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.
- 18-Month H&W and DC Plan Implementation for a 300,000-Employee Employer
- 401(k) Compliance Audit After Integrating 1,100 Acquired Employees
- 401(k) Plan Nondiscrimination Testing Strategy After an Acquisition
- ACA Reporting Across Three Data Sources After a Mid-Year Administrator Change
- Auditing Pension Benefit Calculations Across Hard-Copy Participant Files
- Benefits Due Diligence for Corporate Acquisitions and Divestitures
- Bringing a 36-Campus State University System into 403(b) Compliance
- Building a Dedicated QDRO Service Center to Fix Processing Failures
- Correcting a Multi-Year Employer Match Error in a Deferred Compensation Plan
- Developing a Termination Strategy for Three Defined Benefit Plans
- Employee Recognition Vendor Search and Implementation Support
- Filing SEC Form 11-K After Consolidating Three 401(k) Plans
- Finding a Financial Education Vendor When Employee Utilization Was Below 5%
- Fixing 401(k) Compliance Issues Before a Post-Acquisition Plan Merger
- Fixing Pension Data Errors in a Defined Benefit Plan
- Fixing Service Date Errors for a Complex Union Workforce
- Identifying $40 Million in Disability Payment Errors for 1,000 Employees
- Implementation Support for a Health and Welfare Administration Transition
- Improving Defined Benefit Administration for a Frozen Plan
- Independent 401(k) Operations Review for a Transportation Company
- Independent Pension Administration Process Review for a Major Airline
- Locating 300+ Lost Pension Participants and Eliminating RMD Violations
- Managing Open Enrollment for 60,000 Employees Across 36 Union Groups
- Modernizing an Employee Recognition Program Through Vendor Search
- Pension and Benefit Calculation Review for an Auto Manufacturer
- Recordkeeper Oversight for Complex Portfolio of DB and DC Plans
- Recovering a Failing Health Care Claims Vendor Relationship
- Recovering Uncashed Benefit Checks Across International Boundaries
- Redesigning Leave Administration for a Post-Merger Workforce
- Reducing Retirement-Age Participant Backlogs and RMD Exposure
- Repairing DC Plan Administration Performance Issues
- Replacing a Failing Pension Administrator for a Public Transit System
- Replacing an All-in-One Administrator with Best-in-Class Benefit Vendors
- Resolution of Pension and 401(k) Plan Errors Under IRS Self-Correction Program
- Resolving Uncashed Checks to Complete a Frozen Pension Plan Termination
- 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
- Transitioning Leave Administration from In-House to Outsourced