Successful System Implementation: A Fund Administrator’s Guide to Getting It Right
by Michael J. Goldberger

This article includes best practices to:

  • Plan the work: understand the program, define the ecosystem, set goals and milestones, establish guiding principles
  • Design the functions: be sure to cover these 9 key functions before you assign resources
  • Work with your technology partner: understand your mutual responsibilities to keep the relationship positive and progressive
  • Manage the risk: best practices to avoid disasters, stay on schedule, manage the costs
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Reproduced with permission from Benefits Magazine, Volume 53 Number 11, pages 44-52, November 2016, published by the International Foundation of Employee Benefit Plans (, Brookfield, Wisconsin. All rights reserved. Statements or opinions expressed in this article are those of the author and do not necessarily represent the views or positions of the International Foundation, its officers, directors or staff. No further transmission or electronic distribution of this material is permitted. Subscriptions are available for purchase by contacting us at 888-334-3327, option 4 or