How One Smart 401(k) Switch Saved Our Client $11-$20K and Countless Hours

How One Smart 401(k) Switch Saved Our Client $11K -$20K and Countless Hours Here's our client success story. In today’s competitive market, every dollar—and every hour—counts. That’s why one of our recent clients audits revealed that their current 401(k) provider was expensive, outdated, and required far too much manual work from their team. After a full plan review, we provided a better solution. The results: 💰 $11K-$20K in annual savings by switching providers 🖥️ Upgraded to a paperless, fully online platform for easy employee access 🔁 Integrated 401(k) with payroll , no more manual uploads or errors 📬 Automated employee communications for onboarding and participation ✅ Automatic enrollment and automatic deferral increases , in compliance with SECURE 2.0 💼 Upgraded, broader institutional investment options —giving employees better opportunities for long-term growth ⏱️ Reduced administrative hours for finance and HR The t...