Corporate Retirement Plans
Get the most out of your retirement plan benefits
We work with plan sponsors and their investment committees and make plan design recommendations that meet the goals of the company. We partner with a variety of vendors in order to find a solution suited to your business and employees. We will educate plan sponsors about their fiduciary requirements and have the ability to act as a 3(38) or 3(21) investment fiduciary, depending on your specific needs. Furthermore, as your plan grows, we work with you to proactively lower its expenses.
Most importantly, we differentiate ourselves with an unparalleled level of participant engagement, including proactive on-site and virtual education sessions. We offer one-on-one meetings for all employees. For participants approaching retirement, we invite spouses to join us for a more in-depth personal financial analysis that confirms retirement readiness.
We can assist you with:
Defined Contribution Plans
- 401(k) and Profit Sharing
- One Person 401(k)
- 457 Plans
- 403(b) Plans
- Employee Stock Option Plans
Defined Benefit Plans
- Traditional pension plans
- Cash balance pension plans
And More
- SIMPLE and SEP IRAs
- Non-Qualified Deferred Compensation Plans
Our Approach
Initial
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Ongoing
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Ongoing
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Our Goal
To provide you with the guidance and expertise needed to enhance your 401(k) plan’s performance, ensure compliance, minimize tax liability, and help you employees achieve their retirement goals.
Complete Retirement Solutions
Your Stonebridge Financial Group
Retirement Advisor will help you build
your solution.
A local Third-Party Administrator will
assist in the administrative and
compliance aspects of your plan.
The Plan Administration can be
integrated with select payroll vendors to
automate your retirement plan. Ask us about
Stonebridge HR Solutions for your payroll needs.
Online record-keeping lets participants
easily manage their account.
Implementing the Plan
Stonebridge Retirement Advisor
Your Stonebridge Financial Group Retirement Advisor will help you build your solution.
Third-Party Administrator
A local Third-Party Administrator will assist in the administrative and compliance aspects of your plan.
Stonebridge HR Solutions
The Plan Administration can be integrated with select payroll vendors to automate your retirement plan. Ask us about Stonebridge HR Solutions for your payroll needs.
Record Keeper
Custodian and daily valuation platform that interacts directly with your plan participants
Compare Your Plan vs. Your Competitors
You'll see how your plan compares versus:
- Admin fees
- Rate of Return
- Average Participant Contribution
- Average Employer Contribution / Participation
How Has Your Plan Performed?
- Review your plan’s performance over the years.
- Have your fees been increasing over the years even though your assets have been increasing?
- How does your plan’s rate of return compare against your competitors or even the S&P 500?
- Are your participants engaged and contributing or are they lacking interaction?
Alert Yourself to Red Flags & Liabilities
- Identify ways to better your plan.
- What vulnerabilities does your plan have?
- Identify your top fiduciary risk factors and red flags.
- Help ensure your plan is in compliance and limit your potential liabilities.
Get Your Free Report, Now!
Get Expert Financial Guidance Now.
Ready to take control of your financial future? Contact Stonebridge Financial Group today for a personalized consultation. Let us help you navigate complex financial decisions and build a secure path to your goals.
- 855-366-9776
- info@stonebridgefg.com
