About Capstone

About Capstone Retirement Group

Capstone Retirement Group is a professional retirement plan consulting practice, where our advisors help small, mid and large-sized companies establish and manage 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 help equip plan sponsors with effective tools to minimize their fiduciary liabilities, reduce fees and assist in improving retirement outcomes for plan participants.

52% of the estimated 315,000 retail investment advisors who support at least one 401(k) plan are “dabblers” with no more than 5% of their assets under management in a 401(k). On the other hand, 7% are heavy hitters in the 401(k) space, accounting for more 401(k) plans than the rest of their colleagues combined.

— 2012 survey, planadviser.com

About Capstone Retirement Group

Capstone Retirement Group is a professional retirement plan consulting practice. We partner with plan fiduciaries to help identify and implement the optimal retirement plan for their organization.

7777 Leesburg Pike, Ste 301N
Falls Church, VA 22043
Tel: 703.291.8200
Fax: 202.747.5267
Email:
info@capstoneRG.com

 

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FINRA’s BrokerCheck

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Capstone Retirement Group is not affiliated with Kestra IS or Kestra AS.