Back Office Integration/Automation

• Automated Census Extract To Plan Admin System

• Automated Client Census Request Form Generation

• Asset Record-keeper File Conversion and Integration

• Data Conversion And Load Between Admin Systems

• Single Point New Client Setup And Systems Load

• Business Fit Application/tool development

Operations

• Client/Plan Admin Management/Tracking System

• Business Analysis (Assessment, Requirements)

• Documentation (SOP, User Guide, Wiki/Resource)

• Operations Support, Team Augmentation

Retirement Plan Administration System

• New System Design And Development

• Existing System Enhancement

• Systems Integration

• Analysis (Assessment, Requirements, Documentation)

• QA And Testing

Plan Implementation/Conversion

• Requirements Analyst (Subject Matter Expert)

• Plan/Data Analyst

• Project Management

• QA And Testing