Cornerstone Financial's retirement planning group seeks to understand and address the evolving interests of plan sponsors and their employees, leading to intelligent and innovative plan design and implementation.

We believe in full fee disclosure, effectively eliminating the concerns over "hidden fees" which can be prevalent in the corporate retirement marketplace.

As trusted professionals we provide a variety of services that are designed to assist the plan sponsor with their fiduciary duties. These services include:

• Assisting in the design of an investment policy statement
• Analysis of the plan's investment options
• Annual Trustee review meetings
• Plan Sponsor Support/Problem Resolution
• Development of an Employee Communications Strategy

Cornerstone works with many of the plan and investment providers in the retirement marketplace. This flexibility allows our team to design custom strategies for our clientele.