Implementation Services Archives

Case Study: 5500 Reporting

Using our vast experience and expertise in this space, we helped this Client navigate regulatory challenges to complete ERISA 5500 Reporting.

For this Client, we implemented a strategy using the OFSAA tool yielding a 50% data quality improvement and 15% cost reduction.

This Retirement Service Plans Provider needed help making improvements to their ERISA 5500 compliance requirements and our SMEs delivered.

We helped a Trust Company enhance its global custody services to strengthen their international competitiveness and shift market perception.

We handled the ITIL Process Improvement helping our Client gain control of audit findings to better focus on their platform modernization.

Our Financial Services Client wanted a robust Omni web solution to better serve plan participants, plan sponsors, and investment advisors.

We helped this Client with a QA transformation to improve procedures, diminish their needs for manual processes, and gain control of costs.

We managed the modernization of a government agency’s Omni Defined Contribution system via our expertise in EXP AG support and DocXP.

Our cybersecurity team performed an assessment and implemented an effective strategy for this large public sector Client.