Retirement Plan Recordkeeping and Servicing: Is Outsourcing the Answer

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

As the status-quo becomes less sustainable, firms may consider overhauling their entire system, merging or acquiring a firm that has updated their technology, or even outsourcing to a provider who handles certain operations.

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