Financial Services

Get an incredible HR solution that supports your bottom line.
Financial services firms face challenges on many fronts—managing increased regulatory changes, competing with large institutions for top talent and constantly innovating. Our solution helps manage your comprehensive HR needs with high-touch service and robust technology, so you can drive business momentum.
Full-Service HR
  • HR Expertise
  • Payroll + HR Processes
  • Access to Benefits
  • Risk Mitigation
  • Real-Time HR
Human resource your business with qualified expertise
Whether you are the co-founder, CFO or managing partner, our team is dedicated to helping you and your employees with strategic, tactical and operational HR.
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Online payroll processing simply and smoothly
Online processing, tax reporting and remittance. Extensive experience in handling the intricacies of processing partner/member distributions and off-cycle bonus payments.
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Compete for incredible talent with top-tier plans
Wide selection of benefit plans designed to attract in-demand talent while containing HR costs. Choose from a range of plans from major national and regional carriers.
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Guidance and protection to help mitigate your risk
Expert handling and guidance on employment issues, regulations and ACA compliance. Get the guidance to protect you from the HR missteps that could lead to steep penalties, fines or lawsuits.
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Full-service HR delivered through one powerful platform
A secure environment for managing HR, minimizing paperwork and manual effort for many critical HR processes. Executives, managers and employees have online access to the tools they need.
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Human resource your business with qualified expertise
Whether you are the co-founder, CFO or managing partner, our team is dedicated to helping you and your employees with strategic, tactical and operational HR.
Get More
Manage online payroll processing simply and smoothly
Online processing, tax reporting and remittance. Extensive experience in handling the intricacies of processing partner/member distributions and off-cycle bonus payments.
Get More
Compete for incredible talent with top-tier plans
Wide selection of benefit plans designed to attract in-demand talent while containing HR costs. Choose from a range of plans from major national and regional carriers.
Get More
Guidance and protection to help mitigate your risk
Expert handling and guidance on employment issues, regulations and ACA compliance. Get the guidance to protect you from the HR missteps that could lead to steep penalties, fines or lawsuits.
Get More
Full-service HR delivered through one powerful platform
A secure environment for managing HR, minimizing paperwork and manual effort for many critical HR processes. Executives, managers and employees have online access to the tools they need.
Get More

Incredible HR expertise to drive business momentum

Practical HR

In-house client service associates are your dedicated contact for all payroll, benefits and general HR needs.

Strategic HR

Expert HR guidance for sensitive employee matters including high-risk HR issues, such as terminations and HR compliance for financial services firms.

Solution Center

Your employees’ point of contact for answers to their questions about paychecks, leaves, employee benefits, workers’ compensation, unemployment benefits and TriNet COBRA.

Payroll managed with ease

Online processing

Direct deposit, e-pay stubs and electronic W-2/K-1 preparation and delivery. Employees can import W-2s directly into TurboTax®. We also take responsibility for the payroll tax documents.

Payroll preview

View estimated invoices that are updated in real time as you make changes. Save to PDF or export to Excel with all the details you need.

Taxes and filings

TriNet calculates and withholds the federal, state and local payroll taxes. The withholdings are electronically remitted to the appropriate government entities on your behalf.

Enterprise-level benefits—attract and retain top talent with the best plans

Comprehensive health care

A breadth of high-end benefit plans through leading national and regional carriers. Coverage includes medical, life, disability, and even voluntary pet insurance.

Retirement

Make retirement planning easier and more affordable for your employees. We offer robust 401(k) plans with broad and flexible investment options, managed by well-regarded investment management companies.

Marketplace

Give your employees access to discounts on a range of useful items—gym memberships, movie tickets, laptops and mobile phone plans.

Health Care Options
Insurance Options
Retirement and Other Options
Health Care Options
MEDICAL

A variety of plans with UnitedHealthcare & Kaiser Permanente

DENTAL

A variety of plans with MetLife

VISION

A variety of plans with Vision Service Plan (VSP) & UnitedHealthcare Vision

DEPENDENT DAY CARE FLEXIBLE SPENDING ACCOUNT
HEALTH CARE FLEXIBLE SPENDING ACCOUNT
MEDICAL BENEFITS ABROAD

CIGNA Global Health Benefits

HEALTH SAVINGS ACCOUNT

Administered by Optum Bank

Insurance Options
SHORT-TERM DISABILITY

MetLife

LONG-TERM DISABILITY

MetLife

LIFE INSURANCE

MetLife

EXECUTIVE DISABILITY INSURANCE

MassMutual

SUPPLEMENTAL LIFE/AD&D INSURANCE

Metlife

Retirement and Other Options
RETIREMENT

401(k) plan with MassMutual; options for employer matching, profit sharing, and safe harbor

COMMUTER BENEFITS

WageWorks

VOLUNTARY BENEFITS

MetLife & Pet Plan

Risk and compliance expertise to support financial performance

Compliance guidance

We're experts in HR compliance in all 50 states. Reduce employer-related risks in payroll and unemployment tax reporting, get a customized employment handbook, workers' compensation administration and more.

EPLI

Employment practices liability insurance at no additional cost. EPLI helps protect you against many employer liabilities such as discrimination, wrongful termination, unlawful retaliation, harassment claims. and other employer-related issues.

ACA compliance

TriNet helps clarify, simplify and guide you through this complex law by managing reporting requirements, providing best practice guidance and more.

Technology platform so you can focus on your business

Reporting and analytics

Make your business data perform. Choose from standard reports or create custom reports tailored to financial services. Integrate with QuickBooks and other accounting applications.

Expense management

Automate expense reporting from all mobile devices. Directly report data to QuickBooks. Ensure payroll is up-to-date with the latest business expenses.

Applicant tracking

Customize recruiting pipelines and automate hiring tasks from skill assessments to interview schedules. Enjoy easy integration with leading job boards.

Always mobile

Stay on top of your HR data with TriNet Mobile. Access real-time information on pay, paycheck history, benefits, time off requests and company directory.

Self-service tools

Executives, managers and employees can manage their HR information anytime, anywhere.

Performance management

Performance reviews with real-time feedback to facilitate ongoing employee/manager conversation. Align company vision with individual goals and increase visibility into how performance and progress are tracked.