CLEAR, EASY & EFFECTIVE
ClearPoint Financial Partners
ClearPoint Financial Partners (CPFP) works with employers to create more effective retirement plans. 401k's and similar plans have become complex for employers to manage and often have hidden or confusing fees that eat away at employee savings. CPFP identifies and renegotiates hidden fees, sparks employee participation, works side-by-side with employers to fulfill fiduciary duties and keep the plan running smoothly.
Employer Services
We bring over 27 years of institutional experience to create retirement plans that become a strategic employee benefit for your organization. Our expertise ranges from fee negotiation to fiduciary best practices, fund analysis to employee education and advice.
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Fee Benchmarking - uncover hidden and confusing plan fees
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Fiduciary Plan Reviews - lead a recurring and prudent plan review process
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Employee Communication - spark employee participation and retirement readiness
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Impact RetirementTM - align assets with employer and employee values
Employee Services
We develop thoughtful communication programs that focus on the long-term financial well being of your employees. From group information sessions to personalized planning and advice, ClearPoint Financial Partners works to increase participation, retirement readiness and employee appreciation of your plan.
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Risk Tolerance Review - identify employee feelings about risk and investment objectives
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Portfolio Allocation - recommend a portfolio that considers risk tolerance and retirement goals
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Employee Communication - spark employee participation and retirement readiness
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Retirement Income Projection - show employees future assets and income that can be expected from their accounts
OUR APPROACH
We implement a comprehensive strategy that considers the variety of components that make up your retirement plan. These include investments, fees, fiduciary best practices, plan design, employee communication and record keeper selection. Our job is to understand each of these areas and their impact on your plan. We then oversee a strategy that allows you to offer a great retirement plan while focusing on your business.
WEBINARS
We deliver live and pre-recorded content to keep employees informed about their plans.
Webinars vary to address issues relevant to the times and can include topics like market volatility, retirement savings strategies, creating diversified portfolios and a variety of financial wellness topics.
