Stonebridge Financial Group

03/18/2022

We've pulled together a piece to help plan sponsors provide a resource to plan participants who are nervous about their 401(k) account balance. Check out "Investing Through the War in Ukraine" -- http://ow.ly/GZic50Imk1N

03/04/2022

The latest statistics from the Department of Labor show that over six in 10 retirement plan audits result in non-compliance findings. Here are three of the most common audit findings we see and what you can do to avoid them: https://www.stonebridgefinancialgroup.com/blog/top-three-retirement-plan-audit-findings-and-how-to-avoid-them?utm_source=hootsuite&utm_medium=&utm_term=&utm_content=&utm_campaign=

02/25/2022

Do we need a retirement plan committee charter? We get this question a ton! Read our latest blog post discussing best practices (and access to team if you need help creating one)! https://www.stonebridgefinancialgroup.com/blog/do-i-need-a-retirement-plan-committee-charter?utm_source=hootsuite&utm_medium=&utm_term=&utm_content=&utm_campaign=

02/16/2022

Stay up to date on your responsibilities as a fiduciary to your retirement plan -- check out our Fiduciary Hot Topics blog post -https://www.stonebridgefinancialgroup.com/blog/retirement-plan-fiduciary-hot-topics?utm_source=hootsuite&utm_medium=&utm_term=&utm_content=&utm_campaign=

01/13/2022

In 2021 the Department of Labor issued guidance to plan sponsors regarding cybersecurity. Check out this blog post for best practices and what you need to know!

Participant data and financial accounts comprise some of the most sensitive and potentially vulnerable information under a company’s care. These highly valuable assets can be an attractive target for cybercriminals and therefore...

01/07/2022

In this age of relying heavily on technology, it is vital to take the necessary cyber security precautions. You want to make sure that all sensitive information is highly protected. This post showcases some tips for plan sponsors....http://ow.ly/r9C150HpOlx

06/03/2021

Target date fund plan suitability, the huge "gotcha" that is almost always overlooked by plan sponsor fiduciaries and advisors. Check out the risks and what you can do to protect you and your organization -

Stonebridge Financial Group is a registered investment advisory firm that helps companies effectively manage their retirement plan by maximizing fund performance, minimizing fiduciary risk and maximizing participant outcomes.

05/19/2021

Five simple ways to reduce your ERISA lawsuit risk. The rise in ERISA litigation over the last couple of years has many plan sponsors worried. Plan sponsors are now in a position where they have to carefully navigate around unhappy employees fueled by overzealous lawyers and increased Department of Labor plan reviews. Read more here -

Stonebridge Financial Group is a registered investment advisory firm that helps companies effectively manage their retirement plan by maximizing fund performance, minimizing fiduciary risk and maximizing participant outcomes.

05/12/2021

Am I Required To Evaluate My Retirement Plan's Service Providers? You better believe it! As a retirement plan fiduciary, you have a legal obligation to prudently manage the plan in the best interest of plan participants and beneficiaries. Read more - https://www.stonebridgefinancialgroup.com/evaluate-covered-service-providers-under-erisa?utm_source=hootsuite&utm_medium=&utm_term=&utm_content=&utm_campaign=?

Stonebridge Financial Group is a registered investment advisory firm that helps companies effectively manage their retirement plan by maximizing fund performance, minimizing fiduciary risk and maximizing participant outcomes.

04/28/2021

ERISA law is complex causing even the best-intentioned retirement plan sponsors to make mistakes. The Department of Labor estimates that three out of four plans are out of compliance with ERISA, and these violations can lead to significant fines. To find out what you can do click here: https://www.stonebridgefinancialgroup.com/new-irs-correction-fees-what-they-mean-for-plans?utm_source=hootsuite&utm_medium=&utm_term=&utm_content=&utm_campaign=

Stonebridge Financial Group is a registered investment advisory firm that helps companies effectively manage their retirement plan by maximizing fund performance, minimizing fiduciary risk and maximizing participant outcomes.

04/14/2021

The Department of Labor estimates that at least six in 10 plans are out of compliance! As a way to help you proactively prepare, we've compiled our "Top Three Retirement Plan Audit Findings" list of the most common errors and what you can do to avoid them - check it out here:

Stonebridge Financial Group is a registered investment advisory firm that helps companies effectively manage their retirement plan by maximizing fund performance, minimizing fiduciary risk and maximizing participant outcomes.

04/07/2021

Since our firm has been consulting on retirement plans for many years now, we’ve seen a thing or two. One that sticks out, aside from the confusion about who is actually a fiduciary, is that fiduciaries generally go in with zero preparation when undertaking their fiduciary role. As the saying goes, “failing to plan is….” . So this week’s post is all about how to prepare yourself for fiduciary success! Read more -

Stonebridge Financial Group is a registered investment advisory firm that helps companies effectively manage their retirement plan by maximizing fund performance, minimizing fiduciary risk and maximizing participant outcomes.