A US TPA: key financial process automated
A six-month build of a complex financial application for The Retirement Advantage, Inc. (TRA), which in the client's words drastically reduced the manual effort in a key financial process.
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The same census or payroll data typed into testing, forms and billing separately.
Only one person understands a spreadsheet or old system, and they are busy every year-end.
Each new limit or SECURE 2.0 change means risky edits to code or formulas nobody wants to touch.
You cannot show who changed a number, when, or why.
Workload and deadlines are tracked outside the system, so the owner cannot see risk early.
You are moving plans between recordkeeping platforms and need balances to match on day one.
A six-month build of a complex financial application for The Retirement Advantage, Inc. (TRA), which in the client's words drastically reduced the manual effort in a key financial process.
Read moreDevelopment of Expand Financial's software that automates revenue management for recordkeepers, TPAs and payroll processors.
Read morePlans, census, annual projects, compliance testing, a recordkeeping ledger, payroll intake and billing in one product. Working pilot build with synthetic data.
Read morePiece by piece. We replace one process at a time, run old and new side by side on real plan-year data in your environment, and switch over only after the results and balances agree.
Yes. We turn the logic in your spreadsheets into tested, traceable workflows, keeping the parts your team relies on and removing the re-keying.
It is mapped and loaded into the new model with reconciled totals, and kept available for reporting and audit. Nothing is discarded without your sign-off.
It depends on how many processes and plans are involved. We agree a first milestone during discovery so you see working software early, then plan the rest around your plan-year calendar and avoid year-end crunch periods.
Plan administration systems for US third-party administrators: plan years, census, testing, 5500 data and billing.
Read moreParticipant, source and fund ledgers, contribution posting, loans, distributions and reconciliation.
Read moreADP/ACP, top-heavy, coverage and annual limit checks that trace every result back to census rows.
Read moreA TPA operating system we built for independent US retirement plan administrators: compliance testing, recordkeeping ledger, payroll intake, projects and billing in one place.
