# Client Meeting Prep Pack for Retirement Plan Administrators

> AI assembles the review pack from Relius, FT William, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.

- **Role:** [Retirement Plan Administrator](https://calish.com/workflows/for/retirement-plan-administrator/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [401(k) TPA](https://calish.com/workflows/specialty/401-k-tpa/)
- **Action:** Client Meeting Prep Pack
- **Canonical URL:** https://calish.com/workflows/client-meeting-prep-pack-for-retirement-plan-administrator/

## The Problem

Prepping for a 401(k) TPA client review means pulling performance, allocations, tax posture, and life updates from 5 systems — and the advisor does it the night before.

## What We Build

AI assembles the review pack from Relius, FT William, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.

## Tools & Integrations

- Relius
- FT William
- ASC
- DATAIR
- Slack

## How It Works

1. **Discovery call.** We map your current client meeting prep pack process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Relius](https://calish.com/workflows/with/client-meeting-prep-pack-for-retirement-plan-administrator-with-relius/) — Client Meeting Prep Pack built natively in Relius
- [FT William](https://calish.com/workflows/with/client-meeting-prep-pack-for-retirement-plan-administrator-with-ft-william/) — Client Meeting Prep Pack built natively in FT William
- [ASC](https://calish.com/workflows/with/client-meeting-prep-pack-for-retirement-plan-administrator-with-asc/) — Client Meeting Prep Pack built natively in ASC
- [DATAIR](https://calish.com/workflows/with/client-meeting-prep-pack-for-retirement-plan-administrator-with-datair/) — Client Meeting Prep Pack built natively in DATAIR

## Related Workflows

- [RMD & Distribution Tracking for Retirement Plan Administrators](https://calish.com/workflows/rmd-and-distribution-tracking-for-retirement-plan-administrator/)
- [New Client Onboarding for Retirement Plan Administrators](https://calish.com/workflows/new-client-onboarding-for-retirement-plan-administrator/)
- [Portfolio Drift & Rebalance Alerts for Retirement Plan Administrators](https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-retirement-plan-administrator/)
- [Quarterly Commentary & Client Letter for Retirement Plan Administrators](https://calish.com/workflows/quarterly-commentary-and-client-letter-for-retirement-plan-administrator/)
- [Communication Compliance Surveillance for Retirement Plan Administrators](https://calish.com/workflows/communication-compliance-surveillance-for-retirement-plan-administrator/)
- [Loan File Assembly for Retirement Plan Administrators](https://calish.com/workflows/loan-file-assembly-for-retirement-plan-administrator/)

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