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New Year, A Whole New Look (Plus Some Dates You Need to Know)

New Year, A Whole New Look (Plus Some Dates You Need to Know)

by Brian | Apr 2, 2018 | Plan Tips

SRC Launches New Website We’re excited to announce that the new Stones River Consulting website is live! We hope that you’ll find the new version of the site to be more user-friendly and informative and less… well, less like most other financial firm...

Recent Posts

  • Are You Ready for the 2019 Changes to Hardship Distribution Rules?
  • New Year, A Whole New Look (Plus Some Dates You Need to Know)
  • Auto-Enroll and Auto-Increase Plans
  • Participant Education: The Missing Piece of the Puzzle
  • Domo Arigato, Mr. Roboto: The Rise of the Robo-Advisor

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©2018 stones river Consulting. all rights reserved

Stu Routon

Has been working in the retirement industry since 2009 and joined Stones River Consulting in the fall of 2019. Active member of ASPPA with my QPA and QKA credentials.

Graduated from University of Memphis in 2008 with a bachelors in Finance and then obtained my MBA from Lipscomb University in 2010.

In his spare time, Stu enjoys attending local events in the Atlanta area with his wife, Ashley, and his two boys, Finley and Landon. Stu also enjoy playing tennis in the Atlanta Lawn & Tennis Association (ALTA)

Stephen Douglas

Regional Director of Sales

Steve has worked successfully in the asset management business for New York Life/Mainstay Investments and AXA/Enterprise Funds as a mutual fund wholesaler for 16 years prior to transitioning the TPA world.

Steve’s focus is to market our services and grow sales by working directly with financial advisors, record keepers and plan sponsors throughout the Southeast. He is a graduate of the University of Richmond and The Baylor School. He currently resides in Chattanooga, TN.

Mary Horn

Compliance Manager

Mary has over 20 years of experience in the retirement plan industry working in compliance and plan administration.

She has attained the QKA and QPA designations from the American Society of Pension Professionals and Actuaries.

Mary enjoys traveling, scuba diving and spending time with her family.

Amy Martin

Compliance Manager

Amy Martin joined the staff of Stones River Consulting in June 2017. She has over 16 years experience in the retirement plan industry working in new plan implementation and plan administration.

Amy has attained the QKA, QPA, TGPC and CPC designations through the American Society of Pension Professionals & Actuaries and the ERPA designation from the Internal Revenue Service.

In her spare time she enjoys traveling and spending time with her family.

Maggie

Head of Security and Naps

We keep watch over your retirement administration…

… but who’s watching over us?

Meet Maggie.

Sniffer.

Fetcher.

Ever vigilant.

Since we hired Maggie, coordinated squirrel and mountain lion attacks have gone down significantly.