Niche retirement services Target Altigro Pension Services as a specialized admin, record keeping, and consulting provider for qualified retirement plans; pitch tailored solutions that streamline compliance, reporting, and plan administration for mid-sized sponsors.

Education offerings Leverage their state approved 401(k) continuing education courses for insurance brokers and accountants to propose partner training programs, co-branded content, or LMS integrations that expand channel reach and client education capabilities.

Small team agility With a lean workforce, present scalable, cost-effective tech and outsourcing options to reduce overhead, improve service levels, and support faster onboarding for new sponsors or plan migrations.

Growth potential Revenue range indicates substantial room for upsell in plan administration, data analytics, and consulting; propose modular solutions that expand from core admin to enhanced reporting, fiduciary guidance, and regulatory updates.

Security and tech Highlight data protection, compliance tooling, and cloud-based hosting benefits; align with their tech stack and offer integrations or enhancements (billing, record keeping, or client portals) to elevate security and efficiency.