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.
Bridging the Field Gap: How On-Site Engagement Re-Energized a $40M Energy Services 401(k) Plan Case Study
See how The Retirement Studio drove 1,200 miles and flew across three states to deliver hands-on, on-site 401(k) education to over 200 field employees across Texas, Louisiana, and New Mexico.
Even Attorneys Need 401(k) Education: Why On-Site Advisory Transforms Professional Practices Case Study
High intellect doesn't prevent financial inertia. Discover why taking 401(k) education directly to a San Antonio law practice solved billable-hour decision fatigue and boosted participation among attorneys and support staff.