Stones River Consulting?
Most small businesses are underserved by the retirement plan industry, with much of the personal attention being paid to large companies.
This leaves most small businesses with retirement plans that are wrong for their goals, far too expensive, and with poor customer support when things go sideways.
Stones River Consulting was founded to provide small business with the retirement plans and service normally reserved for the largest companies. We are devoted to working with business owners and their financial advisors to ensure the retirement plans we create:
- Match the business owner’s financial goals
- Give the business owner maximum value
- Provide a powerful benefit to the company’s employees
- Allow the business owner to focus on their company while we handle the plan details
- Financial Advisors
- Investment Providers
- The Stones River Consulting team
- Quarterly Statements
- Record Keeping
- Providing Requested Information… and more!
Meet the Stones River
Our purpose is to serve our clients through custom-fit retirement plans, exceptional service, and a sense of humor. We know small businesses don’t get that kind of attention in the retirement industry, but we’re okay with being a little different.
Head of Security and Naps
Since we hired Maggie, coordinated squirrel and mountain lion attacks have gone down significantly.
MaryAnna Erlandsson joined Stones River Consulting in January of 2016 as a project based consultant, bringing over 30 years…
Kei Lani Rossetto
Kei Lani joined Stones River Consulting in the Spring of 2021 as an Administrative Consultant. She has been working in the retirement industry since 2017…
Julie Gorman joined Stones River Consulting in November 2021 as a Compliance Manager. She holds her QPA designation from ASPPA…
Daisy Mejia joined Stones River Consulting in January 2022. Her responsibilities include in-depth compliance testing, calculations, trust accounting…
Amber Loring joined Stones River Consulting in Fall of 2021 as a Relationship Manager. She has worked in the retirement industry for over 20 years. She obtained…