In a Meeting
CLEARPOINT FINANCIAL PARTNERS

CLEAR, EASY & EFFECTIVE

Creating retirement plans that get employees closer to retirement readiness, reduce administrative hassle and protect fiduciaries

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.

 
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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.

  • Fee Benchmarking - uncover hidden and confusing plan fees 

  • Fiduciary Plan Reviews - lead a recurring and prudent plan review process

  • Employee Communication - spark employee participation and retirement readiness

  • 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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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, their impact on your plan. We then oversee a strategy that allows you to offer a great plan while focusing on your business.

  • FIND AND LOWER HIDDEN AND CONFUSING FEES

    We identify and explain the fees in your retirement plan and determine if they are fair and reasonable. Total fee transparency often results in significant reductions, most of which come from employee accounts.

    Lower fees for employees means more of their assets stay in their account working for their retirement.

  • PROVIDE EMPLOYEES RETIREMENT PLANNING ADVICE

    Planning for retirement can be overwhelming for many employees. ClearPoint Financial Partners provides tailored advice on how much to save and how to invest retirement assets.

    Taking the guesswork out of retirement planning gives employees confidence about their financial future.

  • IMPLEMENT A FIDUCIARY GOVERNANCE PROCESS

    Employers have many responsibilities when it comes to retirement plans including benchmarking fees, monitoring investments, ensuring plan compliance and educating employees.

    We implement a prudent review process that allows employers to feel confident in meeting fiduciary duties so that they can focus on running their organization.

 
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.

Modern Office

Park and Elm Investment Advisers LLC is a registered investment adviser in the State of Indiana and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Park and Elm Investment Advisers LLC is doing business as ClearPoint Financial Partners.

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