401-K Center

Who is Cornerstone Wealth Management

Cornerstone Wealth Management (CWM) is a Registered Investment Advisor through the state of
Colorado. Serving its clients since 2009, CWM delivers independent and innovative fiduciary services
to the broad spectrum of retirement plan sponsors. Powered by leading technology, institutionalcaliber
research, and a dedicated and experienced staff, CWM provides custom asset allocation
models, investment management, investment selection, monitoring, and reporting.

What is Cornerstone Fiduciary Solutions

Cornerstone Fiduciary Solutions is a turn-key fiduciary service developed to help plan sponsors
mitigate their fiduciary risk. As a plan sponsor you are required to navigate the landscape of available
investment managers, monitor plan investments, and more. In response to these needs, CWM offers
plan sponsors comprehensive ERISA 3(38) services.

It is a daunting task for plan sponsors to manage the legal and regulatory requirements that an ERISA
qualified retirement plan demands. By outsourcing certain fiduciary obligations and risk management,
Cornerstone is able to support and guide plan sponsors through the many regulatory and fiduciary
tasks that are involved in establishing, managing and monitoring the myriad of complicated
investment options.