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client: 401k Loans, LLC
business: Automates the process of drawing a loan from an employee's 401k retirement plan via a web-based loan application process.
background: The YMCA Retirement Fund liked the service offered by 401k Loans, but wanted to integrate the process into their own website. The goal was to offer YMCA employees a simple, painless experience without having to navigate multiple websites.

The integration needed to include the ability for YMCA employees to seamlessly move between the YMCA Retirement Fund and 401k Loans web sites behind a single secure login. 401k Loans was also asked to make their website look like YMCA's.
challange: 401k Loan's challenge was three fold:
  1. Recognize YMCA Users already logged into their website when they arrive they arrive at the 401k Loans website
  2. Securely transfer all pertinent user information from YMCA 401k Loans
  3. Make the 401k Loans website look like the YMCA website, but only for YMCA users
solution: To answer the challenges presented by the 401k Loans and YCMA integration, IntelliSoft turned to Web Services provided by Microsoft's .NET platform.

When an employee logs into the YMCA Retirement Fund website and requests a loan against their 401k, a secure XML web service is initiated and sent to 401k Loans.
  1. The web service includes an identity token which informs 401k Loans that the user has already logged in to the YMCA website.
  2. It also contains all of the employee information 401k Loans will need to process the loan application
  3. 401k Loans designed a set of web templates which match the YMCA website, and display these templates to YMCA users
results: With 401k Loans as the loan engine, the YMCA Retirement Fund now offers their thousands of employees world wide a fast and simple way to borrow from their retirement fund.

And 401k Loans has made a large customer very happy.