Fiduciary value Opportunity to position expanded fiduciary services to mid-market employers seeking compliant oversight, fee transparency, and robust investment monitoring as they grow or face regulatory scrutiny.

Education engagement Leverage their emphasis on employee education to offer scalable engagement programs and digital learning platforms that boost retirement participation and improve plan metrics.

Low-cost differentiation Highlight cost-effective retirement consulting as a differentiator for smaller employers who need professional guidance without high advisory fees; potential for bundled services.

Digital modernization Propose enhancements or integrations around their WordPress and form tools to streamline client onboarding, plan design requests, and ongoing communications with employers.

Growth readiness Position strategic growth services for firms near the upper end of their 2-10 employee range or in adjacent markets, offering scalable solutions that align with their revenue band.