Plan Sponsor Resources

At the Capstone Financial Group, our dedicated and experienced team of retirement plan professionals are our clients' best resource. Contact our plan specialists with any plan-related questions you may have:

Birmingham, AL:  (866) 747-3223 / (205) 444-5577 

Mobile, AL :  (251) 210-2670

Gulf Shores, AL:  (251) 424-7559 

Interested in the latest retirement plan news? Below are links to a number of retirement plan-related resources:

PLANSPONSOR: PLANSPONSOR provides comprehensive news and commerce services dedicated solely to helping employers and financial professional navigate the complex world of retirement plans and benefit programs on behalf of their employees or clients. 

Plan Sponsor Council of America (PSCA): The PSCA is a non-profit trade association supporting employer-sponsored retirement plans.  For more than 60 years, PSCA has dedicated itself to serving the evolving needs of Defined Contribution (DC) plan sponsors who seek an unbiased source of industry information, education programs, and regulatory updates.  

Meeting Fiduciary Responsibility:  To meet their responsibilities as plan sponsors, employers need to understand some basic rules, specifically the Employee Retirement Income Security Act (ERISA). ERISA sets standards of conduct for those who manage an employee benefit plan and its assets (called fiduciaries). Meeting Your Fiduciary Responsibilities, developed by the U.S. Department of Labor (DOL), provides a simplified overview of the basic fiduciary responsibilities applicable to retirement plans under the law. 

Understanding Retirement Plan Fees & Expenses: ERISA requires that fiduciaries carry out their responsibilities prudently and solely in the interest of the plan's participants and beneficiaries. Among other duties, fiduciaries have a responsibility to ensure that the services provided to their plan are necessary and that the cost of those services is reasonable. This booklet, developed by the DOL, provides a simplified explanation of plan and investment fees.  It is designed to help retirement plan sponsors better understand and evaluate their plan's fees and expenses.  

Contributions Limit Table: Each year, IRS regulations dictate the maximum contributions that can be made to qualified retirement plans. View an up to date table of this year's limits. 
 

PLEASE NOTE:  The information being provided is strictly as a courtesy. When you link to any of these Web sites provided here, you are leaving this site. The Capstone Financial Group makes no representation as to the completeness or accuracy of information provided at these sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.  When you access one of these sites, you assume total responsibility and risk for your use of the sites you are linking to.