Broker Check

Employer Sponsored Retirement Plans

Lewis Stefani Group provides holistic retirement consulting services to Plan Sponsors and plan participants. We are dedicated to providing guidance to help with your fiduciary responsibility and the service necessary to develop an ongoing, quality plan for your organization.

Our Services Include:

  • Enrollment, Account Reviews, Ongoing Service and Retirement Counseling
  • Employee Communication & Education Outreach Programs
  • Educational Seminars
  • Financial Planning and Retirement Income Planning
  • Extensive PERS and OPSRP knowledge and education
  • PERS Retirement Process Assistance
  • Asset Allocation
  • Continued Distribution Planning in Retirement

Our clients consist of some of the largest Local Government employers in Oregon. We have a history of building and maintaining strong relationships and exceeding customer expectations for over 30 years.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 503.937.0378