Broker Check

Corporate Retirement 

At Kornerstone, we specialize in creating and maintaining high quality retirement programs for corporate and non-profit organizations.  We are committed to making sure that as a business owner, or a non-profit director, your retirement plan helps attract and retain high caliber employees.  We are also committed to ensuring that plan participants have the education and resources they need to prepare for a successful retirement as well as an advisor they can contact us with any questions they may have.

Having a solid retirement plan in place for employees is an asset for any business. Unfortunately, this employee benefit often does not receive the attention to detail it needs.  We understand your management team’s time is incredibly valuable to the organization.  This valuable time is better spent on needs critical to the business and not on administering the retirement plan.  Kornerstone is well equipped to handle all details of your retirement plan while freeing up management to work on more strategic tasks.

We Have the Technology and Experience to Provide the Services That Fit Your Needs

Plan Review and Benchmarking

Our plan consulting capabilities include constant and consistent monitoring of all plan details including plan fees. From our diverse client base, we have knowledge of what works and doesn’t work for all types of companies.

Investment and Fiduciary Oversight

We provide clients with a comprehensive fiduciary process, from beginning to end including reports that are simple to read, highly visual and highlight any areas of concern.

Participant Education and Support

We consider our team successful when your employees have clear objectives and a path for reaching their goals of a successful retirement.