Why Cornerstone exists.
Dan Jock earned his actuarial credentials at MassMutual, then moved inside a third-party administrator in 2014 to learn the business from the ground up. What he found in the small-employer 401(k) market was a lot of opportunity and a lot of waste. Slow service. Template designs. Complex cases turned away because they took real expertise. He believed it could be done better, and in 2016 he started Cornerstone from scratch to prove it.
The bet was simple: pair serious technical depth with genuinely human service. Answer the phone in two rings. Put a decision maker within reach of every advisor. Take on the complicated designs others decline, and explain them so clearly the advisor can retell it.
The bet paid off. Dan built the firm to roughly a hundred clients, then merged with Larry Starr’s Qualified Plan Consultants to add the infrastructure and seasoned staff to keep growing without letting the standard slip. Today, Cornerstone administers plans nationwide for advisors who want a partner, not a portal. The ambition hasn’t changed: grow as large as the national players while staying independent, expert, and human.
The people your clients are trusting.
Daniel Jock
Enrolled Actuary, President
Dan is a fun, friendly, strong team player. He is an enrolled actuary for employers large and small. Dan provides retirement-specific continuing education for accounting professionals from Massachusetts down through New Jersey. He cares for his team and customers. Dan is also an avid outdoor person who spends a lot of time mountain biking and skiing. If you do either of those things and want to join him let him know.
Steven Ahn
Enrolled Actuary, Chief Operations Officer
Steve is dedicated and collaborative consultant. In addition to developing and maintaining all processes and procedures of the firm, Steve makes himself available for any client consultation needed. Above all else, Steve most enjoys taking trips with his wife and 2 boys.
Sallie Harborth
Director of Sales and Marketing
Sallie brings more than 20 years in the retirement, investment, and insurance industries to Cornerstone. Her career spans MissionSquare Retirement, SWBC Investment Services, USAA, and Mutual of America, and she spent nine years owning and operating Harborth Insurance and Financial Services. She holds FINRA Series 7, 63, 66, and 26 licenses along with a Texas Life and Health Insurance License, and earned a B.S. in Agricultural Business Management from Texas State University.
Larry Starr
Enrolled Agent, Executive Vice President
Larry is honest and straight-forward with a keen eye and ear for the truth. He is an enrolled agent with 40+ years in the industry. He’s an industry educator and has received the highest awards in the retirement plan community. Larry has authored several publications and served as the senior advisor to the industry’s government affairs committee. Larry is also a continuing ed. provider for Enrolled Agents, CPA’s and other tax professionals across the U.S.
Roughly 30 more highly skilled and experienced professionals!
Values, in action.
Answer fast, solve fully.
Two rings, one owner of the problem.
Do the hard designs.
Others pass because it’s harder. We’ve never minded hard work.
Tell the truth.
Including “you’d be better served elsewhere,” when it’s true.
Think in decades.
We build plans, and relationships, meant to last.