Our experts provided fiduciary oversight and education, recordkeeping administration, and plan consulting services for this Client.
Case Study: A Fiduciary Assessment
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Case Study: A Successful Product Review
Our expert Product Review identified gaps in this Client’s product offering and drove customers to the preferred offering.
Case Study: A Systems Transition
Our Client, a municipal retirement plan system, struggled to transition from its legacy platform to the new Pension Administration System (PAS).
Case Study: Acquisition Integration
We helped an insurance and recordkeeping firm understand, plan, and accomplish an acquisition integration of their business models and services.
Case Study: Anti-Fraud Solution
Our team helped the Puerto Rican government secure its health insurance program to reduce fraud and abuse within the system.
Case Study: Business Strategy
A Program Healthcheck was deployed with advanced business strategy tactics to migrate multiple platforms to two central processing units.
Case Study: Dividend Adjustments
For this Financial Services Client, we defined and implemented an operations management methodology for dividend adjustments.
Case Study: ESOP Practice Assessment
A team of our SMEs were engaged to conduct an independent and unbiased assessment of this Client’s ESOP practice.
Case Study: MicroStrategy Upgrade
A recordkeeping organization consolidated multiple business intelligence platforms into one enhanced platform via a microstrategy upgrade.
Case Study: Omni Modernization
A large public sector institution needed to modernize their operations and the technology to overcome strategic challenges.
Case Study: Plan Restatement Success
We created and sent nearly 8,500 plan restatement packages to signers ahead of the Cycle 3 deadline for this recordkeeping Client.
Case Study: Platform Conversion
Our SMEs helped a large recordkeeping organization with a service platform conversion and the customer transition.
Case Study: Platform Due Diligence
Our Clients’ recordkeeping platform required a professional due diligence assessment to ensure growth and diversification.
Case Study: Platform Migration
Our team handled the platform migration of a large Defined Contribution Recordkeeping firm, consolidating four platforms to a new target state.
Case Study: QA Improvements
This Client needed help streamlining and automating QA testing to improve their service model and catalog reliability.
Case Study: QA Transformation
We helped this Client with a QA transformation to improve procedures, diminish their needs for manual processes, and gain control of costs.
Case Study: Retirement Plan Market MVO
We expertly completed a mid-to-large plan market Minimum Viable Offering (MVO) assessment for our client, a Defined Contribution recordkeeper.
Case Study: Vulnerability Management Strategy
Our cybersecurity team performed an assessment and implemented an effective strategy for this large public sector Client.