401(k) Specialist Issue 2 - 2023 - 24

PROFILES IN
PARTICIPANT
OUTCOMES
F
or our latest installment of our Profiles in Participant Outcomes series, we feature
two case studies who have gone beyond to ensure their employees are not just prepared
for retirement, but feel financially secured in their future.
Our first case study spotlights IMT Insurance, who continues to enhance its benefit
offerings and financial wellness program year-over-year for its employees, despite already
achieving high remarks on its retirement plan, showing that it's possible for plans to continue
evolving based on their employee needs.
We then move on to a formerly neglected 401(k) plan from a Detroit-based nonprofit
that specializes in treatment services for disenfranchised individuals. While the plan had
several spoiled interactions with financial firms before, they began to build trust with an
advisor who doesn't meet their employees with jargonized retirement language, but an
empathetic attitude for their wellness.
Know of a plan where you or an advisor you know has made a big difference in this way?
We're always welcoming submissions to be considered, both online and in 401(k) Specialist
magazine. To be considered, please email submissions to 401(k) Specialist Editor-in-Chief
Brian Anderson at banderson@401kspecialist.com.
Marsha Aldridge
IMT Insurance
Dana Lee
IMT Insurance
Brent Bruggink
CG Financial
24
ISSUE 2 2023 | 401kSpecialist.com
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401(k) Specialist Issue 2 - 2023

Table of Contents for the Digital Edition of 401(k) Specialist Issue 2 - 2023

Table of Contents
401(k) Specialist Issue 2 - 2023 - C1
401(k) Specialist Issue 2 - 2023 - C2
401(k) Specialist Issue 2 - 2023 - IFC
401(k) Specialist Issue 2 - 2023 - IFC 2
401(k) Specialist Issue 2 - 2023 - 2
401(k) Specialist Issue 2 - 2023 - 3
401(k) Specialist Issue 2 - 2023 - 4
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401(k) Specialist Issue 2 - 2023 - IBC
401(k) Specialist Issue 2 - 2023 - BC
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