Our Clients’ recordkeeping platform required a professional due diligence assessment to ensure growth and diversification.
Case Study: Platform Due Diligence
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Case Study: Platform Modernization Roadmap
We delivered a modernization roadmap for the technologies used in our Client’s retirement vendor platform back-end processes.
Case Study: Vendor Product Assessment
Our team of SMEs helped our Client launch a participant decumulation strategy that also aligned with their asset retention strategy.