Plan Conversion

Challenges in Plan Conversion

Plan Providers and Record keepers often face the scenario where they have to move plans from one platform to another. This process presents multiple challenges and needs to be planned to ensure that there are no disruptions in experience for Plan Sponsor and Plan Participants.

Leave a Reply

Your email address will not be published. Required fields are marked *

Your digital transformation
is just a click away.

Get a callback from a senior solutions consultant from Congruent today.