Retirement Plan Consulting

Capstone Advisory Group specializes in managing Qualified Retirement Plans with a focus on the 401(k) field under 500 lives.  Our primary focus is to create the optimal retirement benefit for each and every participant in the plan by focusing on five key areas listed in order of importance: Savings, Behavior, Allocation, Investment Selection, and Fees/Other Quantitative Measures.  By focusing on these five areas and weighting the focus on the first measure, we successfully provide tangible retirement value to our clients, thus attracting and retaining key employees.

We strive to understand each Plan Sponsor’s goals and purposes for the plan and track the results in achieving these goals.  We also provide specialized services in the areas of Plan Design, Fiduciary Assistance, and Personalized Service and Education to each Plan Sponsor.