AGENTIC AI

The ROI of AI-powered retirement plan participant servicing

Transform retirement plan operations and achieve 4,800% ROI in less than one month

This white paper reveals how AI-powered automation delivers $2.3M-$4.8M in annual savings for mid-market retirement plan administrators.
The ROI of AI-powered retirement plan participant servicing
WHY THIS PAPER MATTERS NOW

Your contact center representatives spend 70% of each call searching documents—not serving participants

If your retirement plan servicing operation handles hundreds of thousands of participant calls annually, you're likely facing a costly operational bottleneck that's hiding in plain sight. While your representatives are professional, dedicated, and knowledgeable, they spend 6-8 minutes of every 10-12 minute call hunting through fragmented SPDs, adoption agreements, and internal procedures—instead of delivering the personalized service your participants deserve.

This manual search process is costing you millions in operational inefficiency, regulatory exposure, and lost service quality.
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WHAT'S INSIDE THE GUIDE

How to calculate the ROI of AI-powered retrieval automation for retirement plan servicing

This white paper presents a comprehensive business case and implementation framework for retirement plan administrators ready to modernize participant servicing operations. Drawing on detailed ROI analysis, practitioner interviews, and implementation pilots, the research demonstrates that automated document retrieval:

  • Self-funds within weeks through immediate handle time reduction
  • Scales effortlessly across diverse plan sponsors and document structures
  • Strengthens compliance by making audit trails structural rather than aspirational
  • Enables continuous improvement through indexed clauses and searchable interaction history

Download this white paper to discover

Extraordinary financial returns with minimal risk
Extraordinary financial returns with minimal risk
  • How mid-market administrators achieve 2,255% to 4,805% ROI with AI-powered retrieval automation

  • Why the payback period is less than one month (0.25 to 0.53 months)

  • Detailed calculations showing $2.26M to $4.81M in annual savings for organizations handling 300,000 calls

  • How each minute saved across your call base generates approximately $425,000 in annual value
Operational excellence without headcount reduction
Operational excellence without headcount reduction
  • Reduce average handle time from 10-12 minutes to 6-8 minutes for typical participant inquiries

  • Improve first-call resolution from 80% to 90-95%, eliminating costly callbacks and escalations

  • Cut correction rates from 3% to less than 1%, reducing rework and compliance risk

  • Achieve higher throughput with your existing staff—no layoffs required
Structural compliance and fiduciary protection
Structural compliance and fiduciary protection
  • Replace undocumented answers with automated audit trails citing exact governing clauses

  • Eliminate most secondary document reviews while strengthening fiduciary documentation

  • Enable real-time compliance reporting with searchable, traceable participant interactions

  • Transform quality assurance from manual verification to exception handling and continuous improvement
WHY NOW?

Every day you delay implementing AI, you incur unnecessary costs

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$6,200 to $13,200 in daily operational waste (based on $2.3M-$4.8M annual savings)

threat-detection

Continued fiduciary exposure from undocumented and unverifiable participant interactions

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Competitive disadvantage as early adopters achieve superior service efficiency and participant experience

forecast

Growing operational pressure as call volumes increase and labor costs rise

The organizations that move first will establish strategic advantages in efficiency, compliance, and participant satisfaction that will compound over time.

What you'll learn in this paper

Comprehensive ROI analysis and financial modeling
Comprehensive ROI analysis and financial modeling

This white paper provides detailed financial calculations based on real operational metrics:

  • Labor savings models showing handle time reduction impact across different call volumes

  • First-call resolution improvement quantified in reduced callback and escalation costs

  • Compliance and quality assurance savings from automated audit trails

  • 3-year financial projections with conservative and aggressive implementation scenarios

  • Sensitivity analysis allowing you to model your specific operational parameters
Technical framework without technical jargon
An implementation framework without the technical jargon

Understand the automation architecture in business terms:

  • How unified indexing transforms fragmented documents into searchable, standardized clauses

  • Why automated retrieval eliminates search time while maintaining human judgment and accountability

  • How audit trails capture every query, source citation, timestamp, and user credential

  • What human-in-the-loop design means for quality control and regulatory compliance
Practical implementation guidance
Practical implementation guidance

Move from analysis to action with clear next steps:

  • Pilot program design for controlled testing with actual plan documents

  • Validation frameworks using your call recordings and service data

  • Change management strategies for representative adoption and supervisor engagement

  • Success metrics for monitoring handle time, FCR, correction rates, and compliance indicators

  • Vendor evaluation criteria and demonstration requirements
WHO SHOULD READ THIS PAPER?
This research is essential for:
  • Chief Financial Officers (CFO) and Finance Leaders evaluating high-return technology investments with rapid payback

  • Chief Operating Officers (COO) and Operations Leaders seeking to improve service efficiency without headcount reduction

  • Heads of Retirement Plan Services managing participant experience, compliance, and operational performance

  • Compliance and Risk Officers responsible for fiduciary documentation and regulatory audit readiness

  • Contact Center Directors working to reduce handle times and improve first-call resolution

  • Technology Leaders architecting modernization roadmaps for document-intensive operations

The research includes detailed ROI modeling using real call volumes, handle times, and labor rates, practitioner interviews across multiple retirement servicing organizations, implementation pilots validating operational metrics and compliance benefits, and technical framework analysis of AI-powered retrieval automation capabilities.

DOWNLOAD THE PAPER

The ROI of AI-powered retirement plan participant servicing

Transform your retirement plan operations. Achieve extraordinary ROI. Strengthen fiduciary compliance.