Retirement Plans

Cornerstone Financial Group, a Registered Investment Adviser, is your one-stop clearinghouse for retirement plans suitable for nearly any size business. Our goal is to help you find the right plan.

Our services include:

• Assisting employers in selecting the retirement plans most appropriate for them
• Helping employers understand their fiduciary plan obligations
• Comparing competing plans in costs, performance and service levels
• Providing turnkey plan implementation, seamlessly integrating it with your present accounting system
• Working with employers to create investment policy statements and investment review mechanisms to monitor both performance and plan costs
• Ongoing review and financial education meetings with plan participants

Our company, in conjunction with broker/dealer National Planning Corporation and third party administration partners*, offers plans services through some of the leading providers in the country.  For employer groups under 100 employees looking for high quality plans at competitive prices, look to Cornerstone Financial Group.

*The third party administrators utilized by Cornerstone Financial Group are not endorsed by NPC.