Welcome to the Stonebridge Financial Group blog page. Part of our mission of helping plan sponsors optimize and create highly effective retirement plans is to be thought leaders. Part of how we share our thought leadership is by posting relevant, critical information plan sponsors need to know -- the precise reason for this page!
Please check back frequently and enjoy a simple place to find what you need to know in managing your organization's retirement plan...
Monday, November 20, 2023
IRS Limits on Retirement Benefits and Compensation As published in IRS News Release IR-2023-203, Nov. 1, 2023 Highlights of Changes for 2024The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the...
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Monday, May 1, 2023
401(k) plans are intended to provide comparable advantages for all employees, and there are numerous safeguards in place to make sure their benefits are allocated equitably. U.S. regulatory measures ensure that a company’s plan...
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Saturday, April 1, 2023
Albert Einstein may not be remembered as a finance expert, but he seems to have had a bead on the power of smart investing. When asked what mankind’s greatest invention was, he’s reputed to have answered “compound...
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Wednesday, February 1, 2023
Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the industry is changing towards greater and more...
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Tuesday, January 10, 2023
This blog post discusses the importance of plan governance for retirement plans and how company personnel can minimize their fiduciary liability through proper plan governance.
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