DC Plan Recordkeeper

One-half (50%) of new clients believed they made a mistake after converting to a new defined contribution plan recordkeeper.

10xSolutions facilitated the redesign of the implementation process and defined the accountabilities for every team member who was part of the conversion team.

Within six months of developing a new implementation process and desk enabler, new clients were surveyed. The recordkeeper received glowing scores from all new clients who were now 100% satisfied with the recordkeeper's quality of service and implementation process.