CLS provides investors with strategies, solutions and services in support of their financial goals. We work with 1,300 plan sponsors to support a variety programs within the retirement arena, including 401(k), 403(b) and 457 plans through our partnership with professionals from Nationwide, Security Benefit, Aspire, KTrade, DailyAccess Corporation, TIAA-CREF, Fidelity, and Valic.
CLS keeps investors up-to-date on their personal accounts as well as provides information on maketplace activities and overall industry trends via account statements, video market commentaries and Directions, the CLS newsletter. CLS’s mobile app allows individual investors to access their account information via mobile devices while qualified plan participants have access to quarterly fact sheets regarding plan activities.
