Services for Businesses
As a business owner, you care about your employees. Creating a benefits package that will attract new talent and retain key employees is essential to the success of your profitable and growing business. A comprehensive retirement plan is arguably the most important aspect of the benefits package you hope to offer.
At Capstone Financial, we understand how time-consuming it can be to find a plan that doesn’t leave you frustrated and your employees unfulfilled. As an independent firm devoted to retirement plan consulting, we offer client-focused solutions for you and plan participants. We will partner with you in a co-fiduciary capacity to fulfill your retirement planning needs, obligations, and requirements.
The services we provide to plan sponsors are diverse, in-depth, and customer-centric.
Addressing Fiduciary Obligations
- Analyze plan expenses
- Set guidelines for prudent investment practices
- Create a diversified investment menu
- Educate participants
- Perform ongoing due diligence of investment managers and vendors
- Document due diligence process
- Investment policy development
- Plan design
- Participant education strategies
- Vendor management
Investment Analysis and Monitoring
- Quarterly market commentary
- Performance measurement/reporting
- Quantitative and qualitative analysis
- Manager research/recommendations
Plan Analysis, Research and Benchmarking
- Fee analysis, disclosure and benchmarking
- Asset allocation and diversification analysis
Call to learn how we can help your business thrive, and your employees reach their retirement goals.