401k Pilot - What We're About:
In response to seeing corporate and nonprofit employees' frustrations in deciphering the details associated with their 401(k) or 403(b) plans handed down from their corporate employers, CPAlliance developed our 401(k) Pilot program. For those employees of corporations and nonprofit organizations who participate in their employer's self-directed 401(k) / 403(b) plans, but are overwhelmed with making their own investment selections or other choices, our 401(k) Pilot division allows our professionals to manage the individual employee's retirement account online while the assets remain with their employer's custodian.
In short, we help employees navigate through their 401k investment options to provide a solution to their retirement confusion.
We are available to corporate and nonprofit employers to make no-cost educational presentations to their employees covering relevant topics of retirement plans and investment options.
If you are an employer interested in having us make an educational presentation to your employees, please call Peter Golotko at (863) 688-1725 in the Lakeland area, or Toll-Free at (877) 564-6277, or by email:
pgolotko@cpalliance.com