Capstone Retirement Group is a professional retirement plan consulting firm. We partner with plan fiduciaries to identify and implement the optimal retirement plan for their organization. Our services include plan benchmarking, service provider analysis and selection, investment due diligence, fiduciary oversight, and education programs for plan sponsors and participants. Our tailor-made, proactive approach is designed to equip plan sponsors with effective tools to minimize their fiduciary liabilities, reduce fees, and significantly improve retirement outcomes for plan participants.
Our goal is to grow our assets under management through acquisition using SL as a conduit.