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First Look at the Secure Act 2.0 of 2022

March 9, 2023 News

Operational Compliance in a Highly Regulated Environment

January 17, 2023 News

The Fidelity Concierge Advisor Program designation

January 17, 2023 News


The Fidelity Concierge Advisor Program designation is unsolicited, provided voluntarily and without compensation by Fidelity Investments, and awarded January 13, 2023, for the services Stone Hill provided during 2022.

Best Practices to Reduce Excessive Fee Risk

May 21, 2021 News

401(k) Plan Issues in the Current Environment: Practical and Legal Considerations

May 20, 2020 News

Nobu group picks ADP Retirement Services as record keeper for 401(k) plan

November 20, 2019 News

Protecting Plan Sponsors from Department of Labor Sanctions and Participant Lawsuits

January 18, 2019 News

Plan Governance Protects CFOs and HR Managers from Fiduciary Liability

November 23, 2017 News

Sartorius signs Fidelity as new 401(k) plan record keeper

September 21, 2017 News

ERISA’s Reasonable Fee Requirement, The CPA Journal

August 1, 2017 News

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Our Services

  • Independent Fiduciaries

    • New Approach
    • Fiduciary Structure
  • Service Model

    • ERISA Care Standard
    • Non-Fiduciary Service Providers
    • Advisor and Fiduciary Services Fee
  • Best Practices

    • Revenue Sharing
    • New Best Practices
  • Risk Management

    • Shared Plan Governance
    • Fiduciary Risk Management
    • Organizational Documentation
  • Fiduciary Liability

    • Annual Certification
    • Fiduciary Safeguards
  • Fiduciary Expertise

    • ERISA Expertise
    • Professional Staff


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