CASE STUDIESReal Plans, Real Decisions, Real Outcomes
Numbers on a page don't mean much until you see what they actually solve. These are real examples of how we've helped clients turn scattered finances into a clear plan, with names and identifying details changed to protect privacy.
Identifying $1.375M in Missed Participant Revenue: A 401(k) Forensic Benchmarking Case Study
An $18M Texas 401(k) plan sitting on autopilot generated $1.375M in missed participant returns due to Stable Value drift and retail fees. See how a forensic benchmarking review transformed plan oversight.
AMD Employee Benefits Guide: Mega Backdoor Roth, ESPP & Equity Optimization
AMD’s benefit plan has features most employees never turn on and defaults that quietly cost money. Discover how to unlock up to $36,250 in after-tax 401(k) contributions, optimize your 15% ESPP lookback, and eliminate RSU tax under-withholding traps.