Case Study
Example Case Study
Company:
Coca Cola Company
Service:
401(K)Consulting
Whitney & Company partnered with a mid-market technology firm to strengthen its 401(k) program—improving employee outcomes while reducing plan complexity and cost. By redesigning the plan’s structure, investment lineup, and communication strategy, the client achieved higher participation and better deferral behavior without increasing employer spend.
Michael Do.
Mid-Market Technology Company
“Whitney & Company helped us turn our 401(k) plan into a true employee benefit rather than an administrative burden. Participation increased, fees went down, and—most importantly—our employees are far more confident in their retirement decisions.”
Challange
The client was facing declining growth in its core markets despite strong brand recognition and a broad product portfolio. Fragmented strategic priorities, overlapping initiatives, and limited visibility into true profit drivers were preventing effective decision-making at the executive level.
Our Approach
Whitney & Company conducted a comprehensive strategic review across markets, product lines, and customer segments. Our work included: Identifying the most profitable growth opportunities through advanced portfolio analysis Clarifying strategic priorities and defining clear choices across the organization Aligning leadership teams around a focused growth agenda Translating strategy into an actionable roadmap with measurable KPIs
Outcome
Within 18 months, the client achieved: +12% revenue growth in priority markets Improved margin performance driven by portfolio optimization Clear executive alignment on strategic direction and investment priorities A repeatable strategic planning framework adopted across regions
