top of page

For Partners

Recordkeeping Systems

Consort partners with recordkeeping systems to modernize rollover workflows and create a more cohesive participant experience. Through direct data integrations, recordkeepers provide plan-level and participant-level information that enables an embedded, intuitive rollover journey within their existing ecosystem. 

Partners.jpeg

Why Consort Partners with Recordkeepers

Consort leverages recordkeeping systems to enhance its platform with real-time, clean data exchanges. 

 

Key benefits include: 

  1. Improved efficiency and data accuracy 

  2. Higher rollover adoption rates 

  3. Reduced operational burden for participants and providers 

  4. Scalable automation 

  5. An enrollment-based rollover standard 

A More Connected Participant Journey

Improved Visibility. Higher Trust. Better Experiences. 

By partnering with recordkeeping systems, Consort delivers a clearer, more consistent rollover experience that strengthens participant trust and reduces abandoned accounts. Integrated data exchange creates a seamless flow from enrollment to consolidation, improving visibility and long-term engagement. 

​

Outcomes 

Recordkeeping systems help Consort achieve: 

  • Fewer abandoned accounts 

  • Higher data accuracy 

  • Reduced administrative workload 

  • More cohesive participant journeys 

  • Stronger participant confidence 

 

Recordkeeping systems serve as strategic partners, enhancing the Consort offering with higher data accuracy to bolster its rollover infrastructure. 

Benefits Administrators

Guidance that feels coordinated and connected. 

Benefits Administrators — including PEOs, ASOs, and HCM platforms — help bring Consort’s modern rollover experience directly to participants. By embedding Consort within their portals, they expand access to a guided, intuitive rollover journey that supports smoother employment transitions and improves participant outcomes. 

 

Why Benefits Administrators Partner With Consort 

Key advantages include: 

  • Offering a modern rollover experience during onboarding 

  • Improving participant outcomes and sentiment 

  • Ensuring consistency across MEPs and PEPs 

  • Differentiating their benefits platform with an enterprise-grade solution 

  • Providing clearer support and guidance around rollovers 

 

Through light integration and an embedded workflow, rollout is simple and scalable.

​

A Better Experience for Employers and Participants

Embedding Consort creates a more supportive, unified experience: 

  • Higher participant satisfaction 

  • Stronger relationships with employer clients 

  • More consistent rollover journeys across diverse employer groups 

​​

Outcomes 

With Consort, Benefits Administrators achieve: 

  • Improved clarity around rollover transitions 

  • Increased value delivered to employers 

  • Broader distribution of a unified rollover solution 

  • ​

Benefits Administrators act as a strategic partner, enhancing Consort’s exposure to participants through additional channels. 

Transform your retirement plan rollover experience.

 

Give participants a clear path forward—and give your organization operational clarity and control.

bottom of page