One of my favorite conversations with clients usually starts with a sentence they never expected to say. “Jim, I think retirement is actually becoming real.” They’re often in their early or mid-50s. They’re still working full-time and still enjoying what they do. But the question is no longer about getting the next promotion or increasing […]
Read MoreOur status as independent retirement plan consultants enables us to provide your plan participants with what they value most—investment guidance to help them feel confident about the decisions they are making to pursue their retirement goals.
Participant education
We will work with your participants to:
With us as your partner, you can choose from a virtually unlimited universe of providers—free from proprietary vendor or product pressures and conflicts of interest. We will help you select the provider that most appropriately fits the specific needs of your firm and your participants.
Managing vendor due diligence
Our customized Request for Proposal (RFP) process includes:
Ongoing monitoring
Once your plan is in place, you can expect:
We take the time to understand your objectives and design a retirement plan program that provides your employees with the greatest value and, to the extent possible, reduces your administrative responsibilities.
Specific areas we focus on include:
As your experienced partner, we will help you establish an investment strategy that fits the distinct needs of your firm and your employees. Our investment process includes:
We assist you in developing an Investment Policy Statement (IPS) that sets guidelines for making investment decisions.
It's important to construct a well-balanced investment lineup that offers broad diversification across asset classes. We make investment recommendations based on a rigorous quantitative and qualitative evaluation process.
We conduct periodic investment reviews to check that performance and expenses remain consistent with plan objectives.
Stonebridge Financial Group is:
Stonebridge Financial Group works exclusively for our clients. Many of our clients find they can upgrade the performance of their plan, without the trouble of changing providers. They simply add our services to improve investments, assist employees and manage fiduciary risks.
Others find they have outgrown their current provider. When that happens, we will conduct a comprehensive market search using specific technology, and then apply our decades of experience to assure the right fit for you. After narrowing the field, we coordinate presentations from the best available. Having us on your side makes the search process much easier, as we make sure you get the straight story about the limitations of potential providers as well as their strengths.
You can engage STONEBRIDGE FINANCIAL GROUP in three ways:
As investment advisory representatives, we can work on a fee for service basis.
Often the compensation already embedded in your 401(k) investments is sufficient to pay for our services with no increase in costs to you. Some plan sponsors are not aware that commissions are being paid to a broker or agent because they are receiving little to no service in return.
And appoint us as your representative in the process.
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