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Stable Two Financial Executive Summary
Stable Two Financial Executive Summary
Stable Two Financial Executive Summary
Stable Two Financial Executive Summary
Stable Two Financial Executive Summary
Stable Two Financial Executive Summary
Stable Two Financial Executive Summary
Stable Two Financial Executive Summary
Stable Two Financial Executive Summary
Stable Two Financial Executive Summary
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Stable Two Financial Executive Summary

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  • 1. EXECUTIVE SUMMARY
    February 2010
  • 2. Stable Two Financial
    Independent Registered Investment Advisor
    Exclusively focused on Retirement Plans
    Highly experienced with deep expertise
    Uniquely positioned to advocate for clients
    Low cost
  • 3. OUR FOUNDERS ARE RETIREMENT INDUSTRY LEADERS
    • We know that
    • 4. Benefit costs are increasing
    • 5. Service providers are reducing services
    • 6. Pricing and service provider economics are rapidly changing
    • 7. Employees are increasingly anxious
    • 8. Department of Labor audit activity is increasing
    • 9. Retirement plan litigation is escalating
    Plan sponsors need a new kind of assistance
  • 10. WE ARE HIGHLY EXPERIENCED
    Our Team
    Our Founders
    Built & helped lead a retirement plan division for a major provider
    Highly connected at senior management level of major service providers
    Have led teams performing:
    • Pricing
    • 11. Relationship management, Implementation
    • 12. Marketing
    • 13. Sales
    • 14. Product Developments
    Has a minimum of 15 years of retirement plan experience
    Supported thousands of retirement plan sponsors
    Accredited Investment Fiduciary
    Certified Employee Benefit Specialist
    Investment Adviser Representative
    ERISA Compliance Expert
    Offices in Cincinnati, Dallas, and Denver
  • 15. STABLETWO FINANCIAL PROVIDES RETIREMENT PLAN GOVERNANCE AND OVERSIGHT
    Oversight
    Governance
    1) Fiduciary Committee: design, set appointments, facilitate, and document
    2) Fiduciary Services: investment policy, investment reviews, watch list, specific recommendations
    3) Annual Fiduciary Record: preparation and retention
    4) Fiduciary Training: prepare plan officials
    1) Regulatory Changes: specific guidance and recommendations & manage plan document amendment process
    2) Plan Expense: immediately reduce your cost and provide ongoing monitoring
    3) Independent Benchmarking: service providers, participant education, and plan design
    4) Best Practices: provide key learnings
    We serve as a fiduciary for your retirement plan
  • 16. OUR SERVICES
    Stable Two Financial offers comprehensive services
    • Plan Fiduciary
    • 17. Fiduciary Process Oversight
    • 18. Fiduciary Committee Design
    • 19. Fiduciary Committee Facilitation
    • 20. Risk Reviews
    • 21. Plan Expense Analysis
    • 22. Participant Education Benchmarking
    • 23. Full Fiduciary Documentation Package
    • 24. Preparation of Participant Notices
    • 25. Assistance with VCP Filings
    • 26. Plan Investment Reviews
    • 27. Investment Policy Statements
    • 28. Investment Recommendations
    • 29. Monitoring of Regulatory Changes
    • 30. Plan Design Consulting
    • 31. Service Provider Benchmarking
    • 32. Negotiating Fee Reductions
    • 33. Negotiating Service Enhancements
    • 34. Plan Provider Search and Due Diligence
    • 35. Oversight of Plan Document Amendment
  • OUR APPROACH IS UNIQUE
    By outsourcing to Stable Two Financial you get the experience and resources of well known consulting firms at a fraction of the cost
    Retirement
    Consulting of the Past
    Retirement
    Consulting of the Future
    Spend on Client Service
    Value to Clients
    Modern Technology
    Low Cost
    Plan Fiduciary
    Focused on Entire Plan
    Expensive Real Estate
    Big Marketing Budgets
    Legacy Systems
    Inflated Fees
    No Fiduciary Role
    Focused on Plan Investments
  • 36. STABLE TWO FINANCIAL IS DIFFERENT
  • 37. STABLE TWO FINANCIAL IS DIFFERENT
  • 38. Stable Two Financial
    Independent Registered Investment Advisor
    Exclusively focused on Retirement Plans
    Highly experienced with deep expertise
    Uniquely positioned to advocate for clients
    Low cost

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