Seize and secure 401(k) opportunities with a trusted
3(38) solution.
Introducing Chairvolotti Advisor Assist. The Elite 3(38) solution that goes way beyond fiduciary protection.
Elite 3(38)
Handcrafted Models
+ Investment Advice
Advisor Assist
Partner Program
As a Banker, Broker-Dealer or CPA Firm, does this sound familiar?
- When those big plan opportunities arise, you don’t have a trusted 3(38) solution that adds value to the relationship
- You need to outsource 3(38) fiduciary risk but don’t have a solution that helps your small business owner clients
- Your value to the plan gets lost in a spreadsheet
There’s a small number of advisors who can act as the fiduciary on the retirement plans you service. Most institutional 3(38) providers don’t go beyond providing plain vanilla lineups. Leaving you without a trusted, high-touch service and solution for your clients.
Until now.
Show your plan advisors
and sponsors the new
model for success.
Introduce your Plan Advisors and Business Owner clients to the Chairvolotti Advisor Assist platform that will unleash a new level of efficiency, productivity and wealth for the whole retirement plan industry.
Elite 3(38)
Investment Fiduciary
CEFEX-Certified ERISA Investment Management & Fiduciary Services
Handcrafted Models
+ Investment Advice
Bringing Private Wealth Investment Strategy to Retirement Plans
Advisor Assist
Partner Program
Empowering Advisors to Deliver World-Class Plans
Custom lineups tailored from broad investment options and data-driven research
Participant-focused alternative to plain vanilla lineups from limited options
Liability protection beyond the Fiduciary Score
Fee: 0.05% (5 bps)
Custom, actively-managed, risk-based (not age-based!) asset allocation models
Quarterly advice to take advantage of trends and add valuable service to participants
Get participants in the right funds in a moving market with real potential to outperform
Fee: 0.20% (20 bps)
Advanced technology and expert guidance to win plans and manage them efficiently
Easy enrollment, education and content creation allowing advisors to focus on growth
A process-driven system for advisors to create a Rollover Machine and Retirement to Wealth Success
Fee: From 0.05% (5 bps) to 0.25% (25 bps)
Show your plan advisors
and sponsors the new
model for success.
Introduce your Plan Advisors and Business Owner clients to the Chairvolotti Advisor Assist platform that will unleash a new level of efficiency, productivity and wealth for the whole retirement plan industry.
Elite 3(38)
Investment Fiduciary
CEFEX-Certified ERISA Investment Management & Fiduciary Services
Custom lineups tailored from broad investment options and data-driven research
Participant-focused alternative to plain vanilla lineups from limited options
Liability protection beyond the Fiduciary Score
Fee: 0.05% (5 bps)
Handcrafted Models
+ Investment Advice
Bringing Private Wealth Investment Strategy to Retirement Plans
Custom, actively-managed, risk-based (not age-based!) asset allocation models
Quarterly advice to take advantage of trends and add valuable service to participants
Get participants in the right funds in a moving market with real potential to outperform
Fee: 0.20% (20 bps)
Advisor Assist
Partner Program
Empowering Advisors to Deliver World-Class Plans
Advanced technology and expert guidance to win plans and manage them efficiently
Easy enrollment, education and content creation allowing advisors to focus on growth
A process-driven system for advisors to create a Rollover Machine and Retirement to Wealth Success
Fee: From 0.05% (5 bps) to 0.25% (25 bps)
When advisors and business
owners do better, you do better.
Secure your place in the plan.
Chairvolotti Elite 3(38) and Handcrafted Investment models bring real private wealth investment management to 401(k) participants.
Outsource your risk, bring in more value.
Chairvolotti Advisor Assist goes beyond ordinary 3(38) and makes advisors more efficient, with advanced technology, streamlined processes and real, direct support.
Don’t limit opportunities, expand them.
The knowledge and resources that Chairvolotti brings to your plan advisors and sponsors helps them identify more opportunities, sell more plans, and retain more plans.
CPAs - help your business owners.
CPAs are the ears of the business owner. When they raise concerns about their retirement plan, Chairvilotti can come in and help allay some of those concerns.
"This is about doing the right thing for participants. The beauty is that it creates more wealth for the whole retirement plan industry.”
— Ed Chairvolotti
Founder & CEO
Chairvolotti Financial
By Advisors. For Advisors.
A Trusted 401(k) Resource for Broker-Dealers, Bank Channel, and CPA Firms
Chairvolotti Financial mastered the model of Retirement Plan to Wealth for advisors. Now, we partner with the players behind the plans to build a comprehensive retirement plan solution that benefits everyone in the relationship.
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- An experienced business-building partner for Advisors to lean on, who speaks their language
- A single point of contact providing unmatched access, service and support
- Industry-best technology and tools to fill their internal gaps and free them to build their business
- All for about the same price as institutional 3(38)s that merely create plain vanilla lineups