CoPilot was designed with professionally managed investment portfolios that protect you, the plan sponsor. There are over 30,000 investments to choose from, you can't be an expert on all of them. With CoPilot, you don't have to be. Included in the service is a named Investment Fiduciary who engages and monitors a professional investment manager, providing you 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 you to events that could potentially impact your years of retirement. eRIA's team of licensed advisors will walk you and your employees through your options and answer any questions you may have.


Why set up an integrated 401(k)?

Watch below to uncover the benefits for both you, the business owner, as well as your employees.