Sharper ideas for your business-owner clients.
Which plan type fits a client’s income, age, and goals? When does adding a cash balance plan make sense? How should a design change as a business matures, or as an owner approaches exit? These are the conversations that separate an advisor from an order-taker. Cornerstone works through them with you: scenario modelling, side-by-side comparisons, and plain-English talking points you can take straight into the client meeting.
Actuaries on staff. Not contracted out.
Funding valuations & certifications
Defined benefit and cash balance plans legally require actuarial certification, and practically require actuarial judgement. Ours is in-house.
No outsourced bottleneck
No telephone game between your TPA and a third-party actuary. The team that built the plan certifies it.
Legal & compliance depth
A network of specialists behind the design, including ERISA counsel relationships, so genuinely novel situations get a pressure-tested answer.
Bring us the client situation you’re not sure about.
Thinking through a tricky case is the fastest way to see how we work. No charge for the conversation.