Outsourced 3(38) Investment Manager

ClearPoint Financial Partners (CPFP) acts as a 3(38) fiduciary in selecting, monitoring and maintaining the investment portfolio for the plan, allowing advisors to focus on servicing the employer and their employees.

• Create and maintain the plan's Investment Policy Statement (IPS)

• Quarterly portfolio reviews

• Coordination of required fund changes

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Advisor Support

A variety of resources and services are provided to advisors to assist in on-boarding new clients and servicing existing ones, including:

• Proposals

• Proposal presentation support

• Enrollment materials

• Enrollment presentation support

• Employee retirement advice support

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Scalable 401(k) Solution

The Clear Retirement 401(k) solution has been designed to make starting and maintaining a 401(k) easy. Outsourced investment management and administrative services reduce the burdens of running a retirement plan for both the employer and advisor. This turn-key 401(k) solution allows employers to focus on running their business and advisors to take on more clients without the assuming many of the fiduciary burdens of a typical 401(k) plan.

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