Acquisition Growth Rael & Letson recently expanded through the acquisition of Aukema & Associates, signaling an opportunity to engage with the combined client base and cross-sell retirement, health, and communications consulting services.

Scale Ambitions With 51-200 employees and revenue in the 100M-250M range, Rael & Letson represents a mid-market firm poised for enhanced benefits programs, presenting a chance to offer advanced plan design, actuarial analytics, and cost containment partnerships.

Multi-Plan Focus Expertise across retirement, health, pharmacy benefits management, and retiree health positions the firm for bundled consulting solutions—ideal for selling integrated benefits strategy, vendor coordination, and adopter-ready communications programs.

Engagement & Communications Strong emphasis on participant engagement and communications suggests opportunities to propose enhanced member education, digital adoption tools, and targeted messaging to improve plan utilization and outcomes.

Tech-Driven Analytics Existing tech stack including Microsoft 365, SharePoint, and analytics-oriented services enables selling data analytics improvements, secure collaboration, and scalable reporting capabilities to optimize benefits programs.