Independent Recordkeeper — From Migration to Ongoing Operations

The Challenge

An independent recordkeeper needed to migrate approximately 150 retirement plans from FIS-hosted Relius to their own internal system. The timeline was aggressive, and the migration required deep expertise in Relius platform configuration, data mapping, and plan-level customizations that had been built over years of operation on the FIS-hosted environment.

Our Approach

Convergent deployed a team of experienced Relius practitioners to execute the migration:

Migration Execution — We managed the end-to-end migration of 150 plans, including data extraction, transformation, validation, and cutover. Each plan required individual attention to ensure custom configurations and plan rules were preserved.

Ongoing Operations Support — After the successful migration, the client recognized the value of having Convergent's expertise available on an ongoing basis. The engagement evolved from a migration project to a comprehensive platform support relationship.

Proprietary Platform Support — Our team provides day-to-day support for the client's proprietary platforms, including incident resolution, system monitoring, and configuration management.

System Modernization Advisory — Beyond operations, we provide strategic guidance on platform modernization, helping the client evaluate new technologies and approaches while maintaining operational stability.

The Results

What started as a single migration project has become a six-year ongoing relationship. Convergent currently has six consultants supporting the client across platform operations, incident management, and modernization planning.

The engagement exemplifies Convergent's approach: we deliver the initial project, and our clients choose to keep us because our practitioners become an indispensable part of their operations team.