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Business Benefits

  1. Insights on the way the retirement plan industry approaches payroll data integration
  2. Hard-to-find information on a topic not commonly researched.
  3. Commentary and recommendations to help you
    1. Streamline processes,
    2. Enhance client service, and
    3. Command fees for your services
  4. Summary report to engage payroll service providers in a productive dialogue.

Approach

Insights collected from open and closed-end questions centered on the payroll feed protocols to support plan administration.

Receive insights, recommendations, our read, and quantitative analysis on:

  • Client Payroll Practices
  • Data Hygiene and Risk Protocol
  • Payroll 180
  • Cybersecurity and Privacy
  • Roles and Responsibilities
  • Operational Practices
  • Payroll 360

Find out the relative use and performance of payroll service providers and software packages. Discover which providers are easiest and most difficult to work with, and why.

Conceive successful strategies to overcome hurdles and incite partner payroll service providers to collaborate in the interest of mutual clients.

Deliverables

  • Early-read report (Email including preliminary data and most-striking take-aways)
  • Presentation / discussion at a Web video meeting with all participating firms
  • Full report (40-page with Insights including standard and best practices, charts and open-end responses)
  • Recognition of your participation in an executive summary for use with payroll service providers

Cost

$1450 for Coalition members
$3450 for non-members. (It makes good sense to be a Coalition member!)

Sign Up

Contact Eric Henon, President (This email address is being protected from spambots. You need JavaScript enabled to view it.) or +1.860.653.1705


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