Case Studies

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Fee Disclosure

Negotiating Fee Reductions

The client was aware of fee disclosure regulations regarding the reasonableness of provider fees and knew they should work to lower their plan’s fees. The organization didn’t know where to start but knew they needed help better understanding their current fees and the negotiation process…

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Reducing Risk in your Retirement Plan

View our educational whitepaper that identifies core risks faced by plan sponsors, and provides suggestions for addressing each type of risk.

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