A: A successful third-party administrator (TPA) conversion involves much more than transferring data from one system to another. Participant records, eligibility information, service histories, beneficiary designations, payroll feeds, and other critical data elements all need to be mapped, validated, tested, and reconciled before the new administrator goes live.
The greatest risks often aren’t missing files but subtle data issues that surface months later. An incorrect service date, a missing beneficiary designation, or a payroll feed that doesn’t behave as expected can create administrative headaches long after the conversion appears complete. That’s why experienced implementation teams spend as much time validating and testing data as they do.
SBA helps plan sponsors manage conversions through data validation, testing, issue resolution, and overall project oversight. By identifying risks early and verifying that information is transferred accurately, we help organizations avoid surprises and position new vendors for a successful launch.