# New Client Onboarding for Retirement Plan Administrators

> AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Relius, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

- **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:** New Client Onboarding
- **Canonical URL:** https://calish.com/workflows/new-client-onboarding-for-retirement-plan-administrator/

## The Problem

Onboarding a new 401(k) TPA client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.

## What We Build

AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Relius, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

## Tools & Integrations

- Relius
- FT William
- ASC
- Email

## How It Works

1. **Discovery call.** We map your current new client onboarding 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/new-client-onboarding-for-retirement-plan-administrator-with-relius/) — New Client Onboarding built natively in Relius
- [FT William](https://calish.com/workflows/with/new-client-onboarding-for-retirement-plan-administrator-with-ft-william/) — New Client Onboarding built natively in FT William
- [ASC](https://calish.com/workflows/with/new-client-onboarding-for-retirement-plan-administrator-with-asc/) — New Client Onboarding built natively in ASC

## Related Workflows

- [RMD & Distribution Tracking for Retirement Plan Administrators](https://calish.com/workflows/rmd-and-distribution-tracking-for-retirement-plan-administrator/)
- [Client Meeting Prep Pack for Retirement Plan Administrators](https://calish.com/workflows/client-meeting-prep-pack-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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