ClearPoint Information

Who We Are: Clearpoint Financial is a leading independent retirement plan consulting firm and a founding member of National Retirement Partners (NRP). We help protect fiduciaries from the personal and corporate liability related to the retirement plan, while enhancing potential investment opportunities and ultimately helping participants achieve financial security. In helping plan sponsors deliver the highest quality retirement programs, we contain costs, address regulatory requirements and promote an independent prudent process. Our value proposition includes investment due diligence, plan design consulting, vendor benchmarking and employee communications. Experience, Commitment & Accountability: An organization can no longer attempt to be all things to all people. Today’s business environment demands the services of professionals who are dedicated retirement plan specialists. Our Consultants and Account Directors reflect this philosophy by possessing significant industry experience, training and unparalleled resources. We have been selected as a Washington CEO magazine “Best Companies to Work For” five years in a row (2003-2007). The quality of our work depends on the quality of our people, and it is our priority to have the best. The Benefits of Independence: We operate solely on our clients’ behalf without the conflicts of interest inherent at many investment firms. Clearpoint Financial does not receive hidden revenue sharing payments or soft-dollar compensation and fully discloses all plan-related fees. We do not have any proprietary investments, recordkeeping systems or limitations regarding which vendors we can engage with.