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