Stonebridge Financial Group Has Been Admitted into the Retirement Advisor Council!

Stonebridge Financial Group is excited to announce that our very own Brad Pinter is now a member of the Retirement Advisor Council. Our firm’s goal is to help clients build and manage highly effective and successful retirement plans. We believe that Brad’s nomination, and now admittance, to this elite group of advisors furthers our goal!

A Prestigious Honor

The Retirement Advisor Council is a group of top plan advisors, service providers, and investment managers who band together to achieve the best possible outcomes for the retirement plans and clients they serve. Membership is based on experience, dedication, and contribution to industry thought leadership. We couldn’t be more proud of Brad and are excited for what this means for Stonebridge Financial Group and our clients.

Brad is our managing director of the retirement plan consulting business at Stonebridge Financial Group. His passion, time, and energy go towards evaluating and creating retirement plan solutions to help clients reach their goals.

How We Can Help

Delegating fiduciary responsibilities can be a great solution for plan sponsors who lack time and the knowledge of ever-changing requirements to manage a retirement plan. At Stonebridge Financial Group, this is all we've done since our inception back in 2004! Our robust service offering starts with ERISA 3(21) and 3(38) services and is the tip of the iceberg. We are consultants that help you with every aspect of your plan:

  • Ensuring participant retirement readiness
  • 1:1 and group participant education and retirement readiness meetings
  • Financial wellness
  • Committee fiduciary training
  • Process creation and documentation
  • Plan design
  • Contribution match modeling
  • Annual plan compliance review
  • And so much more

We become your outsourced retirement plan officer who dives into the morass of retirement plan details and resolves issues so you don't have to!

Please click here to schedule a short call, give us a call at (855) 530-0500 x601 or email info@stonebridgefinancialgroup.com. We look forward to helping your committee successfully fulfill their fiduciary duties with ease and excellence!