapers, TPAs, ERISA counsel, and regulatory review.