Broker Check

Corporate Retirement Plans

With new legislation and requirements, retirement plans are becoming increasingly complex to administer and more is being required from financial advisors. RedStone Advisors is perfectly positioned to cater to the needs of businesses that require extensive knowledge of retirement plans. RedStone Advisors has established service models for retirement plans that have been proven over many years to be successful and competitive.

RedStone Advisors is not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Fiduciary Support

  • Minimize and clarify plan costs
  • Implement fiduciary best practices & training
  • Monitor and benchmark service providers
  • Streamlining plan administration
  • Online document storage Vault

Plan Design

  • Proprietary Plan Health analysis
  • Optimize design based on goals and demographics
  • Automating plan features
  • Increasing employee participation and deferral levels
  • Maximizing employer plan contribution deduction limits
  • Proprietary Plan RFP provider analysis
  • Executive benefit strategies

Financial Wellness

  • Personal Financial Portal with Gap/Needs Analysis
  • Toll-Free bilingual participant call center
  • Direct employee education strategies
  • Educational Webinars
  • Online education center
  • Social media
  • Group educational seminars
  • One-on-one employee consultations
  • Employee transition consultations

Investment Services

  • Outcomes based investment philosophy
  • Focus on performance consistency, investment expense and risk mitigation
  • Comprehensive Pass/Fail/Replace methodology
  • Investment Policy Statement preparation and support
  • Quarterly investment monitoring and review
  • Comprehensive fiduciary documentation
  • Acknowledge ERISA 3(21) or 3(38) investment fiduciary status in writing