

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

PLAN DESIGN
We design custom plans that fit your company's goals, reduce compliance risk, and get employees excited about retirement.
We design plans tailored to your business structure, budget, and retirement goals. No cookie-cutter solutions.
We handle all the technical setup so you don't have to. Your plan launches smoothly with zero disruption.
Complete, accurate plan documents protect you. We ensure everything meets IRS rules and stays current with law changes.
After launch, we stay on top of updates, regulatory changes, and plan administration so your business doesn't have to.
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.
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

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.