Where retirement expertise meets technology.
Helping TPAs and retirement organizations improve systems, implementations, data conversions, operations, reporting, automation, and technology strategy.
Services
Practical technology solutions grounded in how retirement operations actually work.
Technology & Operations
Technology assessments, process improvement, requirements, workflow design, and operational strategy.
Software Implementation
Implementation and optimization of retirement-industry platforms, including ftwilliam, PensionPro, and related systems.
Data Conversion
Extraction, mapping, transformation, validation, reconciliation, and data-quality review for complex conversions.
Reporting & Analytics
Useful reporting, database querying, dashboards, and analytics designed around real operational questions.
Integration & Automation
Connecting APIs, databases, XML, files, and workflows to reduce repetitive work and improve consistency.
AI & Emerging Technology
Practical applications of AI for research, analysis, documentation, data review, and retirement operations.
Technology & Platforms
Retirement technology, data, and development experience across the systems that support modern TPA operations.
Retirement Administration & Compliance
ftwilliam · PensionPal · retirement administration and compliance platforms.
Workflow & Practice Management
PensionPro · Stax.ai · retirement-industry CRM, workflow, and project management systems.
Data & Databases
SQL Server · SQLite · data migration · database conversion · reconciliation · data quality.
Integration & Automation
REST APIs · XML APIs · system integrations · data mapping · reporting automation · custom utilities.
Document & Information Management
Document management platforms · document conversion and migration · data and document reconciliation.
Custom Technology & Development
Python · SQL · APIs · XML · custom database connectors · conversion utilities · data-quality and reporting tools.
Technology is most useful when it works with the operation. Experience across administration, compliance, implementation, data conversion, databases, workflow, reporting, and automation connects the technology to the business processes it supports.
40 years across retirement operations and technology.
A career spanning retirement plan administration, technology leadership, software implementation, business requirements, databases, data conversion, operations, and business process improvement.
That cross-functional perspective connects the technology to the people, processes, data, and compliance requirements behind a TPA operation.
Resources
A growing retirement-technology knowledge base.
About
Technology is most useful when it solves the right operational problem.
ktkconsultant works with third-party administrators and retirement-industry organizations to evaluate technology environments, improve operational processes, implement systems, manage conversions, improve data quality, and get greater value from technology investments.
The focus is straightforward: understand the business problem, understand the data, and build solutions that make the work cleaner, simpler, and more reliable.
Have a retirement technology problem to solve?
Let's talk about your implementation, conversion, data, reporting, automation, or technology initiative.