Plans Built on Industry-Leading Platforms
ClearPath works with the nation's leading recordkeepers, custodians, and investment managers—so your referred clients get a fiduciary-grade 401(k) backed by names they already trust.
Your client's money never sits with us
Plan assets are custodied at the institutions below — Fidelity, Empower, Principal, and others — not at ClearPath. We design, present, and service the plan; the recordkeeper holds the assets.
ADP
Payroll & 401(k) Recordkeeping
Payroll & RecordkeepingAmerican Century Investments
Investment Management
Investment ManagementCapital Group / American Funds
Mutual Funds & Recordkeeping
Investment ManagementAspire
Open-Architecture Recordkeeping
RecordkeepingEmpower Retirement
Retirement Plan Recordkeeping
RecordkeepingEquitable
Retirement & Annuities
Insurance & AnnuitiesFidelity Investments
Recordkeeping & Investments
RecordkeepingFranklin Templeton
Investment Management
Investment ManagementInvesco
Investment Management
Investment ManagementJULY
401(k) Recordkeeping
RecordkeepingPrimerica Advisors
Lifetime Investment Program
Financial ServicesNuveen
Investment Management
Investment ManagementPaychex
Payroll & 401(k) Services
Payroll & RecordkeepingPCS Retirement
Recordkeeping Platform
RecordkeepingPrincipal
Retirement & Insurance
Insurance & AnnuitiesPutnam Investments
Investment Management
Investment ManagementTruStage
Insurance & Investments
Insurance & AnnuitiesVoya Financial
Retirement & Benefits
RecordkeepingRefer clients to plans backed by names they trust
Join the ClearPath Referral Partner Program and start building tracked, recurring revenue today.