Championing Retirement Plan Success
Plan sponsors strive to protect and bolster the long-term financial well-being of their employees with thoughtful, prudent retirement plans. In fact, plan sponsors have a fiduciary duty to their employees, putting their interests first. Imagine the value of sharing that responsibility with a team of advisors who have a passion for serving as a fiduciary, offer sensible investing and saving strategies, educate employees, and help them plan their best retirement path.
What You May Be Thinking
How can a plan advisor assist my company in fulfilling its duty as a fiduciary and delivering transparency to my participants?
What assistance will my company receive when working with various third-party providers?
What type of educational opportunities are available for both my company as a fiduciary and for our plan participants?
How Your Team Helps
We measure our success by how we improve outcomes for participants of your retirement plan. Our team brings years of industry experience to your side and provides everything you need, so you can focus on your clients and be assured their retirement plan is in good hands. We do this by:
- Serving as the plan’s 3 (38) investment manager, ensuring your plan is administered and operated in a way that brings you peace of mind and reduces liability.
- Delivering a proactive educational program designed to help participants set goals, choose an appropriate savings rate and elect their investment portfolio.
- Leveraging our partnerships with trusted providers – recordkeepers, third-party administrators, custodians and actuaries – on behalf of your plan participants.
- Connecting one-on-one with participants who desire guidance regarding their account or other financial matters.
- Monitoring these third-party providers and benchmarking their services and fees.
- Providing transparency by using funds free of commissions and revenue sharing, and charging a clearly stated fee to mitigate conflicts of interest.
- Achieving desired participant engagement through educational resources and opportunities.
- Educating you on your role as a fiduciary and helping you manage the accompanying responsibilities.
Please note that the information presented in this material is for general purposes only and should not be acted upon without first seeking professional advice. This material has been authorized by Focus Partners Advisor Solutions (FPAS), and CLF makes no representation or warranty regarding the accuracy of the information provided. It is being used with permission and was originally published by FPAS.
Copper Leaf Financial has established key strategic partnerships with elite financial industry leaders including FPAS. These alliances put us in the optimum position to help clients reach their personal and financial goals while retaining our independence. We are truly independent fiduciaries offering high-level services without being accountable to a large parent corporation unlike many of our competitors who attempt to pick stocks and outsmart the market. As a member of FPAS network of more than 140 independent wealth management firms we have strengthened our ability to help clients make the best decisions by providing them with ideas, insights, and intelligence from industry thought leaders. Through our strategic partnerships we are in a unique position to deliver comprehensive solutions to our clients. This is true wealth management.
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