Services for Employers

StoneStreet Advisor Group offers a full menu of retirement plan services and fiduciary capabilities that facilitate the long-term success of plan sponsors and plan participants. Let us be your fiduciary partner who keeps abreast of the latest developments in the retirement planning space and provides the specialized resources and experience necessary to help you manage your important obligations. We are unbiased retirement plan consultants who anticipate your needs through the services we provide, which include:

  • Investment policy statement review
    Have you established goals for your plan? Is the plan designed to attain those goals? Our advisors assist you in developing an outline for your investment program that includes identifying allowable investments for the plan, establishing goals and objectives, determining risk parameters and setting service expectations.
  • Investment committee training/investment due diligence
    Fulfilling your fiduciary responsibilities properly is key to managing liability. It’s important for your investment committee to understand their fiduciary duties and StoneStreet Advisor Group can educate the members on how to manage those obligations.
  • Vendor search, selection and monitoring
    Our extensive knowledge and expertise in retirement plan services can help you evaluate your plan’s service providers for effectiveness and cost efficiency. As plan fiduciaries, you are responsible for ongoing monitoring of vendor relationships as one of your fiduciary duties, a responsibility you may delegate to us. We can also assist in searching for new service providers, negotiating with existing service providers, and developing RFPs.
  • Expense analysis and benchmarking
    Do you know if the fees you are paying to your investment and service providers are above average? We can compare your plan's expenses to industry norms. If you are paying too much, we can represent you in the negotiation of fees and, if necessary, develop recommendations for more cost-efficient providers.
  • Plan design, review and monitoring
    Keeping up with changes in the retirement plan industry can be daunting. Our job is to keep you informed of changes in legislation, best practices and industry regulation so you can review any impact they may have on your plan. We can also assist with plan compliance and perform essential ongoing review of your plan.
  • Participant enrollment and education
    The best measure of the success of your retirement plan is how well it helps your employees prepare for retirement. Increasing plan utilization helps you address your fiduciary responsibilities while also helping your participants get “retirement ready.” To gauge how your plan measures up, we can perform a comparative analysis to determine its competiveness and overall effectiveness. Employee education is a key element in empowering your participants to be better prepared for retirement. We can assist in the development of strategies to help drive participation, encourage healthy deferral rates and drive overall appreciation for the plan.

Sponsoring a successful retirement plan is an ongoing commitment. Helping your employees become financially healthy can make a real and lasting difference in their lives. Studies have shown a correlation between financial wellness and overall wellness, so it’s important to offer your participants the right tools, education and resources. We can help you maximize your plan design and investment offerings so your employees can participate in their retirement planning with confidence.


Financial Wellness

By offering your employees a financial wellness program that looks at their entire financial picture, you provide a powerful benefit for their well-being and your organization’s bottom line. A recent survey by the Employee Benefit Research Institute* reveals what weighs on employees’ minds when it comes to finances—and how that may impact your organization:

  • 32% of Gen X employees report that issues with personal finances distract them at work
  • 59% of workers save less than they know they should because of day-to-day expenses and debt
  • 19% of employees admit that personal finances distract them at work for 5 hours or more per week

StoneStreet Advisor Group offers financial wellness consulting to help design a strategic program aimed at improving your employees’ financial health. It’s crucial to design the right plan and promote it effectively to your employees so the level of engagement is high. Our financial wellness consultants stay abreast of the latest developments and options available in the financial wellness field. Each program we design is tailored specifically to your needs and the needs of your employees.

*Source : www. Issue Brief • March 2014; PWC employee financial wellness survey June 2013

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through StoneStreet Advisor Group, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Illinois, Massachusetts, Maryland, Maine, New Jersey, New York, Pennsylvania and registered as IAR in New Jersey, New York.