Steven Sundberg

Steve Sundberg has over 24 years of experience working with Institutional Asset Managers, Retirement Plan Record Keepers, Plan Sponsors and Institutional Pension Consultants.  Steve has in-depth knowledge of the needs of plan sponsors and the plan participants who are the beneficiaries of the company retirement plan. Steve has worked with some of the largest 401K Plans in the country with assets in the billions of dollars as well as retirement plans which serve small to mid-sized businesses.  With extensive knowledge of current regulatory issues, trends in plan design, asset management analytics and plan sponsor challenges Steve takes a fiduciary role in working with his retirement plan consulting clients. Steve has passed Series 7, Series 63 and Series 65 examinations.