Why is CLS a good choice for my business?

We all know what it’s like to struggle with spending a lot of time talking to retirement plan participants about the details of their retirement planning. Many times, you end up feeling like your efforts are falling on deaf ears. Instead of going to financial professionals regularly for advice, participants go to unqualified co-workers, neighbors, even acquaintances. At CLS, we can make it easier for you, whether you’re a financial representative, third-party administrator or retirement plan sponsor.

For Financial Representatives:

If you like the idea of increasing your income without having to manage each and every account closely, CLS can help. When you work with CLS, you maintain your relationship with clients but you’ll have more time for it. Once your client is in one of our many programs, you can relax and know their money is being well managed. Imagine, more time for client relationships and better yet, more time to win new client business. Your clients can relax too, knowing they no longer need to seek out advice on their investments from unqualified persons because they will have you and CLS on their side.

For Third-Party Administrators:

Are you interested in possibly earning more income from your retirement plans? If so, CLS may be the right partner for you. It’s much easier to gain new retirement plans if you can offer a solid investment program to the participants. And by choosing CLS to be that investment program, you have the opportunity to earn more income from the plan than you would have without a partner like CLS.

For Retirement Plan Sponsors:

Looking for someone to help you shoulder the fiduciary responsibility for your retirement plan? CLS can be the co-fiduciary on your plan, which frees up your time and gives you the opportunity to focus more on your employees other needs. By partnering with CLS for your retirement plan, you’ll have a great resource to refer your participants to when they have investment questions, along with their financial representative. In some cases, we can even set the plan up to automatically enroll all of your employees in a retirement plan, which they may opt out of at a later time. CLS aims to make investing for retirement as easy as possible; you can also help your employees by partnering with CLS.