Rachel Sutherland Communications closes the retirement gap with WealthRabbit
“We didn’t offer retirement planning—it felt complicated and impersonal. WealthRabbit changed everything.”
- Rachel Sutherland, CEO
The challenge
Rachel Sutherland Communications—a PR and marketing firm based in Camp North End (NoDa), Charlotte, NC—aims to “turn the volume up” for their clients through standout media outreach and social content. But when it came to offering retirement benefits, they hit a wall. The options felt overwhelming, expensive, and too complex for a small team.
WealthRabbit’s solution
WealthRabbit helped Rachel Sutherland Communications launch a modern, easy-to-manage
retirement plan that their entire team embraced.
Quick start
They transitioned from zero retirement benefits to a fully digital plan—no paperwork delays.
Effortless onboarding
Every employee enrolled with ease. Seamless payroll integration and a guided setup process meant questions were answered quickly and accurately.
Hands-off management
With automated contributions and an intuitive dashboard, Rachel and Patrick could stay focused on growing the business, knowing their team’s financial future was taken care of.
The full story
Rachel and Patrick Sutherland, the founders of Rachel Sutherland Communications, knew they needed to offer more for their growing team—but like many small businesses, retirement planning felt out of reach. “We did not offer health insurance or retirement planning before at all,” Rachel shared. That changed when they were introduced to WealthRabbit, a platform that made the entire process feel “a lot more personal than traditional investment planning.”
As former journalists with limited time for financial deep-dives, they found WealthRabbit refreshingly accessible. “It seems ridiculous to say it’s really easy, but it actually is,” said Rachel. “For someone who is absolutely not a numbers person, it makes it very, very easy to understand.” From onboarding to payroll integration, the setup was seamless.
The results were immediate: almost 100% team participation and a sense of financial empowerment among even their youngest employees. “If you're not financially literate, the space can seem intimidating,” Patrick added, “and this was not at all.”
Their advice to other small businesses? “I would absolutely recommend WealthRabbit.”
– Rachel Sutherland Communications
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