RETIREMENT PLAN CONSULTING
MANAGING A RETIREMENT PLAN IS A FULL-TIME JOB.
It takes a lot of expertise, time and effort. There are many moving parts: compliance, evaluating and monitoring providers, investments, participant outcomes, regulatory changes, and the risks associated with making all these decisions. StoneStreet can help manage all retirement plan aspects as much or as little as you need while mitigating your fiduciary risk.
Mitigating your risk to the lowest levels, StoneStreet can provide investment outsourcing by acting as an ERISA 3(38) discretionary investment advisor & fiduciary to your retirement plan. If you prefer less outsourcing of investment decisions (and want to retain more control and more fiduciary liability), StoneStreet can assume an ERISA 3(21) Co-Fiduciary Status and make recommendations. StoneStreet can also assist you with ERISA 3(16) Administrative outsourcing solutions to further mitigate your liability. Whatever level of outsourcing you are comfortable with, StoneStreet can help customize a solution that works for you.
HOW DO WE DO
WHAT WE DO?
WE START WITH PLAN DESIGN AND MANAGEMENT –
A successful retirement program is like building a house, it comes with a solid set of plans with a well thought out design that can scale as your needs change or grow. We maximize efficiencies and review plan data to make sure the plans are running smoothly.
We customize plan education that works for you and your employees. One size does not fit all.
A PLATFORM OF RETIREMENT RESOURCES
We help select products and negotiate pricing based upon the aggregated purchasing power of many clients. Amplifying our core commitment to client first, we offer a wide selection of resources for both Defined Contribution & Defined Benefit Plans:
AND ALONG THE WAY
WE’VE PICKED UP SOME AWARDS:
PLANSPONSOR Magazine’s 2019 “Retirement Plan Advisor of the Year” Finalist
Recognized as one of PLANADVISOR‘s Top 100 Retirement Plan Advisors
NATIONAL ASSOCIATION OF PLAN ADVISORS (NAPA) 2020 Top DC Advisor Team
