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CASE STUDIES

TOO GOOD TO BE TRUE?

Large CPA Firm. The firm’s retirement plan was on a well-known insurance company’s platform. The plan had more than $14 million in assets and 235 participants. [Read More]

STARTING OFF RIGHT

Start-up securities firm with multiple locations in the U.S. 35 employees, no retirement plan assets. [Read More]

A CHARTER SCHOOL “GETS WITH THE PLAN”

New York Charter School with 45 employees. [Read More]

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