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Beon Retirement (Schwab SRT)

Beon Retirement is a third-party retirement plan administrator and recordkeeper backed by Schwab Retirement Technologies (Schwab RT) software.

Beon Retirement is a third-party retirement plan administrator and recordkeeper backed by Schwab Retirement Technologies (Schwab RT) software. Through this infrastructure, they efficiently administer employer-sponsored retirement plans like 401(k)s.

How it works

APS offers 180 and 360 integration options with Beon Retirement (Schwab SRT):

  • Our 180 integration provides an automatic feed of elections post-payroll processing to Beon Retirement (Schwab SRT).
  • Our 360 integration syncs incoming data on election changes into APS and outgoing data into Beon Retirement (Schwab SRT) post-payroll.