Stephen has been providing guidance and specialized insight on retirement plans and benefits with organizations for over 17 years.
Stephen specializes in providing 401(k), 403(b) and retirement plan sponsors with a personal touch that distinguishes Smith Brothers broad scope of services from direct providers. Stephen assists plan sponsors in assessing their 401(k) needs, reviewing plan documents, monitoring performance, and consulting on plan sponsor fiduciary responsibilities.*
Stephens consistent and long-term involvement in each phase of the 401(k) process strives to help business owners and employees to spend less time worrying about retirement benefits and more time focusing on their business.
Steve lives in Glastonbury, CT with his 2 sons.
Who is Stephen?
*Investors should understand that working with an advisor that is a fiduciary does not guarantee that they will experience greater investment performance or reduced losses as compared to working with an advisor that is not acting as a fiduciary