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Operational Analysis and Procedures for the Retirement Industry




Saluti Cahn - Expertise in Retirement Recordkeeping Operations

 

  • Retirement Operations Efficiencies and Cost Savings

  • Resolution of Processing Problems and Control Implementation

  • Gap Analysis and New Operations Procedures for Mergers, Acquisitions, and Consolidations

  • Streamlining Retirement Recordkeeping New Business/New Plan Conversions

  • Identifying, Assessing and Documenting Client-Specific Procedures

  • New Procedures for Retirement Recordkeeping System Conversions

 

 

 


Serving the Nation’s Banking and Financial Services Industry since 1978

Contact: Marjorie Cahn | 617.285.6564 | This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 
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