CoPilot Individual(k) featuring American Funds: Benefits for Small Business Clients
Use this resource to help small business clients understand the value of CoPilot Individual(k) with American Funds. With a curated investment lineup, transparent pricing, and streamlined administration, this overview explains how the plan works and why it may be a good fit for owner-only businesses looking for a professionally supported retirement plan.
Key Points
- Curated Investment Menu: American Funds provides a professionally monitored fund lineup, offering a high-quality investment menu without requiring clients to select or monitor funds on their own.
- Easy Plan Administration: Ascensus manages plan documents, contributions, distributions, and recordkeeping—reducing the administrative responsibilities for small business owners.
- Built for Owner-Only Businesses: This plan is tailored for self-employed individuals and owner-only businesses who want a straightforward retirement plan option.