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Case Studies

Please see the following case studies for examples of how we feel we add value in our client relationships.

 

Client A Case Study

An example of our RFP, investment analysis, plan design, benchmarking and employee education work for both defined contribution and defined benefit plans.

 

Client B Case Study

An example of our RFP, vendor negotiation, administrative streamlining and employee education work for both defined contribution and defined benefit plans.

 

Client C Case Study

Another example of our RFP, investment analysis (including retirement income products), vendor negotiation, and employee education efforts.

 

Client D Case Study

An example of our RFP, investment analysis (with emphasis on stable value analysis), vendor negotiation, administrative streamlining and ongoing committee training (including fiduciary training).

 
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