Beyond the Tech
Why TPA firms should treat AI like a business strategy
There’s no question that Artificial Intelligence (AI) is a hot topic, today. One of the biggest mistakes a firm can make is starting with an AI platform and then looking for ways to use it. Successful firms do the opposite—and start with a strategy. This article recaps a presentation from our successful TPA Business Leaders Forum, this summer, in Chicago.
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Competing for convenience
Connecting 360° payroll integration to better outcomes
Payroll integration can streamline plan administration, help reduce errors and create value for clients.
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TPA success story
Full circle turnaround
Find out how one TPA helped turn 360° payroll integration into a better client experience.
Resources and insights
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Simplify retirement plan onboarding
Use our online Plan manager tool to onboard RecordkeeperDirect® retirement plans quickly and easily.
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Easily update your third-party administrator (TPA) contacts in Plan manager
Plan manager now lets TPAs update contact information with the click of a button. See how in a step-by-step process.
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Streamline participant loan processing with e-loan service
TPAs and plan sponsors can process electronic loans quickly and efficiently – at no additional cost – with an electronic loan (e-loan) service available in RecordkeeperDirect®, Capital Group's retirement plan platform.
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