Manufacturing VP
Steven T.
Ryan was growing.
But growth creates problems — specifically, the kind of leaders he needed to hire next weren’t going to work for just a paycheck.
He had some advisors. He had a basic 401(k) plan. He had health insurance.
What he didn’t have was a complete picture. No 10-year plan that accounted for both his personal wealth and the company’s trajectory. No sustainable system he could build once and let grow.
“Partner,” not another vendor
To Ryan, a partner wasn’t someone who showed up for annual enrollment and disappeared. A partner was an extension of his team. Someone he could bring into leadership meetings to discuss not just what they were doing for him, but the health of his business, the business community, the economy.
He met HFM through the local Chamber of Commerce.
HFM started by listening to Ryan’s vision
Where the company would be in 5, 10, 15 years. How many people he’d employ. What divisions he’d need. What benefits would attract and keep the leaders he was looking for.
They uncovered everything Ryan needed to do, then built a sustainable program he wouldn’t have to rethink every few years. Once he started building it, it would keep growing with the company.
What changed
Today, new hires are automatically enrolled in the 401(k). HFM comes in annually to speak with Ryan’s entire team—not just to review enrollment numbers, but to educate on the economy, savings strategies, diversification. They make themselves available as a resource for employees buying houses, having babies, making life changes.
Ryan brings HFM in as one of his keynote speakers at his annual company meeting, without fail.
