Case Studies

Case Study: TOO GOOD TO BE TRUE?

Large CPA Firm.  Plan was on a well-known insurance based platform. Over $14 million in plan assets with 235 participants. read more

Case Study: STARTING OFF RIGHT

Start-up securities firm with multiple locations in the U.S. 35 employees, no assets. read more

Case Study: A CHARTER SCHOOL “GETS WITH THE PLAN”

New York Charter School with 45 employees. read more