Four Phases of a Successful Plan Conversion:

1. Planning Phase
2. Implementation Phase
3. Conversion Phase
4. Transition to Ongoing Service

We are with you every step of the way.

A proven conversion process limits the impact of change on your company and plan participants.

Your transition team consists of experienced specialists who are dedicated to a seamless transition of your plan from the previous recordkeeper. Each provides specific services during the transition process. Scheduled conference calls will coordinate activities and communicate your team's progress.

Implementation specialists work closely with all transition team members and proactively manage every detail of your plan's formal conversion process that includes:

- Preplanning discovery;

- An implementation questionnaire to help assess your needs;

- A sample conversion timeline;

- Working directly with your previous recordkeeper; and

- Consistent communication with all team members.