Custom Tailored
Back-Office Support for Pension Professionals

Pension Actuaries  •  TPAs

Let our back-office experts custom tailor an offshore team so that you can focus on delivering more client-facing value to your clients.

 

Get a Free No-Obligation Quote

Call us at (413) 930-1674 or use the form below.

What is the sum of 9 and 5?

What We Do

Full Cycle Plan Admin

DB, DC, combo plans

Compliance & Testing

401(k), Form 5500, RMDs

Valuations & Calculations

High precision DB/DC contribution calculations and valuations

Onboarding Made Easy
No minimums, simple hand-off

Everyone does DC plans (we do them too!) but DB and Cash Balance valuations are our speciality. Our offshore DB team is trained and overseen by Enrolled Actuaries here in the U.S.

Human-Focused, Always

You’ll work with real people who care about your success. Our onboarding is quick, the communication clear, and our long-term clients tell us we’re one of the easiest teams they have ever worked with!

What Sets Us Apart TPA Stack Others
Over 50% ASPPA Credentialed
Staff (QKA, QPA, etc.)
DB/Cash Balance Expertise
Peer Reviewed, High Quality
Work Product
Near 24/7 Global Team
Scalable to your Demand
Flexible and Low-Cost
Pricing Terms

Use Our Team for as Much as You Need

Be Up & Running in a Week!

Our onboarding team will walk you through the initial setup (service agreement, fee schedule, payment arrangements). There are no minimum commitments – just use our team for as much as you need. Our bet is that you’ll love our service as much as our other clients and keep us super busy!

Review and accept our super simple fee schedule and service agreement

Designate a responsible person to own the back-office relationship

Provide access to your network to our back-office team

Track workflow
Implement a simple workflow tracker (Excel works just fine!)

Let the magic unfold - Your satisfaction is guaranteed!

Contact Us

(413) 930-1674

Typical & General Services

Work Task Estimated Turnaround
Full Plan Valuation (including Form 5500-SF, 8955 SSA) 1- 5 business days
Census Scrubbing and Contribution Reconciliation 1 -2 business days
Trust Reconciliation 1-2 business days
Preparing Contribution Scenario - Cross-tested 1 business day
Compliance Testing 1 business day
Form 5500 - SF 1 business day
Audit Form 5500 with Sch H and C 1 business day
Payroll Contribution Processing 1 business day
Distribution 1 business day
Loan 1 business day
RMD (Required Minimum Distribution) 1 business day
Plan Documents 1 business day
Plan Amendments 1 business day
Form 5330/Lost Earning Calculations 1 business day

Cornerstone Global Partners was formed out of a desire to share within the pension industry, the dramatic gains in efficiency, effectiveness and consistency in quality that was experienced by our partners.

Charan Singh

Executive VP, Business Development

Charan Singh is a seasoned executive in the retirement plan industry with over 25 years of experience in pension administration, actuarial services, and operational strategy. Previously, Charan held leadership roles at Motion Picture Industry Pension & Health Plans, United Retirement Plan Consultants and Union Bank of California, specializing in business process optimization, plan compliance, and client service enhancement. Charan also serves as a Part-Time Lecturer at CSU, Long Beach, where he teaches and mentors MBA students in corporate finance, investments and pension planning. He holds an MBA in Finance from CSULB, and M.A. in Mathematics from ASU.

Charan reads almost too much sci-fi, while also enjoying international travels and local hiking with his wife (and sometimes his adult kids) in the mountains around Los Angeles.

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