Secure Your Income for a Lifetime

We are Central Florida’s premier 401(k), 403(b) and 457 retirement plans provider. Our professionally managed “Check the Box” program and comprehensive diversification strategies maximize growth potential while adjusting for the appropriate level of risk as participant needs change over time. Our top priority is helping your employees achieve a comfortable retirement that allows them to maintain their current lifestyle.

The CPS “Check the Box” Retirement Plan Platform provides several key advantages:


  • Fully customizable reports and statements
  • Online portal for participants personalized for your company
  • On-site, local, attentive customer service. No 800 numbers, no automated response systems
  • Dedicated implementation team to assure ease of transition

Low Cost

  • Total transparency of all fees
  • No commission on investment products
  • Lowest cost mutual funds, index funds and ETF’s in the industry

Employee Education

  • Personal face-to-face group enrollment and continuing education meetings ensure employees understand planning and saving opportunities
  • Individual, no-cost financial planning for all participants

Investment Performance

  • Directed and self-directed participant options available
  • Low-cost fee structure allows for uninhibited performance
  • Research-intensive approach to long-term investment strategy

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