For Businesses

Business Planning Solutions

List of Services

Growing a business requires a dedicated management team and employees. Cornerstone Wealth is here to help.

Customizable Approach

Acting as your architect, expect custom plan designs by experienced retirement plan consultants at our firm.

Dedicated Professionals

After defining objectives, we engage a team of professionals to collaborate, design and implement strategies and solutions.

Fiduciary Responsibility

At Cornerstone Wealth, we act as your fiduciary partner focused on optimizing every element of your business’s retirement plan.

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 services we provide to business owners:

  • Retirement & Pension Plans
  • Executive Benefits Programs
  • Business Continuity Planning
  • Risk Management & Protection

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The Right Business Advisory Team

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.

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Retirement Plan Consulting

From Your Perspective

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 partner with retirement plan experience. Selecting Cornerstone Wealth as your independent, third-party retirement plan advisor ensures you have a fiduciary partner focused on optimizing every element of your retirement plan.

Why Choose Us

  • Comprehensive Plan Review
  • Retirement Plan Design Assistance
  • Non-Qualified Plan Design Assistance
  • Retirement Plan Conversion
  • Annual Plan Review
  • Vendor Management, Benchmarking, and Fee Analysis
  • Fiduciary Support
  • Investment Due Diligence, Selection, and Monitoring
  • Participant Education & Enrollment
  • Personal Financial Planning