Plan Sponsor

Role: Design Lead, Product Design

Duration: ~8 weeks


The Plan Sponsor tool is what administrators use to manage retirement plans (could be an internal person at larger companies or outsourced at smaller ones). The tool is an integral part of the offering to plan sponsors, and Transamerica was losing business because current one was outdated The agency given the work had taken ~8 months, and close to $2M (with a team of 9 people) and weren’t delivering with any sense of urgency. The decision was made to bring the project in house and Transamerica needed a design lead…