Corporate Retirement Plans

Do you own a business or run a non-profit organization that sponsors a qualified retirement plan for your employees, such as a 401(k) or 403(b)? If you do, then you are a fiduciary. As a fiduciary, you are entrusted with the retirement assets of your employees and the protection of their best interests. As an employer who sponsors retirement plans, you also have the responsibility to:

  • Educate employees about investment options
  • Provide investment options that are diversified
  • Create a plan that is good for the company owners and the employees
  • Review investment options annually
  • Provide investment options that are reasonably priced

The Cornerstone Capital Advisors Fiduciary Services team assists businesses and non-profit organizations with their employer-sponsored retirement plans, endowments, and other pools of assets. Our services will support you in your role as a retirement plan fiduciary, and will minimize your liability by ensuring you fulfill your legal responsibilities to your employees.

We assist retirement plan sponsors by:

  • Aiding in the development of your Investment Policy Statement
  • Helping you delegate the investment selections
  • Managing and monitoring or plan’s investment menu
  • Providing ongoing advice on the plan’s Investment Policy, asset classes, and investment options
  • Consulting on vendor reviews, fees and expenses, and employee education
  • Assessing how well you are fulfilling your responsibilities in a Fiduciary Assessment engagement.

In providing any of the services above, we follow the Fiduciary Quality Management System developed by fi360.

Running a qualified retirement plan is an essential responsibility, so ensure you have the support you need by partnering with Cornerstone Capital Advisors. We will work through every step of the process to ensure that you are fulfilling your fiduciary responsibilities—and provide a promising financial future for your employees.