Cornerstone Group’s Jim Sampson Named to PLANADVISER’s 2014 Top 100 Retirement Plan Advisers List

WARWICK, RI –  Cornerstone Group, a Warwick-based benefit advisory firm, announced today that Jim Sampson, Managing Principal of Cornerstone Retirement Advisors, has been named one of PLANADVISER’s 2014 Top 100 Retirement Plan Advisers. This is the third year in a row that Sampson has been named to the annual list from PLANADVISER, a leading financial industry publication.

PLANADVISER’s 2014 Top 100 Retirement Plan Advisers recognizes outstanding individuals, teams and multi-office teams according to a variety of quantitative measures, including the dollar value of qualified plan assets under advisement (AUA) as well as the number of plans under advisement. It also draws attention to those who have at least 20 percent of their practice focused on 403(b) plans, 457 plans, defined benefit plans (DB), or non-qualified plans.

“Jim’s commitment to excellence and his demonstrated merit in supporting the retirement plan needs of his clients and their employees has distinguished him as a leader in his industry,” said Robert Calise, Principal of Cornerstone Group. “We congratulate Jim on receiving this important industry recognition and are proud to support his continued success.”

“I am honored to be named by PLANADVISER as one of the nation’s top 100 retirement plan advisors,” said Sampson. “Cornerstone Retirement Advisors is committed to helping our clients pursue their financial goals, and a successful retirement plan is a vital component of everyone’s financial health. We look forward to continuing to provide unbiased advice and outstanding service to plan sponsors and their employees, and are grateful for their ongoing trust in us.”

About Cornerstone Group

Founded in 1993, the Cornerstone Group has forged a reputation as a leading benefits advisory firm, serving more than 1,500 employers nationwide. As its clients’ needs have changed over the years, Cornerstone has evolved to meet them with an expanding selection of services designed to address all aspects of employee management. From benefits advisory, payroll services and human resource consulting, to compliance advice and retirement solutions, Cornerstone’s rapid but measured growth results from the expansion of core services clients want and expect from a full-service advisory firm.

About Cornerstone Retirement Advisors

Based in Warwick, Rhode Island, Cornerstone Retirement Advisors provides retirement plan consulting and advisory services for small- and mid-sized companies’ 401(k), 403(b) and profit-sharing plans. The firm’s trademarked six-step process helps clients manage their fiduciary responsibilities and engages their employees, motivating them to take control of their retirement.

Securities and Retirement Plan Consulting Services advisory services offered through LPL Financial, Member FINRA/SIPC. Other Investment Advisory services offered through Independent Financial Partners, a Registered Investment Advisor. Cornerstone Group, Cornerstone Retirement Advisors and Independent Financial Partners are separate entities from LPL Financial.

PLANADVISER is not affiliated with LPL Financial.

Leave a comment

  • Polls

    Where does most of your new business come from?

    View Results

    Loading ... Loading ...