Retirement Plan Services

From the beginning, our vision has been to create the premier retirement plan consulting firm – one that understands and supports the unique needs of plan sponsors and the select group of advisors serving them. We have achieved this goal by attracting the most experienced people in the industry and supporting our clients with unrivaled resources.

Clearpoint Financial utilizes a strategic approach to help clients manage all aspects of their retirement plan. We first benchmark the plan to determine its competitiveness from an administrative, investment and expense perspective. We also establish a due diligence process to control and document fiduciary activities, determine appropriate investment alternatives and develop employee communication programs around specific success parameters.