CoPilot Individual(k) featuring American Funds: Streamlined Solutions for Advisors
Explore how CoPilot Individual(k) with American Funds gives you a turnkey retirement solution tailored for owner-only clients. With no asset minimums, transparent pricing, and a professionally managed investment lineup, this plan makes it easy to offer a high-quality 401(k) option while reducing the administrative lift in your practice.
Key Points
- No Minimum Requirements: There are no asset or employee minimums to open a CoPilot Individual(k), giving you greater flexibility to serve owner-only clients of any size.
- Curated Fund Lineup: American Funds provides a professionally monitored investment menu, helping you offer a strong investment lineup without increasing your workload.
- Streamlined Administration: Ascensus handles plan documents, contributions, distributions, and recordkeeping, reducing administrative demands and giving you more time to focus on advising clients.