Administrative Excellence
We're Built to Help.
Capstone Retirement Services, LLC provides services to more than 500 clients. We pride ourselves on professional excellence and are proud of our long standing reputation for providing efficient, accurate and affordable services to our clients.
We look forward to building a relationship with you and your employees.
Capstone Retirement Services LLC has provided Retirement Plan Services for over 40 years.
Offering an employer-sponsored retirement plan might seem overwhelming but we make it simple. We assist employers in the design, implementation, administration, and compliance, of a wide range of retirement plans. We will help you find the best solution for your business and your employees. We use our knowledge to custom tailor plans to maximize contributions and optimize tax strategies. With our years of experience in this industry, we have a great depth of understanding of qualified retirement plans.
We are committed to providing these services to our clients in a timely, accurate and cost-effective manner. Our service agreement openly discloses the fees we charge for each service and specifies who is responsible for those fees. We do not have any hidden or surprise fees.
We pride ourselves on the outstanding client relationships we have with our current clients and look forward to developing this same experience with you. When you are one of our clients our priority is to keep your plan fully compliant with the DOL\IRS regulations and to make sure you are receiving the best customer service a Third-Party Administrator can provide.
We understand the importance of keeping your sensitive data safe. We use ShareFile secure data management system to allow secure communication of sensitive data to our clients and contacts.