Whitepapers

Retirement Plan Recordkeeping and Servicing: Is Outsourcing the Answer

Outsourcing recordkeeping to stay competitive. Six questions to ask before taking the plunge.

Technological innovation, changing end-client expectations, increasing regulatory pressure. These are only some of the factors that continue to force retirement plan providers to rethink their legacy operations.

As the status-quo becomes less sustainable, firms tend to face three options:

• Digital transformation: overhaul the whole system at great cost.
• Merge or sell: join forces with a firm who’s already invested in overhauling.
• Outsource: partner with a provider who handles the bulk of digital operations.

This short whitepaper explores the outsourcing option, along with six key questions that can guide your choice.

Retirement Plan Recordkeeping and Servicing: Is Outsourcing the Answer

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