Street Address:
1300 Enterprise Drive
De Pere, Wisconsin 54115-2795
Mail Address: 
P.O. Box 60
De Pere, Wisconsin 54115-2795

Phone: 800.236.7400
Fax: 920.337.9978
Customer Service:

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Please complete this form to receive the latest CoPilot blog updates via e-mail. Each week we post news and information about the 401(k) industry to assist plan sponsors, participants and Financial Advisors in managing retirement plans.


Nov 17, 2017
The year is winding down, and with that comes certain federally mandated responsibilities regarding your company’s 401(k) plan. To answer common plan sponsor questions about year end reporting, here’s the why, what and how.Why do plan sponsors need to file year end reports?The Employee Retirement Income Security Act (ERISA) requires that sponsors... Read More
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Nov 02, 2017
More than a third of Americans do not have any savings for retirement.  Further, unless something changes, Social Security benefits will be reduced in a little over a decade.  Something needs to be done.  Kudos to the state governments for stepping up and providing solutions for their workers, but a Roth IRA isn’t going to mean that a saver is... Read More
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Apr 28, 2017
The reality facing today's workforce is that “social security will not, nor was it intended to, constitute the entirety of U.S. workers' retirement income.1”  This underscores the importance of personal financial responsibility and the role the individual plays in planning for their future financial well-being. Workers face a multitude of problems... Read More
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Mar 28, 2017
You’re the business owner, you love to have control. You’re excited to take on the fiduciary role for your 401(k) plan but are you really the right person? Experts warn you may want to think twice about that decision. The truth is, most plan sponsors lack the investment expertise to select or evaluate funds and run the risk of not knowing what... Read More
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Nov 10, 2016
Beginning in April 2017, a new Department of Labor rule goes into effect, changing how a fiduciary is defined. The rule aims at ensuring advisors put their clients’ best interests first (instead of, for example, recommending products that generate higher commissions). For some brokerage and advisory firms, the changes mean little. But for others,... Read More
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May 06, 2015
As your clients approach retirement age, they need your help more than ever! There are over 2,500 rules for the Social Security system and as many as 81 different potential strategies. The right Social Security strategy depends on a number of factors, such as age at retirement, financial needs and life expectancies. Most people don’t fully... Read More
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Mar 05, 2015
Recently, I enjoyed dinner at a fantastic local restaurant using a gift card I had received over the holidays.  My gift card covered most of the bill and I paid for the remainder – and the tip – using my credit card. As a result, my tip appeared outrageously generous on my receipt and it didn’t go unnoticed. Shortly afterwards, I received an email... Read More
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Feb 24, 2015
Last week the Employee Benefit Research Institute, announced results from their research on the retirement savings gap and the results are staggering. According to their analysis, the aggregate national savings deficit is about 4.13 trillion for U.S. households ages 25 – 64. Clearly, America Saves Week couldn’t come at a more appropriate time!... Read More
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Feb 02, 2015
When it comes to the future of Americans and their retirement savings, the glass is either half empty or half full, depending upon whom you ask. A recent article from The Providence Journal suggests a less optimistic viewpoint, citing that more than half of all U.S. households have not saved adequately for retirement, and the problem is growing... Read More
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Jan 21, 2015
According to a recent Fact Sheet released by the White House, President Obama is calling for tax reforms that would include provisions for retirement. At his 2015 State of the Union Address, he referenced his plan to expand access to retirement savings options for middle-class workers. Whether you support the President’s plan or agree with his... Read More
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