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