Your TPA should be an advantage. Most are a liability.
Slow proposals. Wrong numbers. Service reps who don't know your clients. When a plan administrator drops the ball, it's your reputation on the line, because your client calls you, not them. You shouldn't have to choose between a faceless national platform and a small shop that can't handle sophisticated design.
A partner built for advisors, not around them.
We do the complex work.
Targeted cash balance, combo design, and the unusual cases other TPAs decline. Our actuarial team designs aggressive, tax-efficient plans that keep more money in your client's pocket and make you the advisor who found it.
You reach a decision maker.
No phone trees. No ticket numbers. One dedicated contact who knows your whole book, and direct access to the people who can say yes. The phone is answered in two rings by someone who can solve the problem start to finish.
Switching is our job, not yours.
We adapt to your data, your platforms, and your process. Bring one plan or transition your entire book. We handle the heavy lifting, and your clients feel continuity, not disruption.
We have so many plans with them because of their white-glove, type-A service. Good, high-quality work done in a timely manner.
— Brad Harris, Managing Director of Retirement Planning, Perennial Financial Services
Built for advisors who are serious about the retirement-plan business.
Cornerstone partners with growth-oriented financial advisors serving business owners, executives, and high-net-worth clients, along with the CPAs, attorneys, and family offices in their corner. If your clients are profitable companies with 10 to 100 employees and high-income owners, we should talk.
SECURE 2.0
The small-plan market is booming. Be the advisor who's ready.
SECURE 2.0 incentives and state retirement mandates are driving a historic wave of new small-employer plans. Advisors who can bring smart plan design to the table right now will win business for the next decade. Cornerstone gives you the technical depth to lead that conversation.
It takes one conversation to find out what your clients are missing.
No pitch decks. No obligation. Bring us your toughest case and see how we think.