CLS Qualified Plan Partners

KSTAR

(k)Star open architecture retirement plan solution partners

Paychex


A partner of CLS since 2010, Paychex offers eight actively managed ETF models and 10 actively managed target date models on the ModelxChange platform at Mid Atlantic.

Qualified Plan Bundled Service Providers

401(k) Personal Choice Retirement Account (PCRA) & Self-Directed Brokerage Account (SDBA) Providers

403(b) Plan Providers