Case Studies

Lowering municipal pension costs through cash balance plan design

Learn how we helped one CT town with this innovative alternative that would curb rising pension costs.

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Plan consolidation to get fueled up over

Learn how creating a modern plan structure for this convenience store and fuel retailer led to a more manageable plan and clearer understanding of its features for employees

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Retirement education to forge ahead

This metal manufacturer is giving employees a better understanding of their retirement plan.

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Actuarial services are the talk of the town

Our innovative ‘opt-out’ pension plan design gave this town a solution to talk about.

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Not-for-profit school & foundation

From benchmarking studies to streamlined plans, our retirement and investment services score an A+

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