Helping Organizations Adapt to Growth

Over 10 years ago, a small local manufacturing company engaged our firm to help manage their small retirement plan. At the time, the plan had 50 employees…

Staff Education Can Save the Day

Committees are not always the ones who add value to a retirement plan. While committees well-educated in the fundamentals of fiduciary responsibility…

Considering Retirement Plan Support During an M&A

An insurance brokerage firm had just received an infusion of private capital and was about to embark on three to four years of rapid growth by acquisition…

The Value of Error Correction and IRS Audit Support

After discovering that their platform had failed to auto-enroll almost 150 participants over a period of 18 months, the plan’s sponsor contacted the platform for assistance…