Data Analysis and Cleanup

We will perform cleanup of data for your administration or valuation clients.  Cleanup will involve the following phases:

  • Discovery and analysis of the client's data requirements per plan provisions

  • Assessment of the state of the data, sources of data and other data issues; this will also include an evaluation of the data edits and other error specifications

  • Correction and adjustment of data involving retrieval of data from any and all sources

  • Conversion of any data to the format you and/or your client require

Retirement Services
Technology /Software Solutions for Benefits Professionals
(See also Excel Services)

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