top of page
401(k) & RETIREMENT PLANS

Cornerstone has developed considerable expertise in the subject of retirement plans.

​

Cornerstone specializes in and manages many 401(k) plans and works with all major 401(k) platform providers to structure a competitive solution for its clients. In addition, Cornerstone can act as a 3(21) or 3(38) fiduciary, helping relieve some of the fiduciary liability from the company or plan sponsor.

B U I L D I N G   A N D   P R O T E C T I N G   Y O U R   N E S T   E G G

W H O   A R E   T H E   P L A Y E R S

​

I N   A   4 0 1 (k)   P L A N ?

Assembling your Team

W H A T   A R E   T H E

​

R E S P O N S I B I L I T I E S

​

O F   A   F I D U C I A R Y ?

ERISA's Fiduciary Standards

H O W   T O   P R E P A R E

​

F O R   A   D O L   A U D I T

DOL Audit Document Checklist

Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539).   Member FINRA/SIPC.  Investment advisory services offered through Cornerstone Wealth Advisors, Inc., a California and Texas Registered Investment Advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice.  Insurance products and services are offered through Michael Sellman, Independent Agent.  California Insurance License number 0G40881.  Cornerstone Wealth Advisors, Inc. is not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and Cornerstone Wealth Advisors, Inc. are not affiliated with the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA's BrokerCheck ».

Site Policies & Disclaimers

Check the background of your financial professional on FINRA's BrokerCheck here

Privacy Policy & Disclosures

© 2019 Cornerstone Wealth Advisors, Inc.

  • LinkedIn - White Circle
bottom of page