Retirement Expertise Small to mid-size client focus with extensive retirement plan consulting experience, presenting an opportunity to expand into additional organizations within the Intermountain Region and nationally that seek proven plan optimization and participant outcomes.

High Retention Strong client loyalty and satisfaction indicate trust in advisory services; a sales angle could emphasize expanding services to existing clients such as plan design enhancements, fiduciary support, and ongoing education programs.

Participant Scale Current reach includes over 30,000 participants across more than 100 companies; potential upsell into larger plans, automatic features, and individualized participant communications for improved engagement and outcomes.

Tech Enablement Utilizes mainstream web and analytics tools, suggesting opportunities to offer data-driven service enhancements, digital retirement education platforms, and integrated reporting to streamline sponsor governance.

Strategic Partnerships Securities via LPL Financial with independent RIA structure; potential to propose joint offerings, fee-based advisory bundles, or expanded product access for sponsors seeking diversified retirement solutions.