Payroll Feed Integration Insights To Identify Best and Worst Practices

LinkedInPostPicEveryone’s on their best behavior when a new client relationship is established. Both client plan and service provider want to get off on the right foot. Most of the time things go well. But sometimes there is a challenge with things like payroll feeds during the new business installation stage. Sound familiar?   EACH Enterprise is conducting a survey among the top retirement plan service providers to  develop a greater understanding of the challenges and, more importantly, to identify and eventually promote best practices among plan sponsors and their advisors.   

  • 15 participating firms
  • 38 questions or series of questions
  • Addressing topics such as
    • Service Model (based on 360-degre payroll and other feeds)
    • Client payroll services practices (best and worst)
    • Payroll file setup and risk protocol
    • Cybersecurity and privacy
    • Roles and responsibilities
    • Operational practices (in six market segments)
    • Future direction of payroll feed integration
  • Fielded April 25, 2018
  • Preliminary results May 16, 2018
  • Final results June 6, 2018

Participating firms will receive a report on the overall study results, as well as a personalized conference with their firm’s results, including business recommendations based on their specific markets and service models.

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Phone: (860) 653-1701
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EACH Enterprise, LLC
61 Rainbow Road
East Granby, CT 06026