EVOacademy

Archives: Client Stories

Engineering & Construction 401(k)
Engineering & Construction

A national engineering company found flaws in the construction of their 401(k). They brought in EVOadvisers to evaluate their plan and recommend improvements. We found its design was based on a 1990’s insurance platform and had not been upgraded to current best practices. EVOadvisers simplified the design of the plan for ease of administration, lowered costs, introduced a diversified set of efficient, low-cost mutual funds, and optimized the interface for employees, making it a more compelling employee benefit.

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Law Firm 401(k)
Law Firms
A mid-sized law firm needed their 401(k) Plan to reflect their firm’s values. Their old 401(k) was a relic of the past – complicated, expensive, ...
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Tech Firm 401(k)
Tech Companies
A well-established technology company needed a 401(k) to attract new employees and help highly-compensated team members. After years of high growth, they realized their 401(k) ...
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Senior Leadership – Meet Holly
Holly had climbed the corporate ladder and was well rewarded for it. She loved her career, she loved what she had accomplished, but now she ...
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Business Owner – Meet Aaron & Claire
When Aaron and Claire came to us, they were running beyond capacity. Aaron was the founder and CEO of a company that had over 150 ...
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Medical Professional – Meet Amanda
When Amanda came to us over a decade ago, she and her spouse were tired of trying to stay on top of their demanding professions ...
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