Mastering Plan Onboarding: Metrics, Automation, and Strategy

ASPPA [American Society of Pension Professionals & Actuaries]

For experienced retirement plan professionals, onboarding is more than a checklist, it’s a strategic opportunity to set the tone for client satisfaction and operational excellence. This session explores advanced approaches to streamline plan implementation, from structuring high-performing teams to optimizing workflows and leveraging automation. Learn how to make informed outsourcing decisions, reduce manual processes without compromising service quality, and monitor key metrics to ensure precise, timely onboarding. Walk away with actionable strategies to elevate your operational efficiency, enhance client experiences, and strengthen strategic partnerships from day one. 

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