Niche pension focus Target mid-sized Western-region employers seeking tailored pension design solutions rather than boilerplate plans, presenting O’Connell as a specialized design consultant rather than a full-service broker.

Full-service design approach Emphasize consultative design from scratch or clean-slate redesigns to align plan types with company culture, workforce demographics, and competitive positioning, creating upsell opportunities for ongoing plan optimization.

Regional footprint Capitalize on Pacific Northwest presence and Western-state client base to win more local and nearby cross-market engagements, leveraging geographic credibility and ease of on-site collaboration.

Tech-enabled operations Highlight modernized administration capabilities using a tech stack (JSON-LD, PHP, jQuery, etc.) to support scalable, transparent plan administration and reporting for prospective clients.

Growth-ready profile Position as a lean, high-value partner with revenue in the tens of millions and a small, focused team for personalized service, targeting similar mid-tier firms and benchmarking against peers in the same revenue band.