For experienced retirement plan professionals, onboarding is more than a checklist, it’s a strategic opportunity to set the tone for client satisfaction and operational excellence. This session explores advanced approaches to streamline plan implementation, from structuring high-performing teams to optimizing workflows and leveraging automation. Learn how to make informed outsourcing decisions, reduce manual processes without compromising service quality, and monitor key metrics to ensure precise, timely onboarding. Walk away with actionable strategies to elevate your operational efficiency, enhance client experiences, and strengthen strategic partnerships from day one.
About the Speaker
Megan Crawford, QPA™, President, Crawford Retirement Group
Megan Crawford, ERPA, QPA, is President of Crawford Retirement Group, Inc. in Quincy, Illinois, where she has specialized in retirement plan consulting for over 15 years. She is recognized for her hands-on approach to educating and supporting clients and their employees in planning for a secure retirement. Megan is an active member of ASPPA, currently serving on both the Plan Consultant Magazine Committee and the ASPPA Annual Conference Committee. Outside of work, she enjoys time with her husband and three children.
Chad Johansen, QKA® Partner & Director for Consulting, Plan Design Consultants, Inc.
Chad started with Plan Design Consultants, Inc. back in 2010 as an extension of the California based consulting team. He was responsible for producing the PDC Comprehensive Retirement Plan Analysis that helps businesses determine the most effective tax saving design, investment provider solutions and operational efficiency to make plan administration smart easy. In 2014 Chad became a managing partner of PDC, Inc. and began building out a national consulting team. He is a player/coach for the PDC Consulting team and loves helping his advisor partners shine with their clients. Chad is a frequent speaker on an array of industry related topics with a known knack for making the complicated simple. He has been featured on 401(k) Friday’s, Fiduciary U, a guest with 401Ja(k)e, presented at TPA Growth and ASPPA events and . Chad has been a subject matter expert in Plan Consultant Magazine and is a co-host of RETIREHOLI(k)S. If asked, Chad would say one of his highlight moments of his career was to be on the cover and center fold of the 401(k)Specialist Magazine.
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Recordings are available one week after the live webcast takes place.