Client Meeting Prep Pack for Retirement Plan Administrators
Stop letting client meeting prep pack eat your retirement plan administrator's week.
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
How It Works
Discovery Call
We map your current client meeting prep pack process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Frequently asked
How long does client meeting prep pack take manually for retirement plan administrators?+
In most 401(k) tpa firms, client meeting prep pack consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see meaningful improvement within the first quarter after deployment.
Can AI handle client meeting prep pack without losing accuracy?+
Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your retirement plan administrator keeps every judgment call. Nothing ships without a defined approval point.
Will this require switching from Relius?+
No. The automation runs on top of your existing Relius setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using Relius exactly as before.
How quickly can a retirement plan administrator team deploy this?+
Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.
Is client meeting prep pack automation worth it for a small 401(k) tpa firm?+
If your retirement plan administrators spend 5+ hours per week on client meeting prep pack, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.
What happens when Relius or our process changes?+
Workflows are versioned and monitored. When Relius pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.
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Ready to automate client meeting prep pack?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.