Scale and Growth HS&BA has rapidly scaled from 60 to approximately 160 employees in the last year, signaling growing demand for specialized Taft-Hartley fund administration and readiness for larger client portfolios. This presents an opportunity to discuss enterprise-level outsourcing, multi-fund administration, and enhanced service levels for larger trustees.

Specialized Expertise Position HS&BA as a lead provider for Taft-Hartley plans across Health and Welfare, Defined Benefit and Defined Contribution funds, along with related services like COBRA, Flexible Spending Accounts, and Managed Care. This depth can be leveraged to cross-sell integrated fund administration packages to trustees seeking end-to-end solutions.

Technology Enablement Highlight current tech stack including Calendly, MySQL, Smartsheet and Box as enablers of streamlined administration and collaboration. Propose modern workflow optimizations, data security enhancements, and client self-service capabilities to reduce manual effort and improve reporting for plan professionals.

Financial Scale With revenue in the range of $100M-$250M and a focus on long-standing relationships rather than size alone, there is an opening to discuss scalable pricing models, performance-based SLAs, and expansion into additional plan types or geographic markets to support growing fund needs.

Relationship Focus Emphasize HS&BA’s commitment to durable, long-term administrative relationships with trustees and plan professionals. This positions cross-selling opportunities around advisory services, plan design improvements, and enhanced participant communications to deepen client retention and increase wallet share.