CORPORATE RETIREMENT PLANNING
Fiduciary Oversight
Overseeing the implementation of a high-quality employer-sponsored retirement plan is a significant responsibility. Your plan and processes are being observed, by various agencies and by your employees and it is important to the protect their interests and stay within the law. As your partner, we can share this fiduciary responsibility with you, implementing a disciplined process to better manage your obligations.
Retirement Plan Design
We take time to understand your objectives and coordinate the design of a retirement plan program that aims to provide your employees with the greatest value. We also aim to aid in balancing the administrative responsibilities inherent to managing a retirement plan benefit.
Investment Management
Vendor & Benchmark Search
With Capstone Advisors as your partner, we want you to select providers that most appropriately fit the specific needs of your organization and employees. We have built relationships with countless vendors that are free from proprietary complications and conflicts of interest.
Employee Education & Advice