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.

In it for the Long Run

A lot of advisors will tell their clients that saving for retirement is like running a marathon. If you pace yourself in your early years and keep up a steady pace over the long haul, you’ll reach the finish line in good shape.

That’s exactly what the National Association of Plan Advisors (NAPA) is saying in a new message that makes the point that plan advisors can help retirement savers “go the distance.”

NAPA makes four important points in their campaign demonstrating the value a plan advisor brings to the table:

  • personalized advice gets results
  • advisors help maximize plan contributions
  • participants who have advisors are more confident in their investment decisions
  • advisors help participants stay on track to meet their retirement saving goals

NAPA has created an infographic that helps make these points. We think your clients might find it helpful. Click here to view a pdf of the new NAPA infographic.