What We Do and How We Can Help

As a business executive, your days are spent juggling multiple tasks and wearing a handful of different hats. Managing the company retirement plan is certainly not at the top of your list, well let's be candid, it's likely not even on the list. Why should it be, it's up and running, we should be good to go! 

Houston we have a problem! Given the plethora of requirements that can have enormous implications if not managed properly. The the kicker is that these requirements are ongoing and have to be done timely and on a recurring basis.

This is where we come in:

Who We Are

Stonebridge Financial Group is a registered investment advisory firm with the goal to help clients build and manage highly effective, successful retirement plans. We are absolutely passionate about all things retirement plans. It's what we do.

Our staff have achieved among the industry's highest designations and continuous improvement is in our DNA. Certifications, designations and education our advisors have achieved include:

  • Chartered Retirement Plan Specialist®
  • Chartered Financial Consultant®
  • Accredited Investment Fiduciary®
  • Certified Behavioral Financial Advisor
  • MBA
  • CPA

Additionally, we have received some of the highest accolades including: appointment to the Retirement Advisor Council and being named one of the top 400 401(k) advisors in the country!

What We Do

Everything we do is focused on helping businesses build and manage a highly effective retirement plan. In collaboration with your executive team, we evaluate your existing retirement plan and develop plan success goals. Working together, we measure results and make improvements while maintaining the highest degree of fiduciary prudence and process.

We developed our firm with a desire to help companies:

  • Maximize investment fund performance
  • Mitigate fiduciary liability, and
  • Simplify compliance and education

We focus on positive participant outcomes through 1:1 personalized participant meetings. Our core service offering includes ERISA 3(21) and 3(38) services which 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

Who We Serve

We work with a wide range of businesses. While they may vary in industry and size, they share the goal of seeking to implement a robust retirement plan that benefits both the company and their employees. We are proud to enjoy a 98% client satisfaction rate.  

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! 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!