Operational excellence improvement
Case study details

Manufacturing firm retirement rollout

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Key results from the engagement

94%
Employee plan enrollment
+3.5pts
Employer match increase
16 month
Full engagement length
Client
Solera Precision Manufacturing

Where it started

Alderbrook's manufacturing workforce was approaching a major retirement wave, with experienced employees carrying critical operational knowledge across production, maintenance, and quality functions. The company had no consistent succession process, creating concerns around knowledge loss and workforce continuity.

Leadership initially viewed the challenge as a hiring issue. We saw it as a broader workforce planning opportunity — and the data confirmed the need for a structured transition.

What we did

We began with a workforce and retirement-readiness assessment — mapping retirement timelines, critical roles, skill dependencies, and succession gaps across the organization. This created a clear view of where knowledge-transfer and replacement planning were most urgent.

In parallel, we developed a phased retirement rollout covering succession planning, cross-training, knowledge transfer, and targeted hiring. The program gave managers a structured transition plan while helping preserve critical expertise across the manufacturing operation.

“Nobody on the floor had ever had someone explain the plan to them in plain terms. Once they understood it, they signed up.”
Manufacturing firm retirement rollout

What changed

The retirement rollout preserved critical production knowledge across three facilities, with structured succession plans established for 42 key roles. Combined with phased knowledge transfer, training readiness improved from 64% to 91% over the engagement.

A continuity cushion no one expected to build so quickly

The retirement program established succession coverage across critical roles, with knowledge-transfer plans completed ahead of scheduled departures. Combined with targeted training and mentoring, workforce readiness moved from 64% to 91% by the close of the engagement.

Services
Retirement plan design
Fee benchmarking
Employee education
Plan administration
Activity log
M01 :
Plan audit completed
M02 :
Fund lineup restructured
M03 :
Auto-enrollment rolled out
M04 :
Plant-floor education sessions
M05 :
Case closed

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