Case Studies

Building bridges with our community

Example Cases and Outcomes

Stonebridge Financial Group’s experienced retirement plan consultants strive to help your plan participants improve their retirement readiness. The best way to learn how we can assist you is to view what we have done for other companies. Our case studies of financial management outline the challenges faced by the business and the solutions we recommended to address them.

Bringing a Fresh Perspective to Retirement Plans

Each case study provides a comprehensive overview of the hurdles the company faced, such as:

  • Low employee participation.
  • Minimal efforts to educate participants about plan benefits.
  • Lack of communication between multiple plans, such as employee stock ownership plan (ESOP) and 401(k).

Our team tackles these issues with a focused, goal-oriented approach designed to help the company streamline its retirement communications and better educate participants while also maximizing benefits.

We recognize that each company has unique concerns. What may be top of mind in one industry is less critical in another. Our case studies detail our careful approach tailored to the industry’s specific challenges.

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

A Path Forward with Our Retirement Plan Services Team

By reviewing our case studies, you get a feel for the process of creating a customized plan that fits all your company’s needs. Our plans include solutions designed to recognize employees’ concerns, too. We can provide resources for you to address employee questions such as “what is a qualified retirement plan,” as well as offering guidance for proactively encouraging people to enroll in the plan.

You can read more thorough breakdowns of what each client wanted and how we helped push them there by downloading our case studies.

The Advantages of Choosing Stonebridge

As you can see in our case studies, the benefits of working with us include:

  • We partner with many vendors to identify solutions well-suited to your business and employees.
  • We provide an unmatched level of participant engagement, including on-site and virtual education sessions.
  • We work with you to proactively lower your plan’s expenses as your plan grows.

Paying close attention to details and learning everything about our clients to form strong relationships allows your participants to get the most out of their plans.

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