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.
Actuarial services are the talk of the town
Our innovative ‘opt-out’ pension plan design gave this town a solution to talk about.
New ways to save money during union negotiations
To help this municipal client reduce employee benefit costs, we built an innovate testing solution that proved significant savings over a 20-year period.
Strategic 403(b) solutions optimize plan savings
Discover how a modernized investment strategy motivated employees to join the plan or increase savings, and achieved significant saving for both the client and plan participants.
Not-for-profit school & foundation
From benchmarking studies to streamlined plans, our retirement and investment services score an A+
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
Retirement education to forge ahead
This metal manufacturer is giving employees a better understanding of their retirement plan.