We are proud to have helped some of the world's best-known companies solve a broad variety of benefits-related challenges with our unique combination of sound strategic guidance, creative problem-solving and "rubber meets the road" execution. These case studies offer a sampling of the many projects we have tackled over the years.
- ACA Reporting Across Three Data Sources After a Mid-Year Administrator Change
- Benefits Due Diligence for Corporate Acquisitions and Divestitures
- Bringing a 36-Campus State University System into 403(b) Compliance
- Error Resolution for Non-Qualified Deferred Compensation Plan
- Filing SEC Form 11-K After Consolidating Three 401(K) Plans
- Financial Education Vendor Search
- Fixing 401(k) Compliance Issues Before a Post-Acquisition Plan Merger
- Fixing Pension Data Errors in a Defined Benefit Plan
- Health and Welfare Benefits Administration Implementation Support
- Health Care Claims Vendor Recovery
- Identifying $40 Million in Disability Payment Errors for 1,000 Employees
- Implementation Support for Health & Welfare and Defined Contribution Plans
- Improving Defined Benefit Administration for a Frozen Plan
- Independent 401(K) Operations Review for a Transportation Company
- Locating Lost Pension Plan Participants
- Modernizing an Employee Recognition Program Through Vendor Search
- Open Enrollment Support for Complex Health Plan Structure
- Participant Cleanup/Uncashed Checks
- Participant Re-Engagement & RMD Readiness in a Complex, Multi-Plan Environment
- Pension Administration Process Review
- Pension and Benefit Calculation Review for an Auto Manufacturer
- Pension Plan Termination Strategy
- Public DB Plan Administration
- Qualified Domestic Relations Order (QDRO) Service Center
- Quality Assurance for Defined Benefit Pension Plan Calculation
- Recognition Vendor Search & Implementation Support
- Recordkeeper Oversight for Complex Portfolio of DB and DC Plans
- Repairing DC Plan Administration Performance Issues
- Resolution of Pension and 401(k) Plan Errors Under IRS Self-Correction Program
- Retiree Exchange Search (Pre- and Post-65)
- Retirement Plan Risk Assessment Before a Corporate Acquisition
- RFP Support for DB, DC and H&W Administration
- Selecting a Claims Auditor at a 99.5% Confidence Level
- Selecting an AI Cognitive Assistant for a Consumer-Grade HR Experience
- Specialty Call Center Operations
- Strategic Retirement Plan Analysis & Design
- Strengthening ERISA Governance and Fiduciary Oversight for a Utility
- Tracking Down Missing DC Plan Participants in a High-Turnover Industry
- Transactional Process Audit of 401(k) Retirement Plans
- Transition From All-in-One to Best-in-Class Plan Administration
- Transitioning Leave Administration from In-House to Outsourced