Increasing Speed and Convenience with Corporate Retirement Plan Onboarding

11 Mar 2020
Date submitted
11 Mar 2020
Resource type
White paper
File type
Web page Web page
For new corporate retirement plan business, retirement plan providers and consultants have a lengthy process of gathering up sold case paperwork and plan transition data. Current workflow requires sold case paperwork to be completed and signed by multiple parties (ex: administrators and trustees) who are often in different locations. The process can take several weeks to complete. This lengthy process delays booked revenue and puts constraints on the sales team.
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