The Fidelity Concierge Advisor Program designation
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
401(k) Plan Issues in the Current Environment: Practical and Legal Considerations
Nobu group picks ADP Retirement Services as record keeper for 401(k) plan
Protecting Plan Sponsors from Department of Labor Sanctions and Participant Lawsuits
Plan Governance Protects CFOs and HR Managers from Fiduciary Liability
Sartorius signs Fidelity as new 401(k) plan record keeper
ERISA’s Reasonable Fee Requirement, The CPA Journal
Retaining a Fiduciary Investment Advisor, Employers Need Up-front Information, Not Belated Explanation, The CPA Journa
