Retirement System Conversions

• Saluti Cahn has over three decades of experience in assisting with Financial Services industry system conversions in Trust, Brokerage, Banking operations, and Retirement.

• Saluti Cahn has assisted in numerous Retirement operations system conversion projects with countless vendor and proprietary retirement systems.

• Saluti Cahn can be depended upon to create and test new system procedures. Saluti Cahn uses a detailed workflow tool to create projected procedures for the new system/processing environment. Saluti Cahn manages user testing of the projected detailed workflows, and drafts new system procedures from the tested workflows.

• Saluti Cahn procedure drafts are used in training and then edited, as necessary. A final edit of these new procedures is performed after completion of training and then a 30-day “burn-in” period.

• During the development of detailed workflows, drafted procedures, training, and procedural edits, Saluti Cahn identifies, resolves, and tracks procedural-level conversion issues. Dr. Saluti and/or Marjorie Cahn personally conduct all system conversion issue resolution sessions.

Advantages of Using Saluti Cahn

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Saluti Cahn strategically limits the number of projects accepted, enabling the principals, Dr. Dean Saluti and Marjorie Cahn, to be at the Client sites working with their staff at all times. Dr. Saluti personally conducts Dr. Saluti personally conducts new system workflow analysis. Marjorie Cahn personally reviews, tests, and edits completed Word document for new system. Dr. Saluti and/or Marjorie Cahn personally conduct system conversion issues/problem resolution sessions. This ensures superior-quality output.

Examples of Retirement System Conversion Projects:

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2007-2008:  Bank of America

Employee Benefit Reporting (EBR), SEI to AMTrust (PACE).

Reference: Joseph Zelaway (617-346-5084)

2007:  Lincoln Financial

From one proprietary Recordkeeping system to another proprietary Recordkeeping system platform (Fort Wayne, IN).

Reference: James Racine (260-455-4944)

2007:  Lincoln Financial

From an HP proprietary Recordkeeping system to another proprietary Recordkeeping system, OASYS (Arlington Heights, IL).

Reference: James Racine (260-455-4944)

2006:  Bank of America

Retirement Disbursements, SunGard OmniPay to GUI.

Reference: Thomas Fenton (860-952-7070)

2001:  Wachovia

Retirement Recordkeeping system, Schwab Trustmark (SRT) to WySTAR.

Reference: Angie McDaniel (704-590-8771)

1999:  Bank One

Retirement Recordkeeping system, SunGard OmniPlan to SunGard OmniPlus.

Reference: Glenn Brown (313-343-8533)

1999:  Bank One

Retirement Disbursements, SunGard OmniPay to GUI.

Reference: Glenn Brown (313-343-8533)

Other Conversion Projects:

Trust At least 10 Trust system conversions to SEI, and then, from SEI to AMTrust.

Reference: Thomas Fenton, Bank of America (860-952-7070)

Wealth Management Rockefeller and Company to Rockit.

Reference: David Pagliaro (212-649-5600)

Bank Operations Numerous bank operations system conversions.

Reference: Kathy Oliver, Sovereign Bank (617-533-1515)

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