Comprehensive Consulting Services Include:

  • Self-Assessment of Fiduciary Excellence (SAFE) - A Questionnaire used to evaluate the fiduciary process of plan sponsors.

  • Consultant’s Review of Fiduciary Practices (CRFP) - A detailed ongoing form to review the fiduciary process of plan sponsors

  • 3rd Party Investment Review - a detailed review of the Plan’s investment options from a much deeper perspective than just fees and performance.

  • Participant Education - Enrollment, Education and Rollover seminars

  • Standardized Documents - Templates and forms to create individualized essential documents.

  • Continuing Education - Updates regarding Plan governance and compliance from our vast resources and team of fiduciary experts.

  • Fiduciary File - Templates and forms needed to stay compliant and achieve Fiduciary Excellence

  • Policies & Procedures Guide - A broad array of best practices and rules and regulations updated regularly.

  • Investment Policy Statement - Not a cookie cutter off the shelf document, this is customized to your specific plan


Cornerstone’s Chief Strategist, John Riley, has earned the designation of Accredited Investment Fiduciary (AIF). The designation is issued by fi360, the industry’s leading sources of insights, education, and advocacy on all aspects of fiduciary responsibility.

The Center for Fiduciary Studies is the standards-setting body of fi360 and has a team of investment professionals, attorneys, technologists, and educators that share a commitment to promoting fiduciary standards.

Only those who have earned the AIF® Designation are formally recognized by the Center for demonstrating a full understanding of how to implement those processes to help institutional clients fulfill their fiduciary obligations.


 
Name *
Name
 

AIF® Designees are able to use the knowledge and resources they have gained through their training to:

  • Evaluate your organization’s current fiduciary practices and recommend actions that address risk areas and help ensure compliance with applicable state and federal law

  • Create and maintain a comprehensive investment policy statement that documents all of the processes and procedures that will be used to manage your portfolio

  • Analyze and optimize your portfolio’s asset allocation strategy to better align with the plan or fund’s specific investment objective or the demographic needs of plan participants

  • Apply objective standards for evaluating and recommending appropriate investment options for your portfolio

  • Monitor and report on the performance of your portfolio and its underlying investments on an ongoing basis and recommending changes when necessary

  • Serve as a resource for education and assistance to help you understand and fulfill your fiduciary obligations with greater confidence