Portfolio of Clients.
Bodach supports innovators and established leaders across retirement, wealth, and fintech—helping relationships turn into momentum.
PROSPECT. SUPERVISE. SCALE.
One platform that manages the full lifecycle of a retirement plan client efficiently at scale — reducing fiduciary risk + scaling service delivery.
Industry Challenge
Advisors, Broker-Dealers, and Recordkeepers use fragmented tools for CRM, compliance, supervision, prospecting, campaign management, marketing, participant communications.
Cyrano Solution
Turnkey retirement plan management platform with CRM, integrated marketplace, supervision tools, compliance, and participant engagement.
Client Profile
Broker Dealers and RIAs; Recordkeepers and TPAs; Enterprises
SECURE 2.0 MADE SIMPLE.
First scalable tech designed specifically for state mandate implementation and employer onboarding.
Industry Challenge
State Mandate retirement programs are complex, slow to adopt, and difficult for employers to set up or manage plans under Secure 2.0.
Direct401k Solution
Scalable, turnkey technology platform enabling simple setup of payroll-deduction IRAs (Auto-IRA) and 401(k) marketplace options.
Client Profile
State governments, payroll providers, mandate employers
YOUR BRAND. OUR TECHNOLOGY.
The outsourced recordkeeping engine behind your brand takes the burden—so you can grow plans, not overhead.
Industry Challenge
Recordkeeping is costly to build, complex to maintain, resource heavy, and risky to scale. Every process, update, and error introduces risk.
EPIC RPS Solution
Customizable recordkeeping, compliance and education delivered through white-labeled or co-branded technology. Access to a fully transactional mobile ecosystem that elevates the sponsor and participant experience.
Client Profile
Banks and trusts; recordkeepers and TPAs; broker dealers and RIAs
BUILD ONCE. CONNECT EVERYWHERE.
Payroll and HR connectivity.
Enterprise-grade security and a single data standard that accelerates innovation and reduces build costs.
Industry Challenge
Connecting to hundreds of HR and Payroll systems is costly and technically heavy.
Finch Solution
Unified API for HRIS/payroll data across 220+ systems. Single secure integration replaces dozens of individual payroll feeds.
Client Profile
Benefits brokers; recordkeepers and TPAs; insurance; payroll providers
HUMAN-CENTRIC BENEFITS ENGAGEMENT.
Human and AI model that simplifies benefits in 20+ languages with empathy.
Industry Challenge
Employees don’t understand benefits. As a result, they have low engagement and make poor decisions.
Peopled Solution
AI-driven benefits concierge with personalized, multilingual guidance to turn confusion into confidence.
Client Profile
Benefits brokers; broker dealers and RIAs; recordkeepers and TPAs; employer HR teams
NOTICES THAT GET NOTICED.
Clear, compliant, trackable notices. A platform that improves engagement and indemnifies plan sponsors.
Industry Challenge
Mandatory communications are confusing, ignored and difficult to track creating audit and compliance risk.
Plan Notice Solution
AI-powered video summaries, multi-channel delivery, and missing participant resolution with audit-ready reporting.
Client Profile
Recordkeepers and TPAs; employers; broker dealers and RIAs
MODERN. TRANPARENT. SCALABLE.
Task automation and fiduciary oversight built for retirement plan workflows with deep industry integration.
Industry Challenge
Advisors and broker-dealers can’t prove fiduciary diligence efficiently. They rely on manual processes, disconnected data, and poor collaboration with providers.
PlanSync.AI Solution
Modern operating system for oversight, task tracking, automation, and real-time plan visibility.
Client Profile
Broker dealers and RIAs; recordkeepers and TPAs; employers
MAKING RETIREMENT PLAN COMPLIANCE ACCESSIBLE and AFFORDABLE
Compliance without complexity.
In providing tools, advisory guidance, and templates, PRI makes compliance accessible and scalable.
Industry Challenge
ERISA compliance and training is complex, expensive, and inconsistent across firms and representatives.
PRI RetirementAdvantage Solution
All-in-one ERISA compliance platform with unlimited consulting and customizable templates.
Disclosures, policies, risk assessments, training content, and strategic workshops all in one resource.
Client Profile
Broker dealers and RIAs; recordkeepers and TPAs; banks and trusts
INCENTIVES BECOME EMERGENCY SAVINGS.
Built by the father of the 401(k), the Radish Plan Incentive Program is a revolutionary new retention plan rewarding performance using tax-deferred employer dollars.
Industry Challenge
Employees lack emergency savings. Employers lack tax efficient retention incentives.
RadishPlan Solution
IRS approved 401(a) incentive plan with no payroll taxes (FICA, unemployment or workers comp).
Employers save 15.3% on payroll taxes, boost hourly non-HCE performance, and help employees build tax-deferred emergency savings.
Client Profile
Broker dealers and RIAs; recordkeepers and TPAs; employers
PAYROLL AUTOMATION BUILT FOR THE MODERN TPA
Secure payroll integration, data intelligence and 3(16) workflow automation powering millions monthly.
Industry Challenge
Payroll feeds, census data and 3(16) workflows require heavy manual effort, is repetitive, error prone, and drives operational risk.
7SM Solution
dynamis, a SOC-2 certified SaaS tool, automates the data intake, cleanses it, validates it for compliance, and sends it where it needs to go.
Client Profile
Auditors; recordkeepers and TPAs; pooled providers; employers
“The organizations we work with know that real growth in this industry is earned by building credibility, investing in relationships, and embracing innovation.”
~ Amy Huber
Partner