Broker Check

Tools To Enhance Your Retirement Plan

401(k) SearchPro

SearchPro is a powerful research and consulting tool aimed at creating transparency, extracting better pricing, enhancing services from the candidate providers, and empowering your retirement plan committee. This tool gives you invaluable insights into your plan providers’ products, services and costs.


Rollover Systems enables automated rollover and distribution options for retirement plans. The tool saves time while managing liability and administration expense.

Investment Monitoring

Our exclusive focus on retirement plan consulting has enabled us to create and leverage powerful tools uniquely suited to plan sponsors’ needs. We regularly review your plan’s investments using a comprehensive 12-point scoring system.

The ClearPoint Financial Website: Online Tools

Our website gives you the right tools to help your company address retirement-plan legislation – such as the ability to maintain Department of Labor files and plan documentation, which facilitates prudent practices as required by ERISA.

Participant Education

ClearPoint Financial’s dedicated education team can assist your employees at all stages of their participation in the retirement plan, including: enrollment, investment selection and retirement income planning.