Case Study

Strategic Retirement Plan Analysis & Design


A Fortune 500 telecommunications service provider was interested in evaluating its current 401(k) plan design. It wanted to evaluate such factors as:

  • How do participants perceive the plan?
  • How does the plan compare to offerings at peer companies?
  • Does the plan assist participants in preparing for retirement?
  • Does the plan serve the needs of different employee groups (e.g., new hires, mid-career employees, etc.)?
  • Is there a better way to spend the match dollars being contributed to the plan?