PROFILES IN PARTICIPANT OUTCOMES I n our final installment of our Profiles in Participant Outcomes series for 2023, we feature two advisory firms with two very different case studies about client retirement plans. Our first profile centers around Stonebridge Financial Group and its dedication toward modernizing a former profit-sharing plan that had once operated without a financial advisor or an investment committee, showing that as long as there is a devoted team involved, plan success is achievable. Next, we look at how a retirement plan has evolved over three decades of guidance and advice from intellicents, proving that even the strongest plans have room for improvement. As we look toward 2024, 401(k) Specialist continues to dedicate itself to spotlighting retirement plan advisors who go above and beyond for their clients' futures. If you or an advisor know of a plan that has made an impact, please email submissions to 401(k) Specialist Editor-in-Chief Brian Anderson at banderson@401kspecialist.com. Jeffrey Kline Stonebridge Financial Group Brad Arends intellicents 20 ISSUE 3 2023 | 401kSpecialist.comhttp://www.401kSpecialist.com