Stonebridge Financial Group’s Jeffrey Kline, C(k)P®, CRPS®, AIF®, and Cory Cuffley, CFP®, CPA, C(k)P®, CRPS®, AIF®, have been named to the 2022 PLANADVISER Top 100 Retirement Plan Adviser list.[1] The list highlights advisors from across the country, with just three others from Pennsylvania earning recognition.
“We are honored to join the many esteemed names on the 2022 PLANADVISER Top 100 Retirement Plan Adviser list,” said Kline, Stonebridge’s Director – Corporate Retirement Plan Services. “It reflects the hard work of our team, and Cory and I feel excited to share this recognition with them. We focus on delivering solutions uniquely suited for our clients’ businesses and their employees, which will always remain our top priority.”
This year’s Top 100 list actually includes just over 150 advisors. It marks the first time Kline and Cuffley have received individual recognition on the list. In 2020, Stonebridge Financial Group earned a spot in the “Small Teams With 115 Retirement Plans or More” category. In 2022, PLANADVISER chose to eliminate the team categories and only recognize individuals.
The Top 100 list pulls out the top quantitative standouts from PLANADVISER’s Retirement Plan Adviser Survey. Designees are named according to the dollar value of qualified plan assets under advisement as well as the number of plans under advisement.
Advisors must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September, to become eligible for this listing. Respondents are divided into categories for evaluation, defined by the number of advisors plus support staff in the practice.
The prestigious PLANADVISER honor is one of several national recognitions earned in recent years by Kline, who heads up the firm’s Lancaster office. He has twice been named to the Financial Times 401 Top Retirement Advisers list, which recognizes the top financial advisors specializing in serving defined contribution (DC) retirement plans across the U.S.
The Lebanon Valley College graduate recently earned a promotion to Director at Stonebridge, where he has worked since 2007. Kline’s primary responsibilities include managing the firm’s corporate retirement plan clients, relationship management and business development.
Cuffley works with Kline as a Corporate Retirement Plan Advisor. He provides participant education and business development for Stonebridge’s corporate retirement plan clients. Cuffley continues to hone his leadership skills, recently graduating from the Leadership Harrisburg Area program and receiving the Young Leader Award from the Pennsylvania Institute of Certified Public Accountants in 2019.
The Bloomsburg University graduate served his country for six years as a member of the Pennsylvania Army National Guard, receiving an honorable discharge as a Field Artillery Sergeant in 2017.
PLANADVISER Magazine offers information and solutions resources for retirement benefits decision-makers. It was launched in 2006 to address the needs and concerns of advisors who specialize in the sale and servicing of institutional retirement plans and related products and services, including 401(k), 403(b) and 457 plans, health savings accounts (HSAs) and defined benefit (DB) pension plans.
Disclosure-Eligibility Criteria for PLANADVISER Magazine’s 2022 national top 100 Retirement Plan Advisors list: The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisors themselves. For an advisor to be eligible for recognition in the 2022 Top 100, they had to submit a completed entry to our 2021 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100. Please visit https://www.planadviser.com/awards/2022-top-retirement-plan-advisers for more information.