A rapidly growing regional bank was concerned about the impact of market volatility on its defined benefit plan, and potential rising costs. They were looking for guidance on how to close an existing DB plan while leveraging their DC plan to continue offering competitive benefits in a cost-effective manner. They were hoping to improve participation in the plan so that their employees could enjoy a level of retirement readiness. And they wanted to enhance their benefits as they grew and significantly increased staffing.

A growing community bank had outgrown its SIMPLE plan, which limited annual deferrals and lacked flexibility to meet the distinct needs of base-level employees, key personnel and owners. An overhaul was needed to continue offering a competitive, cost-efficient and tax advantaged plan that could meet the needs of all employees.

Northwell Health
Great Neck, NY
Diana Witkowski-Grubard | Director of Human Resources
A client of Council members Transamerica, and Morgan Stanley

RLI Corp.
Peoria, IL
Amy Braet PHR, SHRM-CP, CCP, CBP | AVP Compensation and Benefits
A client of Council member Principal Financial Group

Wiley|Wilson
Lynchburg, VA
Connie Burnette PHR, SHRM‐CP  | VP Department Manager, HR
A client of Council members John Hancock and AFS Retirement Services (Alexander G. Assaley, III, AIF®)

Daikin
Decatur, AL
Donna Cruz | Benefits Manager
A client of John Hancock

GuideOne Mutual
West Des Moines, IA
Elisabeth Sandersfeld |Chief Financial Officer
A client of Principal Financial Group and Morgan Stanley and Graystone Consulting – Houston (Lisa Gibson, Tommy Ford, Victoria Smith)

North American Stainless
Ghent, KY
Todd Mitchell | VP Administration and Procurement
A client of John Hancock and The Rinehart / Cicilly group of UBS

NASCO
Atlanta, GA
Barbara Bell-Dees SHRM-CP, PHR | Vice President Human Resources & People Services
A client of Plan Sponsor Consultants (Mike Kane)

Vermeer Corporation
Pella, IA
Cheri Klyn | Director, Shared Services