Jump to content

Recommended Posts

Posted

I'm a software engineer with a compliance background, and I've spent the last few weeks reading this board and talking to a handful of TPA owners and administrators about the tools they run on. Nothing built yet, and I'm not selling anything.

The pattern I keep hearing: Relius is winding down, ftwilliam is solid but the compliance module is thin, and a lot of the real work - cross-tested allocations, combo plan testing, controlled group questions - still ends up in Excel.

Two questions for people who do this every day:

  1. If one piece of your annual cycle could be automated properly, which one?
  2. What's in your personal spreadsheets that the software should do?

Happy to share a summary of what I hear back with anyone who's interested. And if you'd rather talk than type, I'm at arnav@arnavt.com.

Posted

There needs to be an automated way to do cross testing. It is time consuming to do this in Excel or Relius. You have to keep making changes until it passes. There should be a way to give the owners the max and let the system give everyone else just enough to pass.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...