Financial advisor reviewing retirement plan documents with client
Close-up of retirement plan documentation and analysis

401(k) Plans Built for Your Business

We design, manage, and support retirement plans so your team can focus on what matters. Expert guidance from Sterling Heights.

401(k) plan management

PLAN DESIGN

Build a 401(k) That Works For Your Business

We design custom plans that fit your company's goals, reduce compliance risk, and get employees excited about retirement.

Custom Plan Development

We design plans tailored to your business structure, budget, and retirement goals. No cookie-cutter solutions.

Implementation & Setup

We handle all the technical setup so you don't have to. Your plan launches smoothly with zero disruption.

Plan Documentation

Complete, accurate plan documents protect you. We ensure everything meets IRS rules and stays current with law changes.

Ongoing Plan Management

After launch, we stay on top of updates, regulatory changes, and plan administration so your business doesn't have to.

Compliance support

Keep your plan compliant without the headaches

We handle plan documentation, regulatory updates, and filing requirements so you don't have to. Our compliance support keeps your 401(k) audit-ready and fully compliant with IRS regulations and Department of Labor standards.

Proven Results

Plans that work. Participants who save.

Real outcomes from Stonecrest Advisors' 401(k) plans: higher participation, stronger savings, and confident sponsors.

85%+

Average plan participation

High participation rates in Stonecrest Advisors' 401(k) plans

$45K

Average participant savings

Substantial average savings per participant in Stonecrest Advisors' plans

100%

Compliance maintenance

Stonecrest Advisors maintains 100% compliance for all plans

50+

Plans under management

Stonecrest Advisors manages over 50 plans, ensuring expert guidance

Questions about our services

Let's build your best plan, together

Schedule a free consultation with Stonecrest Advisors. We'll show you how to design and manage a 401(k) that works for your business and employees.