5 ways to build and nurture a successful outsourcing relationship – a client’s perspective

We have been working with a number of Retirement Plan Providers over the last decade and a half. Without exception, all of them have been…

Providing A Digital Experience On Top Of A Legacy Recordkeeping Platform – The Hows And Whys

In today’s digital age, every person who uses the Internet has come to expect a certain standard of user experience from websites and mobile apps…

Retirement Savings Plans – the Plan Migration Worries

Conversations with a few top record keepers in the retirement savings space led us to a predicament, which, albeit not too frequent, is but of…

Retirement Savings Plans – the Plan Migration Worries

Conversations with a few top record keepers in the retirement savings space led us to a predicament, which, albeit not too frequent, is but of…

Making Plan Administrators’ Lives Easier and Enhancing Customer Engagement through New Generation Technologies

Kodak was the Google of its day! In 1976 it had a monopoly in the film-based camera business, accounting for 90% of film and 85%…

Dynamics Of Retirement Services Industry in India

I really like the fact that occupational pension is compulsory in India (for companies with more than 20 employees). The employees do not have a…

An Approach to Seamless Data Migration during Retirement Plan Recordkeeping Platform Modernization

The change in the customer environment in the US retirement markets, coupled with the increased competition and need for growth in plan participant base, has…

6 Simple Productivity Boosters for 401K Plan Administrators

401K Plan Providers often faces difficult challenges during the calendar year due to thin profit margins and seasonal spikes in demand for resources. With multiple…

Making Plan Administrators’ Lives Easier and Enhancing Customer Engagement through New Generation Technologies

Kodak was the Google of its day! In 1976 it had a monopoly in the film-based camera business, accounting for 90% of film and 85%…