Platform Migrations
OMNI to TRAC. Relius to FRP. Proprietary to OMNI. We've done them all — including the largest single-platform retirement migration in recent industry history.
The Problem
You're migrating between recordkeeping platforms — OMNI to TRAC, Relius to FRP, a proprietary system to a commercial platform — and the margin for error is zero. Participant data, plan rules, custom configurations, trading integrations, compliance reporting — everything has to move without disrupting operations.
How We Help
We've completed 18 successful large-scale migrations and conversions — moving 21,000 plans and $300 billion in assets across the industry. That includes 10 complex OMNI–TRAC and other RKS platform migrations, and a single 700K-participant, $20B engagement with zero-day blackout. Our Migration Playbook covers 1,200+ tasks refined over a decade. We have one of the most comprehensive conversion mapping blueprints in the industry.
Key Capabilities
- Feature/function gap analysis
- Data mapping (OMNI ↔ TRAC ↔ Relius ↔ proprietary)
- Custom coding for extract/load
- Test script development
- Dry-run methodology (3 progressively rigorous dry runs before go-live)
- Implementation planning
- Blackout period management
- Rollback strategies
Proof Point: Leading Recordkeeper
700K participants, $20B in assets, 600+ plans, zero-day blackout, 100% data accuracy.
Related Services
From the Library
Further reading on platform migrations
Research, case studies, and field notes from our practice on this topic.
The Translation Gap
Why Most Retirement Technology Modernization Fails — And What the Winners Do Differently
The future of retirement technology will not be won by the firms with the most tools, the biggest teams, or the loudest AI announcements. It will be won by the firms that can translate domain knowledge into technical execution faster than their competitors.
Leading Recordkeeper — The Migration That Set the Standard
700K participants. $20B in assets. 600+ individual plans. Zero-day blackout. The largest single-platform retirement migration in recent industry history.
What We Learned Migrating 700K Participants Without a Blackout
Migrating 700K participants and $20B in assets without a single day of blackout was the largest single-platform retirement migration completed in recent history. Here are the lessons that apply to every migration, regardless of size.
Read articleYour platform won't modernize itself. Let's talk.
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