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.