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 optionsProvide investment options that are diversifiedCreate a plan that is good for the company owners and the employeesReview investment options annuallyProvide investment options that are reasonably pricedThe 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 StatementHelping you delegate the investment selectionsManaging and monitoring or plan’s investment menuProviding ongoing advice on the plan’s Investment Policy, asset classes, and investment optionsConsulting on vendor reviews, fees and expenses, and employee educationAssessing 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.