Case Studies

Building bridges with our community

Successful Outcomes

Stonebridge Financial Group’s experienced retirement plan consultants can help your plan participants improve their retirement readiness.  Here are some examples of our past successes.

Case Study: Construction Company
Converting from profit sharing plan to a safe harbor 401(k)
Case Study: Trucking School
Optimizing participant education and plan design to improve participant outcomes
Case Study: Agricultural
Optimizing plan design to motivate behavior and improve participant outcomes
Case Study: Accounting
From disengaged to empowered: changing participant behavior through plan design and education
Case Study: Apparel Manufacturer
Increased participation and employee engagement through automated plan design and individual consultation
Case Study: Law Firm
Managing fee compression and reducing fiduciary liability

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