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2-Day Workflow Assessment
We provide
solutions to help meet business goals. With a wide range of
management expertise including retirement plan services, personal and
corporate trust, participant recordkeeping, and trust operations, we
are able to assist institutions and professionals in all financial disciplines.
Since we do not
sell any investment products nor do we receive any commissions we are
totally unbiased with our advice.
Your Bottom Line
Revzon Consulting
offers a two-day on-site assessment of the current workflows and
procedures of your Trust Department.
The objective of
this assessment is to determine:
Our methodology includes:
What we deliver:
-
Synopsis of interviews
- Summary
of current workflows and procedures
- Recommendations
for improving workflow and/or procedures
- Identified
personnel and/or training issues
- Identified
system needs
The Extra Benefit
to you:
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What We Offer
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TPA
& Recordkeeping Services
> Overview
> 401(k), Profit
Sharing, & Other
Defined Contribution Plans
> Solo 401(k),
Keogh Plans
> Private
Label services
Project
Management Services
> Overview
> 2-Day Workflow Assessment
> Policies
& Procedures
> System Conversions
> Vendor Searches
> Merger/Reorganization
Assistance
> Establishing a
New Trust Department
or Company
Trust
Outsourced Services
> Administration
> Operations
> Compliance
> Customized
Other
Services
> Collective Funds
> Compliance
> Audit
> Merger due-diligence
> Personnel assessment
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