Success Stories (a.k.a. Case Studies)
Read the Case Studies to learn more about success stories from our Membership.
Small Business 401(k): Smart Plan Design and Personal Communications Help Turn Around Plan on the Verge of Termination
Prevailing Wage Contractor: Plan Participation Rises from 21% to 92% While Assets Grow From $350,000 to $3.6 Million
Respected Dental College: Plan Support Enhances Participant Engagement And Employee Contribution Level
Local Community Bank: Customization And Plan Design Options Benefits Key Executives And All Employees
Higher Education Institution: University Plan to the Head of the Class
Physicians’ Group: Retirement Plan Receives Makeover
Growing Regional Bank: Smart Plan Design & Holistic View Guide Positive Change
Midwest Hospital: Consolidated, ERISAfied Plan An Enormous Success
Quantitative research has shown partnering with a professional retirement plan advisor helps retirement plan sponsors achieve better results in several ways: Better plan design and plan arrays, increased confidence in plan compliance and investment options, superior understanding of fiduciary issues, better overall asset allocation among plan participants, improved participant retirement outcomes.
• Streamlining and consolidating plan providers
• Establishing a governance protocol
• Becoming ERISA-compliant
• Implementing a Qualified Default Investment Alternative (QDIA), and
• Increasing plan participation from 35% to 88% of all eligible employees
This healthcare organization is now able to leverage a retirement benefits package employees appreciate to compete for medical field talent in the labor market.