When trustees undertake a market review for a new administrator, the focus often turns quickly to comparing providers.
But one of the most valuable steps can happen before the process even begins.
Reflecting on legal documentation, benefit structure, data quality and administration practice can shape the success of any market review.
This theme sits at the heart of Part 2 of PASA’s Trustee–Administrator Lifecycle Series, exploring the considerations trustees may wish to address before going to market.
