Retirement Plan Fiduciary Review Mitigate Fiduciary LiabilityWhy is retirement plan litigation on the rise? The simple answer is because plans are out of compliance. Plan participants expect and are demanding accountability - now more than ever!However, this can easily be circumvented by ensuring that proper independent review is being conducted on a recurring basis, with appropriate follow up actions taken.Fiduciary ReviewThe good news is that Stonebridge specializes in conducting independent fiduciary reviews - having done hundreds over the past decade!With minimal time on your side, Stonebridge will conduct a thorough analysis culminating in a comprehensive report. The review encompasses:Current investment fund options assessmentCurrent investment allocation assessmentFees and expense benchmarking analysisPlan health benchmarking to industry recommendationsPlan governance reviewOverall fee analysis comparing current state to viable alternativesCurrent practices to best practices of ERISASafe harbor reviewPlan administration and compliance assessmentPlan sponsor and participant education assessmentFidelity bond adequacy checkFiduciary liability coverage adequacy checkTo get started on your complimentary review, please complete the form on the right side of the page. If you have any questions please email us at [email protected] or call us at (855) 530-0500. We very much look forward to working with you on your plan review!