In a competitive talent marketplace company wanted to remain competitive by offering a more substantial benefits package. The 401(k) recordkeeper needed to be scalable and automated.
This case study is hypothetical and for discussion purposes only. It is not intended to represent any specific return, yield, or investment. Individual experiences reference above may not reflect the future experience of any client. The planning process discussed may not be appropriate for your personal situation, even if it is similar to the example presented. Past performance is no guarantee of future results. Investing involves risk including the possible loss of principal.
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