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 critical areas like 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 different asset classes and who can help build a plan suitable for any investment style, so employees can choose a plan suited to their individual needs. Our full range of retirement plans and services include:

For Your Business

  • Plan design
  • Plan expenses
  • Employee education

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, an asset mix that’s determined by the level of risk and return appropriate for the individual employee
  • Designated portfolios, which include all asset classes to offer a diverse investment menu to employees
  • Financial investment window, which allows access to hundreds of additional top-rated investments for employees who want more choices
  • Self-directed brokerage accounts, where employees have access to and can invest in any publicly traded mutual fund or stock

We would be happy to sit down with you and discuss how this valuable service can benefit your company and your employees.