Case Study—Simple is Smart
As described by its human resources manager, this service organization employed 250 persons at different locations in three states. "When John came to me and offered his help, I was knee-deep in trying to get my arms around the HR department for three companies we had just merged. I had many other issues to focus on and I was ready to look for any solution that would be 'the easy way out' where the 401(k) is concerned.
"As we all know, easier is often not better and when talking about a group of 250 employees, both considerations must be weighed. John developed options that did not complicate, but actually simplified the picture. He travelled companywide and did enrollment and educational meetings in small and large branches. He even impressed my skeptical partners.
"I value John's vast knowledge and respect his commitment to 'make it happen' even when the going gets rough. He is a great ally and I recommend his services to anyone who needs help with making decisions regarding their 401(k) plan." The company is now better positioned to make key acquisitions and grow its business.
