Growth momentum Strong revenue range and rapid recognition in industry rankings (Inc. 5000, best places to work) indicate a high-growth trajectory. Use this as a lead indicator to engage planners about scalable retirement solutions and expanded plan services for growing organizations.

Diverse offerings Experience across Defined Contribution, Defined Benefit, Nonprofit, ESOP and executive benefits suggests cross-sell opportunities to existing clients and prospects seeking end-to-end retirement and benefits expertise, including fiduciary governance and plan design optimization.

Tech enabled Active use of plan technology discussions and recent conference focus on leveraging technology in plan practices signals openness to digital advisory tools, data analytics, and personalized default investment strategies that can be sold as enhanced service levels.

Strategic partnerships Past collaborations such as launching a PEP with Alerus indicate a willingness to form strategic partnerships, presenting a channel for co-marketing, referral agreements, and integrated retirement plan solutions with large providers.

Market positioning SCALING fast with broad client base (1300+ plans) and leadership recognized by industry press creates a compelling case to target mid-market employers seeking trusted independent consultancies, enabling upsell on bespoke fiduciary and governance services.