Stone Mountain Retirement Plan Advisors Careers in Pasadena, CA

Stone Mountain Retirement Plan Advisors, formerly Arizona 401(k) Plans, is the business retirement plans arm of the Steinberg Financial Group. 401(k) clients include many one person businesses as well as larger companies with more than one hundred employees. Clients are provided with comprehensive Investment Policy Statements drafted to meet the new regulations including 408(b)2 and 404(a)5 that are now being implemented, as well as comply with the existing safe harbor provisions of ERISA section 404(c), which grants liability protections to the company. . Services include reviewing plan investment options, building model portfolios qualifying as Qualified Default Investment Alternatives, compliance with section 404(c) and other purely consultative services on a flat fee or hourly basis. A complete 401(k) fee listing is available upon request. Asset Allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are risks involved wi