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

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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 That’s why one of our recent clients audits revealed that their current 401(k) provider was expensive, outdated, and required far too much manual work from their team.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:

  1. 💰 $11K-$20K in annual savings by switching providers
  2. 🖥️ Upgraded to a paperless, fully online platform for easy employee access
  3. 🔁 Integrated 401(k) with payroll, no more manual uploads or errors
  4. 📬 Automated employee communications for onboarding and participation
  5. ✅ Automatic enrollment and automatic deferral increases, in compliance with SECURE 2.0
  6. 💼 Upgraded, broader institutional investment options—giving employees better opportunities for long-term growth
  7. ⏱️ Reduced administrative hours for finance and HR

The transition not only saved money—it improved the employee experience and significantly reduced administrative headaches.

If your benefits plan still feels like it’s stuck in the early 2000s, it might be time for a change.

Let’s chat.

We’ll help you evaluate your current setup, identify opportunities, and make your benefits work harder for your business.

📅 Book a free 15-minute call BizCoachGurus@gmail.com

📩 Email: BizCoachGurus@gmail.com
📞 Call: 347-693-3399
🌐 Visit: www.BizCoachGurus.com

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