Deliver world-class 401(k) plans to build your private wealth business.

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The most comprehensive 401(k) Partner Solution

Expert advisory support. An amazing suite of tools.
To better serve your clients who want to take better care of their people.

Schedule a Call.
See How It Works.

Already doing 401(k) but with challenges?

Retirement plans can be a heavy lift. You can only handle so much on your own.

  • About to lose a Plan? Not sure why?

  • Losing rollovers to recordkeepers?

  • Need help locking down your current plans?

  • Trouble keeping up and keeping track of fiduciary responsibilities?

  • Failing testing or Fiduciary scores?

Not doing 401(k) but ready to start?

CF Advisor Assist is the comprehensive 401(k) Partner Solution to help you launch with success.

  • Looking for new paths to growth and client engagement?

  • Want to take advantage of the significant opportunities of 401(k)?

  • Don't have an answer for "Can you look at my 401(k)?"

  • Doing 401(k) seems too complex, too much?

Leverage the growing
401(k) market to grow your business.

 

Edward Chairvolotti
MBA, AIF®, CEFEX

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Andrew Harper
CRPS®

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CEFEX
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Partner with two mission-driven retirement plan pros who will help you:

  • Diversify your revenue streams.

  • Enhance client loyalty.

  • Stand out in a competitive market.

  • Deliver excellent plans that make a difference.

It's your relationship.

We're here to share our 401(k) expertise to help you build your business. 

We've achieved 401(k) business building success. Now we've created CF Advisor Assist to build our mission-driven business of helping advisors do the same.

Sure, 401(k) is a challenge for private wealth advisors to launch, build and run successfully. But those who do are building a better business.

Who's out there to help you build it? CF Advisor Assist is an experienced business-building partner to lean on, even go in the trenches with you. Plus the key 401(k) resources and tools to fill your internal gaps.

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The most comprehensive
401(k) Partner Solution for advisors

Keep doing what you do best - building your firm. Leverage the CF Advisor Assist team and tools to help you with everything else to build and deliver world-class retirement plans.

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401(k) Business Building

  • Advanced Plan Design & Strategy
  • State of the Art Lead Generation
  • Comprehensive Prospecting Assistance & Sales Calls
  • Benchmarking to Ensure Market Competitiveness
     

401(k) Plan Management

  • Active, Optimized Investment Selection & Monitoring
  • Full 3(38) Fiduciary Protection & Governance
  • Full-Service Enrollment, Onboarding, Education & Reviews
  • Ongoing Operations & HR Support 

Win RFPs. Wow Clients.

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ADVANCED PLAN DESIGN AND STRATEGY

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Retirement plans are not one-size-fits-all.

  • Your clients need an experienced guide who knows all the advanced retirement plan options.

  • Cash-balance plans, Profit-sharing, PEPs and MEPs - 401(k) is not the only retirement plan solution.

CF Advisor Assist's advanced plan design and strategy helps you:

  • Have the right conversations with your clients.

  • Block competition and win RFPs.

  • Deliver customized, needs-based retirement plans that make a difference for your clients and their participants.

 

Close that back door to losing rollovers.

Be the first to know when participants retire. 

  • Top technology and 401(k) prospecting software.

  • Identify and engage terminated participants even before the recordkeeper.

  • See an aggregated view of participant accounts outside 401(k) to expand rollover opportunities.

  • Generate personalized participant "Rollover Scores" to predict rolling assets into IRA versus cashing out.

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STATE-OF-THE-ART LEAD GENERATION

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Create outcomes that make a difference.

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ACTIVE, OPTIMIZED INVESTMENT SELECTION AND MONITORING

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Better care and Outcomes for Plan Participants is our shared mission.

3(38) discretionary investment managers are relatively easy to find, and mostly deliver plain vanilla lineups. CF Advisor Assist's Custom, Risk-Based Allocation Models give your clients a chance to outperform and grow their 401(k).

  • Managed Allocation Strategies

  • Daily observation and changes as market trends shift

  • Creation of four risk-based models

  • An investment lineup replacement of funds to ensure strong fiduciary score

Ready to Build Your World-Class 401(k) Business?

Let us show you how easy it can be.

1

Schedule a How it Works Call

2

Design our
Partnership

3

Create the 
Plans

4

Deliver World-Class
Retirement Plans

Schedule a Call.
See How It Works.
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