Blog

Our History

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

Read More

We Are Now An Official SHRM Recertification Provider!

September 28, 2018
By Bob Herdoiza

At Stonebridge Financial Group, we partner with our clients to achieve the goal of building and managing highly effective, successful retirement plans...

Read More

How To Evaluate Covered Service Providers Under ERISA

August 30, 2018
By Bob Herdoiza

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...

Read More

Brad Has Been Admitted Into the Retirement Advisor Council!

July 30, 2018
By Bob Herdoiza

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

Read More

Should Plan Policies Be Put in Writing? You Bet and Here’s Why!

June 28, 2018
By Bob Herdoiza

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

Read More

Five Simple Ways to Reduce Your ERISA Lawsuit Risk

June 14, 2018
By Bob Herdoiza

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

Read More

Retirement Plan Fiduciary Best Practices

June 4, 2018
By Bob Herdoiza

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...

Read More

New IRS Correction Fees & What They Mean for Plans

May 15, 2018
By Bob Herdoiza

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

Read More

Top Three Retirement Plan Audit Findings and How to Avoid Them

April 25, 2018
By Bob Herdoiza

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.

Read More

How to Prepare Yourself as a Fiduciary

April 13, 2018
By Brad Pinter

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? 

Read More

Am I a Fiduciary?

March 31, 2018
By Brad Pinter

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

Read More

Your Fiduciary Responsibilities Defined and Made Easy

March 15, 2018
By Bob Herdoiza

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?

Read More

What We Do and How We Can Help

February 28, 2018
By Brad Pinter

As a business owner, your days are spent juggling multiple tasks and wearing a handful of different hats. For most business owners, managing and overseeing the company retirement plan requires more time and responsibility...

Continue Reading

Chicagoland Seminar: Minimize Your Risk

February 10, 2018
By Stonebridge Financial

Join us in Chicago on April 19 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!

Register

Plan Sponsor Fiduciary Checklist

January 5, 2018
By Stonebridge Financial

With just finishing out the year, what not better way to ensure your fiduciary T's are crossed and I's are dotted. We've pulled together a comprehensive checklist to guide you through your 2017 fiduciary review! Click the button below to download yours.

Download the Checklist