An Easy 401(k) Solution that
Works for Employers and Employees
CLEAR Retirement 401(k) | Employer Highlights:
Lower Cost
The Clear Retirement 401(k) uses a group funding arrangement that leverages multiple plans to negotiate lower fees. The result is lower fees for employers and employees, allowing small and mid sized employers to offer a retirement plan similar to those offered by larger organizations.
Less Administrative Work
A 3(16) administrator takes over many of the day-to-day responsibilities for the plan, including: loans, hardships, termination distributions, form 5500 filing, ADP/ACP testing, top-heavy testing and maintaining plan documents.
Professional Investment Monitoring
ClearPoint Financial Partners acts as a 3(38) fiduciary for selecting, monitoring and maintaining the plan's investment portfolio. The portfolio includes low cost index funds, a variety of name brand active managers, a target-date series and a suite of ESG focused funds.
Custom 401k Websites (www.YourCompany401k.com)
A custom 401k website brands the retirement for your organization, creating more visibility and control over employee messaging. The custom website also allows content specific to your plan, like ESG investments, upcoming retirement meetings, retirement advice services and financial wellness programs. Click here to learn more.