Qualified Plans
For too long retirement plan managers have had the wool pulled over their eyes regarding plan fees. Most plans, especially group variable annuity products, have “hidden fees” which can drastically affect investment performance over time. While no one can control the stock market, you can control the fees.
Stonegate Wealth Management LLC recognized the growing need for a high quality, low cost retirement plan alternative. In a series of recent initiatives we leveraged our long-standing relationship with Charles Schwab to build the Stonegate 401(k). Fees are fully disclosed, in writing, so you know exactly what the plan will cost you and your employees. You'll find more information on fees here.
As an added benefit, we offer strong fiduciary oversight, so you can rest easy that someone is continually looking out for your best interests.
Stonegate designs and manages a wide range of options as part our corporate benefits strategy, including:
- Defined Benefit
- Defined Contribution
- 401(k)
- Target Benefit
- New Comparability
- Age Weighted
- Profit Sharing plans
- Roth 401(k)
Customized Planning
Defined Contribution Plans
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