Customized Plans

Stonegate custom designs your company retirement plan to work for you. We study your entire operation beyond the tax and funding aspects to integrate the plan with your everyday business and personal activities. Whether you are a small business needing a simple standardized plan or a public corporation with more complex benefits and pension needs, Stonegate offers solutions for your situation and has the capability to handle all phases of the plan:

• Design
  Your retirement plan will be structured according to your needs using Stonegate’s broad resources, expertise, and creativity after understanding your goals.
• Installation
  Stonegate can handle all aspects of implementing your plans. We will hold on-site employee meetings and work with your in-house staff. We will process all necessary documents and government submissions.
• Administration and Reporting
  Stonegate offers personal service and daily maintenance of your pension plans through its extensive staff of professionals, managers and qualified specialists.
• Monitor and Modify
  Just as our staff monitors the ongoing financial, legal and tax regulatory changes through continuing education and professional seminars, Stonegate monitors your plan's ongoing progress, costs and coverage. If warranted, we will modify its design to comply with your goals.
• Plan Fiduciary
  Stonegate will sign off as co-fiduciary to your retirement plan.  As an independent Registered Investment Advisor (RIA) we can assume this responsibility and ensure that your plan is being offered in the sole interest of the plan participants and/or their beneficiaries.