CoPilot was designed with professionally managed investment portfolios that protect the plan sponsor. There are over 30,000 investments to choose from, your client can't be an expert on all of them. With CoPilot, they don't have to be. Included in the service is a named Investment Fiduciary who engages and monitors a professional investment manager, providing your client with two levels of fiduciary protection. Working with a financial advisor? No problem, but you don’t need to have an advisor to set up CoPilot.
The CoPilot retirement service monitors participant performance and alerts participants to events that could potentially impact their years of retirement. eRIA's team of licensed advisors will walk your client and their employees through the options and answer any questions they may have.