How We Help You...

CPS Investment Advisors (CPS) developed My 401(K) Pilot™ to help individual employees navigate through their 401(K) or 403(b) retirement plans. We have found that the vast majority of workers feel lost in the multitude of choices and details offered within their retirement plans. Puzzling investment options can leave you perplexed, and unsure of how to make the most of your retirement money that you have worked hard to put away.

Unless you are well educated in mutual funds and the stock market, you may likely fail to optimize your retirement savings. For those who are unsure how to measure risk tolerance, or design the asset allocation to best meet your individual goals, My 401(K) Pilot™ was designed for you.

Our professional money managers will determine your risk tolerance from the online survey you submit. They will design the proper asset allocation to meet your individual needs. They will evaluate the investment choices available within your company's plan, make the investment choices on your behalf, initiate those trades, and monitor your account for future adjustments to make to your portfolio in order to keep pace with the dynamic changes in the overall marketplace. All of this is done online from your personal website. You can log on to your custodian's secured website anytime to see the changes made to your account.