For Professionals

Professionals wishing to work with Limestone on a qualified plan should contact us as early as possible. We are available to assist Professionals in the sales process if they prefer to have expert help with the technical issues of qualified plans.

Because Limestone is independent, we work with plans that utilize nationally recognized 401(k) investment / record-keeping platforms as well as plans that are trustee-directed utilizing a variety of investment products. Our service model is flexible enough to adapt to virtually any approach.