ESI2015 Posted June 23, 2022 Share Posted June 23, 2022 We recently acquired a small TPA firm - less than 100 clients. Former owner used Datair and we are a Relius group. Relius cannot accommodate a conversion until 4th quarter. Does anyone have experience converting from Datair on their own? They are going to send us instructions but former owner did not use Datair export so we are lacking in support issues. Or, does anyone know of an independent contractor that can be contracted to work on these types of tasks. Looking for suggestions based on past experience. Thank you. Link to comment Share on other sites More sharing options...
joef Posted December 3, 2022 Share Posted December 3, 2022 Did you come up with a solution? We have a similar situation and need to transition a batch of 70 or so plans. Joe A. Friberg, EA, ASA, FCAPresidentJoe.Friberg@automatedpensions.comFriberg Retirement Plan Consultantshttp://automatedpensions.com Link to comment Share on other sites More sharing options...
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