Customized Retirement Plans
Plan Designs That Work For You & Your Employees
As a business owner, you want to provide your employees with a competitive benefits package that includes a solid retirement plan, while meeting the needs of your business in such critical areas as fiduciary responsibility. At Cornerstone Capital, we work with hundreds of the largest investment companies in the world to find the appropriate match for your company's needs. We also have an excellent selection of top-rated money managers who specialize in many different asset classes and who can help build a plan suitable for virtually any investment style, so employees can choose the plan most suited to their individual needs. Our full range of retirement plans and services include:
For Your Business
- Fiduciary responsibility
- Plan design
- Plan expenses
- Employee education
- Continual monitoring of funds
For Your Employees
- Safe harbor plans. For highly compensated employees.
- Professionally managed accounts. For employees who prefer total management by a qualified investment advisor representative.
- Lifestyle/target maturity investments. Asset mix is determined by level of risk and return appropriate for the individual employee.
- Designated portfolios. Includes all asset classes, offering a diverse investment menu to employees.
- Financial investment window. Allows access to hundreds of additional top-rated investments for employees who want additional choices.
- Self-directed brokerage account. Employees have access to and can invest in virtually any publicly traded mutual fund or stock.
We'd be happy to sit down with you and discuss how this valuable service can benefit your company and your employees.