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

Industry sources tell us that the average financial advisor manages less that two 401(k) plans!

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In contrast, 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

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I N   A   4 0 1 (k)   P L A N ?

Assembling your Team

W H A T   A R E   T H E

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

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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

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F O R   A   D O L   A U D I T

DOL Audit Document Checklist