Articles | November 7, 2025

How to Ensure Smooth Implementation of a New Benefits System

By Trevor Newcomb

Transitioning to a new benefits administration software solution is a significant decision.

As your organization prepares to implement your new system, it is crucial to safeguard this major investment by taking steps now to avoid costly mistakes later. Develop comprehensive implementation roadmaps complete with critical-path milestones so that when it’s time to flip the on-switch for the new software, the transition is smooth and the system functions exactly as expected.

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An article published in the Fall 2025 issue of PERSist, the newsletter of the National Conference on Public Employee Retirement Systems (NCPERS), which you can access from this page with their permission, discusses how to ensure your organization’s implementation of its new benefits administration system goes smoothly.

Learn about four best practices

The article covers these proven strategies for a seamless benefits administration system implementation:

  1. Gather all functional requirements.
  2. Clean your data before the system conversion.
  3. Create a detailed testing plan.
  4. Train, train, train!

By following these four strategies, your organization can minimize delays and avoid common pitfalls in implementing a new benefits administration system.

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This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.