Stone Hill Fiduciary Management, LLC

Financial consultant in Great Neck, NY (show on map)

Independent ERISA fiduciary providing plan investment advisory and plan administration management services.

Call (516) 439-5581

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About

We relieve CFOs and HR managers from having to spend valuable time on daily plan management.

Services

Independent Fiduciaries

Provides ERISA fiduciary services to retirement plan sponsors.

Fiduciary Liability

Protects plan sponsors from future liability and expense.

ERISA Expertise

Provides ERISA expertise to retirement plan sponsors.

Professional Staff

Provides professional staff to retirement plan sponsors.

Fiduciary Structure

Provides ERISA fiduciary structure to retirement plan sponsors.

ERISA Sections 3(21)/3(38)/3(16) Fiduciary Structure

Provides ERISA Sections 3(21)/3(38)/3(16) fiduciary structure to retirement plan sponsors.

Frequently Asked Questions

What is an ERISA fiduciary? +

An ERISA fiduciary is a person or organization that has discretionary authority or control over the management or disposition of plan assets.

What is the role of a fiduciary in a retirement plan? +

The role of a fiduciary in a retirement plan is to act in the best interests of the plan participants and to make decisions that are in their favor.

What are the responsibilities of a fiduciary? +

The responsibilities of a fiduciary include managing plan assets, making investment decisions, and ensuring that the plan is operated in accordance with ERISA.

What is the difference between a fiduciary and a non-fiduciary? +

A fiduciary is a person or organization that has discretionary authority or control over the management or disposition of plan assets, while a non-fiduciary is a person or organization that does not have such authority or control.

What are the benefits of hiring a fiduciary? +

The benefits of hiring a fiduciary include having a professional manage the plan, ensuring that the plan is operated in accordance with ERISA, and reducing the risk of fiduciary liability.

How do I choose a fiduciary? +

To choose a fiduciary, you should research and evaluate different options, consider their experience and expertise, and ensure that they are qualified to act as a fiduciary.

What are the costs associated with hiring a fiduciary? +

The costs associated with hiring a fiduciary may include fees for their services, which can vary depending on the type of services provided and the level of expertise required.

Can I hire a fiduciary to manage my 401(k) plan? +

Yes, you can hire a fiduciary to manage your 401(k) plan, but you should ensure that they are qualified to act as a fiduciary and that they have the necessary experience and expertise.