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When a mid-sized private employer with approximately 1,900 defined benefit plan participants lost its incumbent administrator without warning, the company faced an urgent challenge. With a compressed timeline and no vendor able to commit to the standard six-to-nine-month implementation window, the organization risked service disruptions and plan continuity issues.
To avoid these outcomes, the team deployed a soft go-live model, a strategic approach that ensures uninterrupted participant service during the accelerated transition. Critical functions such as retirements and benefit estimates were supported through manual interim processes, and a dedicated implementation team was assigned to onboarding while operations supported current participants. Lastly, frequent sponsor communication was established to maintain transparency and confidence during the implementation window.
The result was a successful, accelerated transition that protected participant experiences and earned the client’s trust. Key transition highlights included:
Zero disruption to participant service during the switchover
Manual workflows ensured accurate, timely processing during the interim phase
A smooth handoff to automated systems after a soft launch, with minimal participant impact
Responsive problem-solving and collaboration led to a strong ongoing partnership and a delighted client.
From implementation to day-to-day management, October Three’s administration platform helps simplify the admin experience for plan sponsors and participants. Schedule a quick call with our team to learn how we can support your administrative needs.