Retirement Services

Our Retirement Services practice specializes in business consulting and systems integration services to support the needs of institutions offering defined contribution, college savings, employee stock option, and employee stock purchase plan services.

We specialize in providing solutions which deliver financial planning advice, asset allocation and portfolio rebalancing, and improved customer service through enabling web portals. We enable solutions which allow defined contribution plan administrators to offer retirement plan and asset allocation advice to plan participants.

Our Retirement Services solution provides consulting and accelerators in the following areas:

• Integrated Multi-Channel Client Service Delivery
• Aligning service delivery capabilities offered via client portals, call center and advisor channels to optimize service delivery costs and enable a consistent user experience
• Wealth Planning and Advisory Tools Design and Integration
• Advice platform requirements definition
• Client / advisor portal design � including back-end integration services for content management and personalization
• Vendor evaluation of advice tools � including Ibbotson, Financial Engines, Risk Metrics, Morningstar, EISI, AdviceAmerica and eMoney
• Package vendor customization and integration services