Advisor: Zachary Weinberger

Problem: A global diversified manufacturing company had nearly 20 US domestic retirement plans due to years of acquisitive growth. This was many more than necessary.
Solution: One of our advisors led a project to consolidate plans and was able to reduce the number of separate plans to only 3.
Outcome: The resulting benefits included administrative simplification, reduced costs and identification and improved management of all retirement liabilities.
Industry: Manufacturing