CoPilot 3(38) Individual(k)
CoPilot 3(38) Individual(k)™ is built for advisors who want to offer streamlined, owner-only 401(k) plans without the administrative burden. With integrated fiduciary oversight, recordkeeping, and plan support, you can deliver a compliant, low-maintenance solution that meets the needs of self-employed clients while helping you grow your practice with confidence.
Streamline plan management with CoPilot Individual(k)
Designed with advisors in mind, CoPilot Individual(k) delivers the tools, automation, and support you need to serve clients efficiently.
Automated administration
CoPilot handles recordkeeping, contributions, loans, and distributions so you can focus on advising clients and growing your business.
Tailored investment lineups
Choose from expertly managed fund options like fee-based passive, hybrid, or commission-based to align with your business model.
Built-in fiduciary support
Reduce your fiduciary liability and offer peace of mind to clients while delivering a compliant, professionally managed solution.
Seamless participant onboarding
Easily onboard new clients with guided support and digital tools, such as the READYSAVE™ app and My Forecast for participants.
CoPilot Individual(k) Investment Lineups
Passive fund lineup
A diversified lineup of passively managed funds designed to track market benchmarks.
Hybrid fund lineup
A blend of passive and actively managed funds, overseen by a professional portfolio manager.
25 bps fund lineup
A compensation-based lineup combining passive and active funds with a 25 bps advisor fee structure.
50 bps fund lineup
A compensation-based lineup combining passive and active funds with a 50 bps advisor fee structure.
CoPilot Individual(k) Advisor Resources
Get the insights and materials to help you position CoPilot Individual(k) as a smart, scalable solution for owner-only plans.
