Blog

The recently enacted CARES Act (signed into law March 27, 2020) is the largest stimulus package to date in US history. As you might expect, there is impact on retirement plans...

The events of late (i.e., coronavirus, oil price war!) have caused quite a stir in the market to say the least. This post provides retirement plan fiduciaries guidance on operating their plan in such uncertain times!

We've pulled together a checklist to guide you through your annual fiduciary review! Click the button below to download yours.

If you administer a retirement plan, the answer most likely is "Yes".  We've outlined here the different types and their definition for your quick reference!

You have been selected as a member of your company’s retirement plan committee. Aside from adding an additional meeting to your schedule, what does that mean? 

Sponsoring a retirement plan can make you a fiduciary to your organization’s retirement plan! What surprises many plan administrators is that an employee’s function over title can also make them a fiduciary. But do you know what that actually means?

If you exercise discretionary control or authority of plan management or plan assets, or you have discretionary authority or responsibility for the administration of the plan, you are a retirement plan fiduciary...

If you showed up to work tomorrow morning to find out that your retirement plan was being audited, how would that make you feel? Here are three of the most common errors found in audits and what you can do to fix them.

It’s common knowledge that ERISA law is complex and even the best-intentioned retirement plan sponsors make mistakes...

As a retirement plan fiduciary, you have a legal obligation to prudently manage the plan in the sole best interest of plan participants and beneficiaries...

The rise in ERISA litigation over the last couple of years has many plan sponsors worried...

When it comes to managing a workplace retirement plan, it seems like we’re always telling you to document everything. Decisions, policies, procedures...

Stonebridge Financial Group is excited to announce that our very own Brad Pinter is now a member of the Retirement Advisor Council... 

Join us in Chicago on April 19, 2018 for a seminar and networking session on Avoiding Personal Liability Under Your Company's Retirement Plan. We have partnered with some of Chicago's finest firms to provide you with practical information that you can implement tomorrow! To reserve your spot simply click the button below to get started!

Years of experience have prepared us to guide you through plan optimization.