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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 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.