CLEAR RetirementTM
401(k) Plans that WorkTM
Investments
The Clear Retirement 401(k) offers a pre-screened investment portfolio that includes low cost index funds, name brand active managers, a target-date series and suite of ESG focused portfolios.
ClearPoint Financial Partners acts as a 3(38) fiduciary, taking responsibility for maintaining the plan's investment portfolio.
Fees
The Clear Retirement 401(k) negotiates group pricing, resulting in lower fees for employers and employees.
Lower administration & record keeping fees means more employers can afford a plan. Lower asset charges for employees keeps more of their assets in the plan working for their retirement.
Service
The Clear Retirement 401(k) has a professional administrator, TAG Resources, that reduces the employer's work load.
TAG becomes the 3(16) administrator for the 401(k) plan, taking over much of the government required compliance work usually associated with sponsoring a 401(k) plan.