Case study: Service is in the eye of the beholder By Dominick Pizzano | 28 February 2017 The challenge A mid-size telecommunications company in the Northeast was not satisfied with the level of services currently being provided by the firm handling the investments and administration of its 401(k) plan. In addition, the organization was displeased with their plan’s lengthy list of investment funds which had proven to be overwhelming to and underused by participants. While the existing provider offered an impressive array of glossy brochures and state-of the-art automated systems, at the end of the day all of these “bells and whistles” produced a hollow sound with the client because they were not accompanied by concerted consulting support. Milliman, serving the company in a consulting only

Join for free to read