October 21, 2020
Strategic Solutions - Overview

Our Retirement Services Benchmark Series of reports identify and measure financial "best practices." Our clients use our industry information to generate ideas and initiatives to improve their financial performance.

Our Consulting Solutions leverage the unique, proprietary data contained in our benchmark studies. Extensive market knowledge and process discipline is brought to each engagement and allows us to proactively identify and formulate appropriate, high value, strategic solutions for business growth and profitability issues.

Our M&A practice is centered on helping clients deploy assets to improve bottom line profits, through informed purchases, strategic alliances, joint ventures, "outsourcing," or outright sales of business units. Our clients have benefited as “consolidators” of the U.S. Retirement marketplace as more than 70% of the last ten years of transactions in Defined Contribution Services (measured by dollars of assets) have taken place among our current clients.

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