Pensions

Responsibility and oversight for your organization’s retirement plan can be overwhelming. In addition to all your deadlines and commitments, you must act as a responsible fiduciary. ERISA laws require you to act prudently and skillfully. Fines and litigation are ever-present that can, impact both your professional and personal life. Additionally, you are faced with ever-changing regulations, the challenge in finding and overseeing superior money managers, and the difficulty of sorting out and negotiating vendor pricing.

At Clear Perspective Advisors, we help clients prosper by placing their interests first and providing straightforward advice built on practical research and actionable insights. We add continuity to your staff and/or committees in addition to arming committee members with knowledge and practical information they need to make good decisions. We also offer resources necessary to manage fiduciary compliance improve plan performance and reduce expenses.

Our Pension Advisory Services include:

• Investment Policy Statements
• Plan Design & Benchmarking
• Fiduciary Report Cards
• Asset Allocation
• Manager / Fund Search
• On-going Performance Evaluation
• Committee Education
• Fee Analysis

For more information about how Clear Perspectives Advisors can help you manage your pension, contact us today.

Our Locations

Aurora Location

  • 201 N. Constitution Dr, Suite 2
  • Aurora IL. 60506
  • Phone: 630-780-1701
  • Fax: 630-780-1702
  • Map and Directions »

St Charles Location

Contact Us

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Securities offered through Ausdal Financial Partners Inc. Member FINRA/SIPC 5187 Utica Ridge Road, Davenport, IA. 52801 563-326-2064 ausdal.com. Clear Perspective Advisors and Ausdal Financial Partners are separately owned and operated companies.