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Category: Uncategorized

August 16th, 2016

Recent Retirement Plan Law Suits Focus Plan Sponsor Attention on Fees

In a recent lawsuit, Danberg v. LaMettry’s Collision, Inc., the plaintiffs argue that the plan, despite only having $9 million in assets, still has the ability to negotiate lower fees. It is argued that the plan used higher priced retail share mutual funds when lower priced institutional class funds were available. They claim plan fiduciaries […]

July 1st, 2016

Puerto Rico Enters New Financial Era

Puerto Rico enters a new financial era following a historic default as it prepares for the implementation of a federal oversight board that will have control over the island’s dire finances and provide room to ease a crushing debt burden. http://tinyurl.com/gw843xk

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 401N
Falls Church, VA 22043
Tel: 703.291.8200
Fax: 202.747.5267
Email:
info@capstoneRG.com

Investor Disclosures https://bit.ly/KF-Disclosures

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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.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.