As business advisors, we design and implement benefits to attract, retain and motivate the executives and employees within your organization. To prevent devastating financial losses, we implement strategies to protect your employees and the company against unforeseeable risks.
Below are the business solutions we provide to business owners:
When working with businesses, our advisors work with owners and executives to protect and grow the organization. After clearly defining the objectives, we engage a team of professionals to collaborate, design and implement strategies and solutions to target the needs of the business.
As a business owner, your company’s retirement plan is an important benefit which allows you to attract, reward and retain your employees. As a plan sponsor, you act in a fiduciary capacity when overseeing your employees’ retirement savings. As the Department of Labor (DOL) and Employee Retirement Income Security Act (ERISA) regulations grow more complex, the ongoing management and oversight of a retirement plan can be challenging and time-consuming.
To provide compliance guidance, it is important to engage a business advisor with retirement plan experience. Cornerstone Retire can act as your independent, third-party retirement plan advisor ensuring you have a fiduciary partner focused on optimizing every element of your retirement plan.