At Stonebridge, we are absolutely PASSIONATE about all things retirement plans. It's what we do. 

Our firm enables you to focus on what you do best: running your business! We focus on helping you stay out of Department of Labor / ERISA trouble, while making plan compliance and administration simple. 

We specialize in:
•	Establishment and review of Investment Policy Statements
•	Plan benchmarking 
•	Plan governance to meet DOL and ERISA requirements 
•	Employee and employer plan and investment education   
•	Accepting full fiduciary status under ERISA 3(21) and 3(38)
•	Strategies to optimize participant outcomes

In collaboration with your executive team, we evaluate your existing retirement plan and develop plan success goals. Working together, we will measure results and make improvements while maintaining the highest degree of fiduciary prudence and process. We utilize our unique five step retirement plan maturity model to guide you through each step, ensuring no stone is left unturned!

On an ongoing basis, we continually review your plan, focusing on monitoring investments in order to offer your employees top performing choices. 

Let us help you simplify. Call us today at 855.530.0500 for a complimentary plan review! 


Securities offered through TRIAD Advisors, Member FINRA/SIPC. Investment Advisory services offered through Global Financial Group Advisors, LLC, a SEC registered investment advisor. Global Financial Group Advisors and Stonebridge Financial Group are independent of TRIAD Advisors.

Stonebridge Financial Group

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