Niche Focus Target 401k plan sponsors in Virginia and neighboring states by positioning Arsenal as the fiduciary investment advisor focused on plan design, investment due diligence, and participant experience.

Low Revenue, High Margin Upsell With revenue under one million, there is room to introduce premium services such as enhanced participant education, fee benchmarking, and institutional-grade investment options to boost average revenue per plan.

Tech Enabled Service Leverage the current technology stack and white glove service model to differentiate through streamlined administrative support, transparent fee structures, and cutting-edge plan design analytics.

Compliance and Education Emphasize ERISA compliance, vendor and fee benchmarking, and employee communications to win clients needing robust oversight and risk management for small to mid-sized plans.

Strategic Partnerships Develop alliances with small CPA firms, bookkeeping groups, and regional wealth advisors to source qualified retirement plan clients seeking fiduciary investment expertise and participant services.