Optimizing Retirement Plan Offerings for Small Business Clients with CoPilot 401(k)
Explore how CoPilot 3(38) retirement plans can save you time and help grow your business with streamlined, transparent pricing and low-cost investment menus. Ascensus offers two CoPilot 401(k) retirement plans—traditional and Individual(k)™—that are cost-effective and ease the investment and administrative burden of managing a 401(k) plan.
Key Points
- Efficiency: CoPilot’s online setup and enrollment save time on administration tasks, allowing you to focus on consulting and growing your business.
- Risk Management: Utilize research-based tools and education backed by support specialists to simplify retirement planning for your clients.
- Financial Wellness: Offer your clients a holistic financial wellness program with personalized resources and virtual financial coaching to enhance their retirement planning experience.