M Advisory Group's dedicated team of professionals offers complete management of the conversion process when a new retirement plan provider is selected.

This comprehensive project coordination ensures a smooth transition from the outgoing provider to the new provider with as little inconvenience as possible to the client and their staff. This translates into a substantial time reduction for the HR Directors and Benefit Coordinators and results in significant savings in our client's human and financial resources.

• Conversion timeline for an efficient transition
• Management of conversion methodology & data transmission
• Collaboration with client on plan document review
• Consultation with new provider's conversion manager
• Coordination with prior custodian and recordkeeper
• Conversion status updates
• "Signature Ready" correspondence to participants