For Retirement Plan TPAs
Every retirement plan firm has something it wants to improve.
Maybe it’s a manual process that consumes too much time.
Maybe it’s a spreadsheet that’s become essential because your systems don’t quite support the way your firm works.
Maybe it’s information that has to be moved between systems.
Maybe it’s a recurring task your team wishes could be automated.
Maybe it’s a better experience you’d like to create for your clients.
Or maybe it’s simply an idea your team has been discussing for years.
“There has to be a better way to do this.”
If you’ve ever thought that, you’re exactly who I hoped this site would reach.
I’m a software engineer who has spent years helping retirement plan firms improve the way they operate.
If your firm has something you’ve been wanting to improve, I’d enjoy helping you think it through.
Bring me the idea, the spreadsheet, the workflow, or the limitation you’re working around.
Together, we’ll clarify the opportunity, explore what might be possible, and help you decide what makes sense for your firm.
Every retirement plan firm evolves.
Technology changes. Client expectations change. Regulations change.
The challenge is not recognizing that improvement matters.
The challenge is turning an idea into something practical.
Sometimes your administration platform does most of what you need—but not everything.
Sometimes information exists in multiple systems.
Sometimes a workaround becomes part of the normal workflow.
Sometimes a spreadsheet quietly becomes one of the most important tools in the office.
Sometimes everyone agrees something should improve, but nobody has had the time or perspective to explore what that improvement could look like.
That’s where another perspective can help.
Most improvements involve one or more of three connected areas.
Your administration platform is the core system that enables your firm to perform its primary work. Whether you use ASC, PensionPro, FTWilliams, Relius, or another system, it provides the foundation for your operations. But every platform has limits.
Questions worth exploring:
Every retirement plan firm develops its own way of operating—workflows, spreadsheets, reports, automations, integrations, internal tools, and processes. These often become what makes your firm unique.
Questions worth exploring:
Your internal systems shape what your clients experience—communication, visibility, reporting, portals, service, and responsiveness.
Questions worth exploring:
“We've talked about improving this for years.”
“Our platform doesn't quite support what we need.”
“We have a spreadsheet that handles it.”
“Only one person knows how this process works.”
“We're exporting data and manually transforming it.”
“There has to be a better way.”
If you recognized your firm in any of these, there may be an opportunity worth exploring.
I’ve worked with retirement plan firms on improvements across all three areas:
The goal is rarely to replace everything. It is to understand how the firm works today, identify where friction is accumulating, and build the right improvement around the systems and people already in place.
One firm was manually managing annual questionnaires and follow-up communications for more than 700 plans. The solution connected existing systems, automated communications, created a branded questionnaire experience, generated records, and synchronized updates back into the systems of record. The result was not just automation. It created visibility and a more manageable process for the team.
Another opportunity involved creating tools to centralize client information, plan data, participant data, and project activity. The goal was not to replace existing systems. It was to make the firm's daily work easier.
I've worked on custom sponsor and participant portals that integrated with administration systems while allowing firms to provide an experience aligned with their own service model and brand.
Every improvement starts with understanding. Here's what you can expect if we decide to talk.
We'll spend about 20–30 minutes discussing something you've been wanting to improve. I'll ask questions, learn how things work today, and understand what you're hoping to accomplish. By the end of the conversation, you'll have greater clarity about the opportunity—even if software isn't the answer.
If we both believe there's something worth exploring, the next step is to take a deeper look. I'll organize what we've discussed, clarify the opportunity, identify the constraints, and outline several possible approaches. Each approach may involve different levels of effort, investment, and impact. The goal is not to find the one “right” answer. It's to help you understand your options and decide what makes the most sense for your firm.
The information we develop together is yours. You might move forward, refine the idea, postpone it, or decide it is not worth pursuing. If one approach makes sense and you would like my help, we can discuss implementation. Either way, you'll have greater clarity and a better understanding of your options.
As I continue talking with retirement plan professionals, I’m paying attention to these questions.
The more I understand how firms operate, the better I can help firms think through meaningful improvements.
You don’t need a complete plan.
You don’t need technical requirements.
You don’t need to know whether software is the answer.
Bring what you have. We’ll explore it together.
Bring: