Business Owner Retirement Plans
Business retirement plans are a specialty at Stone Ridge Advisors. We have 30 years of experience helping business owners and the self-employed choose and design the right plans to match their specific situations. We can diagnose problems with existing plans and get them working the way they should be. We have rescued 401(k)'s from Labor Department problems and helped non-profits improve their 403(b)’s.
If you are a business owner with a company plan, you have a fiduciary responsibility to the plan and its participants. This means that you are legally obligated to periodically conduct a fiduciary benchmarking review comparing your plan’s costs, investment options, and other features with what’s available. We will gladly conduct a thorough review of your business retirement plan and deliver our report at no cost and with no obligation.