Case Studies

Advocacy Services, Case Studies, Labor Union
June 11, 2025

Personalizing Healthcare Navigation and Advocacy

Summary Helping a Retiree Navigate a $2,000 Medication Grant Application Challenge Healthcare today is fractured, overwhelming,...
Case Studies, Public Sector
April 7, 2025

Transitioning from CalPERS to Savings & Long-Term Sustainability

Challenge The California Public Employees’ Retirement System (CalPERS) is an agency that manages the largest public...
retiree first new england electrical workers case study
Advocacy Services, Case Studies
October 28, 2024

How RetireeFirst’s Unique Service Model Supports Retirees

Challenge Donald, a retired electrical lineman and member of a New England labor union, faced a serious health crisis when...
retiree first and Bolton partnership webinar banner
Case Studies, Consultants and Brokers, Public Sector
September 21, 2023

The Successful Partnership Between Bolton Health & RetireeFirst in Enhancing Retiree Healthcare

Download Case Study     ➜ Challenge For consultants like Mark Lynne from Bolton Health, finding a partner...
retiree first case study personalizing plans and care
Case Studies, Public Sector
August 8, 2023

Partnering with a Large County Government Group to Revamp Retiree Healthcare

Download Case Study     ➜ Challenge Supporting nearly 16,000 retirees and counting, a Large Northeast County...
retiree first case study presentation screen
Case Studies, Labor Union
June 2, 2023

Teamsters Local 671: A Partnership for Cost-Effective Solutions

Challenge RetireeFirst, the leader in Retiree Benefit Management solutions, partnered with Teamsters Local 671 Health Services...
retiree first case study presentation screen
Case Studies, Labor Union
June 2, 2023

Plumbers and Pipefitters Local 9: Successfully Transitioning to a Fully-Insured Medicare Part D Drug Plan

Challenge RetireeFirst, the leader in Retiree Benefit Management solutions, partnered with Plumbers and Pipefitters Local...
retiree first case study presentation screen
Case Studies, Public Sector
June 2, 2023

Higher Education: Partnering with a Leading University to Improve Experience & Outcomes

Challenge Supporting nearly 300 retirees, the University offers one of higher education’s most comprehensive retiree benefits...
retiree first case study presentation screen
Case Studies, Consultants and Brokers, Labor Union
June 2, 2023

Chicago Police & Firefighters: RetireeFirst and Source 1 Benefits Retiree Healthcare Coverage Solution

Challenge In 2017, the City of Chicago eliminated all retiree healthcare coverage. The Chicago Fire Fighters Union –...
City of Grapevine: A Seamless Retiree Medicare Implementation
Case Studies, Public Sector
June 2, 2023

City of Grapevine: A Seamless Retiree Medicare Implementation

Download Case Study     ➜ Challenge Administering retiree healthcare benefits is an extremely time-intensive,...

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