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.
- 403(b) Compliance Consulting
- ACA Reporting
- Acquisition & Divestiture Due Diligence
- Benefit Calculation for Pension and Benefit Plans
- Claims Auditor Search
- Compliance Review in Anticipation of DC Plan Merger
- Comprehensive Pension Data Cleanup
- Creating a Consumer-Grade HR Experience with a Cognitive Assistant
- Defined Benefit Plan Administration
- Disability Payment Review
- Employee Recognition Vendor Search
- Error Resolution for Non-Qualified Deferred Compensation Plan
- Financial Education Vendor Search
- Health and Welfare Benefits Administration Implementation Support
- Health Care Claims Vendor Recovery
- Implementation Support for Health & Welfare and Defined Contribution Plans
- Locating Lost Pension Plan Participants
- Open Enrollment Support for Complex Health Plan Structure
- Participant Cleanup/Uncashed Checks
- Pension Administration Process Review
- Pension Plan Termination Strategy
- Public DB Plan Administration
- Qualified Domestic Relations Order (QDRO) Service Center
- Quality Assurance for Defined Benefit Pension Plan Calculation
- 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)
- RFP Support for DB, DC and H&W Administration
- Specialty Call Center Operations
- Strategic Retirement Plan Analysis & Design
- Transactional Process Audit of 401(k) Retirement Plans
- Transition from All-in-One to Best-in-Class Plan Administration