RETIREMENT SYSTEM CONVERSIONS – SALUTI CAHN

Examples of Retirement System Conversion Projects:

2007-2008: Bank of America (https://www.bankofamerica.com/retirementcenter)

- Employee Benefit Reporting (EBR), SEI to AMTrust (PACE) and SunGard OmniPay (GUI).

Reference: Joseph Zelaway (617-346-5084)

2007: Lincoln Financial (http://www.lfg.com/LincolnPageServer?LFGPage=/lfg/lfgclient/act/ret/index.html)

– From one proprietary Recordkeeping System to another proprietary Recordkeeping System Platform (Fort Wayne, IN).

Reference: James Racine (260-455-4944)

2007: Lincoln Financial (http://www.lfg.com/LincolnPageServer?LFGPage=/lfg/lfgclient/act/ret/index.html)

– From an HP proprietary Recordkeeping System to another proprietary Recordkeeping System, OASYS (Arlington Heights, IL).

Reference: James Racine (260-455-4944)

2006: Bank of America (https://www.bankofamerica.com/retirementcenter)

– Retirement Disbursements, SunGard OmniPay to GUI.

Reference: Thomas Fenton (860-952-7070)

2001: Wachovia (www.wachovia.com)

– Retirement Recordkeeping System, Schwab SRT to WySTAR.

Reference: Angie McDaniel (704-590-8771)

1999: Bank One

– Retirement Recordkeeping System, SunGard OmniPlan to SunGard OmniPlus.

Reference: Glenn Brown (313-343-8533)

1999: Bank One

– Retirement Disbursements, SunGard OmniPay to GUI.

Reference: Glenn Brown (313-343-8533)

Other Conversion Projects:

Trust – At least 10 Trust System Conversions to SEI, and then, from SEI to AMTrust.

(https://www.bankofamerica.com/retirementcenter)

Reference: Thomas Fenton (860-952-7070)

Wealth Management – Rockefeller and Company to Rockit.

Reference: David Pagliaro (212-649-5600)

Bank Operations – Numerous Bank Operations System Conversions.

Reference: Kathy Oliver, Sovereign Bank (617-533-1515)

Saluti Cahn Contact

Saluti Cahn contact: Marjorie Cahn, Principal, at (617)285-6564 (cell).

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